Enter it once. We reconstruct exactly what your finance team would have seen from the morning it was created to the day it settled: the market, the risk, the bank margin, three ways to have handled it, and the record, using only what was knowable at each moment. No hindsight. No forecasts. No winner named.
One invoice is close to a coin flip: the general record is the sealed 51,517-invoice test. The record →
| The road | Rate | vs settling day one |
|---|
Operational facts, not a market call. “Margin identified” is arithmetic against the fair forward; “risk quantified” is the size of the exposure you carried, not a loss. We never claim a rate we’d have called.
—
| On this invoice | Your current process | Your currency office |
|---|---|---|
| Risk known at booking | No | Yes |
| Bank quote independently checked | No | Yes |
| A strategy running, not nerve | No | Yes |
| Watched every day it was open | No | Yes |
| Every decision documented | No | Yes |
| Board evidence, already written | No | Yes |
Your competitor here isn’t Bloomberg. It’s a spreadsheet, a phone call, and memory.
And on this one invoice, without you lifting a finger, SettlePoint would have:
Six things a finance team normally juggles across a terminal, a spreadsheet, a bank call and a board pack: done in one place, on one invoice. That’s Your Currency Office.
Every morning’s read. Every bank quote, checked before the call. Every decision, minuted the day it was made. Every board pack, already written. That’s what SettlePoint becomes on day one, and during the beta we’ll run your whole last year through it on request.