About CurrencyXchanger

CurrencyXchanger is a currency exchange software which helps small to medium-sized money exchange businesses, financial institutions, travel agencies, and others manage multi-currency accounting, reporting, auditing, multi-currency POS, CRM, compliance, and more.

CurrencyXchanger supports different editions, including Point of Sale, Business, and Pro. The POS version is designed for small kiosks and stores that only work with and accept cash and travellers checks. CurrencyXchanger POS provides an advanced currency rate calculator, and allows users to print transaction tickets, maintain customer records, track currency denominations, manage end of day cash reconciliations, and more.

The Business Edition of CurrencyXchanger is suitable for larger or growing exchange stores which provide services such as check cashing, bill payments, and money transfer to clients (eg. currency wholesales, banks, credit unions). CurrencyXchanger’s Business Edition supports auditing, bank reconciliation, reporting, and more. The Professional version of CurrencyXchanger offers all the same features as the Business Edition, plus some functionality for specific online money remittance.

Pricing starting from:

N/A

  • Free Trial
  • One Time License
  • Subscription

Devices

Business size

S M L

Markets

United States, Canada, Australia, Germany, Brazil, Mexico

Supported Languages

English

Pricing starting from:

N/A

  • Free Trial
  • One Time License
  • Subscription

Images

CurrencyXchanger automatic updates screenshot
CurrencyXchanger sub-ledger accounts screenshot
CurrencyXchanger customers module screenshot
CurrencyXchanger automatic background checks screenshot
View 5 more
CurrencyXchanger video
CurrencyXchanger screenshot: CurrencyXchanger automatic updates screenshot CurrencyXchanger screenshot: CurrencyXchanger sub-ledger accounts screenshot CurrencyXchanger screenshot: CurrencyXchanger customers module screenshot CurrencyXchanger screenshot: CurrencyXchanger automatic background checks screenshot

Features

Total features of CurrencyXchanger: 19

  • Audit Trail
  • Auditing
  • Background Screening
  • Bank Reconciliation
  • Collaboration Tools
  • Communication Management
  • Data Import/Export
  • General Ledger
  • Inventory Tracking
  • Invoice Management
  • Monitoring
  • Multi-Currency
  • POS
  • Policy Management
  • Profit / Loss Statement
  • Real Time Data
  • Records Management
  • Reporting & Statistics
  • Search Functionality

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Reviews

Overall rating

4,6 /5
(61)
Value for Money
5/5
Features
4,8/5
Ease of Use
4,6/5
Customer Support
4,8/5

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Showing 5 reviews of 61
Verified Reviewer
Overall rating
  • Industry: Financial Services
  • Company size: 10 000+ Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

A Software That Provides Multi-Currencies Rates

Reviewed on 2018/10/12

Pros

We often have to compute in multi-currencies at work since trading deals with different countries and it’s comforting to note that there is a program that indicates the exchange rates. I was very attracted to Currency Xchanger from the minute I tried it. I started with the free trial and it got me hooked right away. This program keeps track in controlling your stock and providing the best estimate on rates and costs. The program also includes information on profit and loss when there are exchanges in currency. I deal with numbers everyday and Currency Xchanger has been my sidekick for computing in different currencies.

Cons

The software seems to be designed for advanced users because some of my co-workers had a difficult time navigating through the process. Perhaps they should have better tutorials for people who are not experts in technology.

Response from Clear View Systems

Most of our reviewers don't mind sharing their information. Although this review sounds legitimate and provides a 9/10 recommendation of our product, we are wondering why remain anonymous. Also, we are known for our customer support and we didn't receive any stars in that respect.

There are over 100+ training videos and 2 user manuals, so we are wondering how your staff are not aware of it? You can also ask any question on Google or Bing about CurrencyXchanger (CXR). For example Google or Bing the phrase "How to add a customer in CurrencyXchanger"

Rostia F.
Overall rating
  • Industry: Financial Services
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Currency Xchanger Software

Reviewed on 2017/02/24

I have tested three softwares and The Currency Xchanger is the best by far. I love that reports are...

I have tested three softwares and The Currency Xchanger is the best by far. I love that reports are customizable and the data information in each client profile is easy. With Compliance rules and regulations this software gives you the options to require information over certain transaction amounts and OFAC screening. The tab with KYC (Know your customer) is the best feature I use. I would highly recommend this Software to all Money Service Businesses and financial entities. The support staff is great he can always tailor the software to your business is one of the reasons why World BNotes Exchange Inc. still uses Clearview systems.

