Accountancy firms
Global spend management made simpler for you and your clients
Our platform helps your clients control spend, streamline workflows, and supports you with smart integrations.
Improve financial accuracy
Reduce the risk of human error and remove the need for manual, time-consuming imports with Xero and Concur® Expense integrations.
Simplify reconciliation
With automatic data transfers, match accounts effortlessly, streamline your reconciliation process, and free up time for higher-value financial tasks.
Designed for accountants
Built with both in-house and external finance teams in mind, our platform includes features such as our Accountant role, providing access only to the data they need – without requiring a company card.
One platform for multi-currency accounts & spend management
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Centralised cash flow - Get live control of cash flow with a single, integrated view of spending, removing the need for manual statement reports.
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Compliance & audit readiness - Maintain clear, traceable records with real-time transaction data, detailed annotations, and seamless integrations – making audits faster, easier, and stress-free for finance teams and accountants.
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Security & fraud prevention - Protect company funds and eliminate maverick spending with built-in controls, instant card freezing, and merchant and ATM blocks.
Using CNIW Fincorp feed integration with Xero means no more bank reconciliation issues & currency adjustments at month end.
I can pay supplier bills from the native currency accounts which means I don’t need to go & search for the fx rate & it doesn’t matter if the rate has more decimal places than Xero allows.
Everything is fed through, so I’m not going to miss any payments. I’m using it with multiple clients & over 10 currencies. It gives me the best of both worlds - the automation of other providers but the personal service of the CNIW Fincorp team.
Key accounting integrations
Our platform syncs your CNIW Fincorp transaction data directly into Xero or Concur Expense automatically, providing a seamless, real-time overview of your finances
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Seamless syncing of transactions Automatically sync your Equals Money transactions into Xero and Concur Expense, saving time and reducing manual data entry.
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Improved visibility and control Track spending and cash flow across systems, giving finance teams a clearer picture of company expenses and better control over budgets.
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Faster month-end reconciliation Speed up your month-end processes with categorised, reconciled data flowing straight into your accounting and expense systems.
Ready to take your firm global?
Our platform helps your clients control spend, streamline workflows, and supports you with smart integrations.
Passport to global success:
A guide for accountancy firms
Let’s get started
Get in touch to find out what CNIW Fincorp can do for your business and how we’re helping others in your industry.
How we keep your money safe
Because CNIW Fincorp accounts don’t fall under FSCS, your money is protected via safeguarding. We hold your funds in specially designated, safeguarded bank accounts, which keep them separate from our other assets. Please see FAQs for more information.
