Exchange and finance offices

Balanced books, every branch, every evening.

Rates, tellers, bank balances and customer checks connected in one flow. Positions are always visible, end-of-day balancing is automatic and compliance files are ready before anyone asks.

Works with
A → BA to B

What changes in your business

Point A

Daily balancing is done by hand

Point B

Tellers, banks and positions reconcile automatically

Point A

Rate updates are phoned to each branch

Point B

One rate decision, live in every branch

Point A

Compliance paperwork piles up

Point B

Every customer file and report kept ready for audit

08Workflows

Three workflows built for Exchange and finance offices

Pick a moment from your day and watch the work move through the tools you already use.

Today's rates, set once, live everywhere

  1. Live rates: Live market rates at opening
  2. Database: Your margins applied per currency and branch
  3. SMS: Every branch screen and teller updated
  4. WhatsApp: Rate board sent to customers who asked

07:30 rates set across all branches.

Every drawer balanced before closing

  1. Point of sale: Each teller closes their drawer
  2. Bank feeds: Bank and wallet balances pulled
  3. Database: Positions per currency matched
  4. Microsoft Teams: Any difference flagged to the manager

Balanced before the branch closes.

A new customer onboarded in minutes

  1. ID & KYC: ID scanned at the counter
  2. A2B AI: Checks details and watch lists
  3. Database: Customer file created
  4. Contracts & e-sign: Compliance record ready for audits

2 min onboarding, with a full record.

A → BHow we start

The route, in four stops

  1. 1

    Free automation audit

    We sit with your team, map how work and data move today, and find what is worth automating first.

  2. 2

    Connect your systems

    We securely connect your accounting system, spreadsheets, store and channels. Nothing to replace.

  3. 3

    Build and automate

    We build your assistant, dashboards and workflows, test them on your real data and train your team.

  4. B

    Decide and grow

    You run the business on clear numbers. We monitor, improve and add the next automation as you grow.

=Worth it?

What is the repetitive work costing you?

Move the numbers to estimate the time and money you could get back.

?FAQ

Questions owners usually ask

Do we have to change our accounting system?

No. A2B works on top of the systems you already use, including local accounting programs, spreadsheets and online tools. Your team keeps working the way it does today.

Is our data safe?

Yes. Only the people you approve get access, every connection is secured, and your data is never shared or sold. If you prefer, everything can run on your own servers. [Confirm your hosting and security options]

Does it really work in Arabic?

Yes. The assistant, reports and dashboards are built for Arabic and English from day one, and your team can ask questions the way they normally write.

How long does a project take?

A pilot usually goes live in [X] weeks. Bigger projects are split into phases, so you see results early and decide on the next step with real numbers in hand.

How much does it cost?

It depends on what you need. Every project starts with a free audit and a fixed-price proposal, so you know the full cost before anything begins. Pilots start from [PRICE].

Let's map your point B.

A free session with our team to find what is worth automating first.