Pros

Reports, Excel, receipts, customer profiles, and Compliance tools.

Cons

Denomination entry has now been an issue there is another screen that pops up. Before it was much easier once we entered denominations in the system but now it just pops up every time.

Response from Clear View Systems

Dear Rostia,

Thank you very much for your review. We are delighted to have received such a fantastic review. The denomination teller-proof module is not different but I think you are logged in as administrator so you see the option of checking and controlling other users. That's probably why you are seeing an extra screen. If you login with standard teller account, you will not see the extra screen open up. Anyways, please contact us directly if you need further help.

Best regards,
Tiran B
CTO

Jesus R.
Overall rating
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support

Currency exchanger

Reviewed on 2011/10/11

I really like it there is no other program that I would rather have than currency exchanger

I really like it there is no other program that I would rather have than currency exchanger

Pros

Has everything you need to run a msb business

Cons

It takes time to and practice to do fully take advantage of the full features ofbthe program

Verified Reviewer
Overall rating
  • Industry: Financial Services
  • Company size: 10 000+ Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Multi Currency Platform

Reviewed on 2018/11/29

Training videos and the manuals are super useful. Go over them and you will quickly master this...

Training videos and the manuals are super useful. Go over them and you will quickly master this great platform.

Pros

Working in the investment banking world requires to stay on top of things, including foreign currencies and international business news. CurrencyXchanger is our go to software for currency exchange rates. CurrencyXchanger keeps track of all our international stock rates for us for certain campaigns and works great as a platform for uniting all the necessary tools in one place. I am personally an avid user of CX after trying many similar software prior.

Cons

CX provides us with everything we expect it to, and it does so well.

Lino G.
Overall rating
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support

CurrencyXchanger Business Server- Multi Branch

Reviewed on 2010/07/31

I would recommend the system to other foreign exchanges. It's very reliable and our business is...

I would recommend the system to other foreign exchanges. It's very reliable and our business is relying on it for our everyday transactions.

This software is very user-friendly too and everyone at every level can operate with it. This is BIG PLUS.

Pros

I like the fact that all our branches can work with the same central system.

I really like the new features added in the new version. 3.457. It made our work much easier.

The OFAC and OSFI automatic checks are excellent and can help us with our compliance program. All the things that are automated are helping us.

The fact that the system is now faster than previous version is a great plus

I really appreciate that some of our suggestions are implemented in the system.

Cons

The minor issues are:
- sometimes it freezes on certain occasion.

- the rates server sometimes doesn't update the rates.

- we would like to see improvement in the POS for non-currency items (better reporting for non currency items)

- the denominations inventory could be improved

- I would like to see an internal chatting system for the staff. I would like to see a specific message to a specific user, as we have many staff working for us now.

- How much you made on a client, statistics on the client. average performance for a particular client. Answering questions like "Who's the best client" based on different parameters (based on referrals, volume, number of transactions). This feature is good for clients retention.

- I can see who has been active in the past few years but I want to see who is not active.

- Trading features need to be improved

Showing 5 reviews of 61 Read all reviews

CurrencyXchanger FAQs

Below are some frequently asked questions for CurrencyXchanger.

CurrencyXchanger offers the following pricing plans:

  • Pricing model: One Time License, Subscription
  • Free Trial: Available

Contact Clear View Systems for pricing information.

CurrencyXchanger offers the following features:

  • Cash Register / Drawer
  • Custom Account Statements
  • Customer Account Profiles
  • Data Backup Scheduling
  • Detailed Trade Info
  • For Money Exchanges
  • Margin Management
  • Market Data Access
  • Multi-Branch
  • Position Management
  • Real Time Currency Quotes
  • Risk Management
  • Set Default Amounts
  • Stops, Limits Support
  • Teller Operations
  • Trade Confirmations
  • Transaction Management

CurrencyXchanger has the following typical customers:

Small Business, Mid Size Business

CurrencyXchanger supports the following languages:

English

We do not have any information about what devices CurrencyXchanger supports

We do not have any information about what integrations CurrencyXchanger has

CurrencyXchanger offers the following support options:

Phone Support, Online Support

Related categories

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