Jackson Swiss Partners

EXPENSE MANAGEMENT

Total control over every FX expense.

Full visibility and control over foreign currency spending across your organisation. Track, approve, and optimise every cross-border transaction.

EXPENSE DASHBOARDLIVEFX Spend$1.2MPolicies8 ActiveSavings+$24.8KMonthly FX Spend$400K$200K$0$1.2M▲ 8.4%JulAugSepOctNovDecBy CurrencyEUR€347,200GBP£218,500USD$156,800CHFCHF 84,300Total FX Spend$806,800

THE CHALLENGE

FX expense management is broken

Managing expenses across currencies and entities is complex. Scattered records, inconsistent rates, and limited oversight lead to unnecessary costs and compliance gaps that grow with every new market you operate in.

Lack of Visibility

Spending scattered across accounts with no consolidated view of FX costs across your organisation.

Inconsistent FX Rates

Different rates applied across transactions with no benchmarking, leaving money on the table.

Manual Processes

Spreadsheet-based tracking that slows approvals, increases errors, and delays reporting.

THE SOLUTION

Visibility and control across every currency

Replace fragmented spreadsheets and manual processes with a single platform that tracks every FX expense in real time. Automated policy enforcement, rate benchmarking, and consolidated reporting — all from one dashboard.

Expense BreakdownThis Quarter

Currency Mix

Q42024EUR 43%GBP 27%USD 19%CHF 10%

Spend by Currency

EUR
€347,200▲ 4.2%
GBP
£218,500▲ 1.8%
USD
$156,800▼ 2.1%
CHF
CHF 84,300▲ 0.5%
Policy Compliance94%
Total FX Spend$806,800

HOW IT WORKS

Three steps to total control

01

Configure

Set budgets, approval workflows, and spending limits by currency, entity, or team. Tailor the platform to your operational structure.

02

Monitor

Real-time dashboard showing all FX spending with rate comparisons, trend analysis, and policy compliance tracking.

03

Optimise

Automated rate benchmarking, consolidated reporting, and policy enforcement that drives measurable savings.

CORE FEATURES

Built for multi-currency control

Six integrated capabilities that replace fragmented spreadsheets and manual processes with a single source of truth for FX expense management.

Spending Analytics

Real-time dashboards breaking down FX spend by currency, entity, and category with trend insights.

Policy Enforcement

Automated spending limits and approval workflows that enforce company policy without manual intervention.

Rate Benchmarking

Compare applied rates against mid-market benchmarks on every transaction to quantify savings.

Multi-Entity Support

Consolidated expense visibility across subsidiaries, branches, and teams in a single view.

Automated Reporting

Scheduled expense reports with audit-ready detail and flexible export options for your finance team.

Real-Time Alerts

Instant notifications for policy breaches, unusual spending patterns, and pending approval requests.

MEASURABLE IMPACT

Why treasury teams choose our approach

The gap between what finance teams spend on FX and what they should spend is often significant. Our expense management platform closes that gap by bringing institutional-grade visibility, benchmarking, and automation to every transaction.

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Reduction in FX costs through rate optimisation and benchmarking

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Less time spent on manual reconciliation and expense matching

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Audit trail coverage for every cross-border transaction

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Dashboard for all entities, currencies, and spending categories

FAQ

Expense management FAQ

Ready to take control of your FX expenses?

Get started with expense management or apply for an FX facility to unlock the full platform.