PolicyFX
Each role gets the same bank-neutral operating rhythm, tuned to the work they actually own: policy, evidence, advisory repeatability, or margin clarity.
See exposure, coverage, scenario examples, and reports without letting the bank define the agenda.
Exposure, hedge activity, and compliance
Finance leaders who own margin, cash-flow visibility, lender confidence, and board reporting.
Exposure, hedge activity, and compliance
Recurring demand belongs in the rolling program layer.
Confirmed invoices need item-level traceability.
Dashboard classification separates the operating rhythms.
Understand where currency exposure can affect cash and margin before the bank conversation starts.
3% adverse move on CA$ 4.8M exposure
Founder-led importers and exporters that need disciplined FX visibility without hiring a treasury team.
Trace exposure, hedge records, and modeled P&L movement back to source entries before month-end reporting.
Modeled exposures and hedge trades
Accountants and finance managers who support month-end, variance explanations, and audit-ready evidence.
Lead with a repeatable client portfolio workflow: classify exposure profiles, explain risk, and reduce spreadsheet rebuilds.
One operating rhythm across importer/exporter clients
Virtual CFOs and fractional finance leaders serving multiple Canadian importers and exporters.
One operating rhythm across importer/exporter clients
Near bucket sits above modeled target.
Policy gap visible before the provider call.
Forecast exposure is early but not invisible.