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CurrencyXchanger Reviews & Product Details

CurrencyXchanger (CXR) is a financial business software for automating the day to day activities of Money Exchange Retail and Wholesale Business. CXR is can be used as a standalone system, in a network environment with front-office, back-office, and also in a multi-branch operation. CXR is compatible with Windows and Mac OS X and some functionalities are available as a web interface (Pro version). CXR can be hosted locally or on the cloud and can be deployed either as an online or offline solution. CXR is available in three popular editions: POS, Business, and Pro.

Seller

Clear View Systems

Discussions

CurrencyXchanger Community

Languages Supported

German, English, French, Spanish

Overview by

Sonali Bose

Pricing

Pricing provided by CurrencyXchanger.

CXR-POS

$2490

USD

CXR-BE

$3950

USD

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Top-Rated Alternatives

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CurrencyXchanger Media

CurrencyXchanger Demo - The Customer Module

This screenshot shows how customer information can be saved and viewed in CXR. Customers may have several pictures IDs on file. The system can be integrated with passport and ID scanners to read the information directly into the system.

CurrencyXchanger Demo - Transaction Module

This screenshot shows how a simple cash-based transaction can be entered in the system. A sample of a receipt is also shown. Receipts are customizable. There are several receipt templates to choose from.

CurrencyXchanger Demo - Currency Margins

Each currency can be set to have its own buy and sell margins. Margins can be set in percentage or using fixed amounts (pip).

Customer creation screen showing picture ID of the customer and all related information in one page.

CurrencyXchanger Demo - Customer KYC form

This page shows customer screening on different sanction list as well as PEP list. This tab shows different KYC attributes of the customer.

CurrencyXchanger Demo - Customer AML Review form

This form is used by compliance officers to assess the risk of the customer profile by considering KYC information as well as transactional history. The AI agent (ErikAI) helps with review note generation as well as risk rating.

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MARIE M.

financial ser rep

Small-Business (50 or fewer emp.)

9/9/2022

"FINANCIAL SERVICES REPRESENTATIVE"

5/5

What do you like best about CurrencyXchanger?

IT'S VERY EASY TO LEARN AND COMPREHEND HAS MANY DETAILS Review collected by and hosted on G2.com.

What do you dislike about CurrencyXchanger?

TO MANY DETAILS ON THE PAGES, BUT IT'S GOOD THAT WE CAN MODIFY THEM TO FIT MY NEEDS Review collected by and hosted on G2.com.

Athena A.

Accountant

Small-Business (50 or fewer emp.)

9/13/2022

"I highly recommend this platform for all exchange stores."

5/5

What do you like best about CurrencyXchanger?

It is effortless to learn and intuitive. In addition, it has a robust support system. Review collected by and hosted on G2.com.

What do you dislike about CurrencyXchanger?

It doesn't check whether companies are active or inactive. Review collected by and hosted on G2.com.

Qalina M.

Small-Business (50 or fewer emp.)

12/18/2020

"Use CurrencyXchanger to take care of all your exchange activities."

5/5

What do you like best about CurrencyXchanger?

CurrencyXchanger's design is very user-friendly and it has easy to use interface. Its exchange rates are always up-to-date and it has nearly all the worldwide currencies. The pricing is affordable even for small companies like us. Customer service is very quick and precise in their assistance. Review collected by and hosted on G2.com.

What do you dislike about CurrencyXchanger?

Personally for it is not a problem but I assume this software having a bit of a learning curve might be considered a disadvantage by some people. Wish it had a free trial because otherwise acquiring software like this feels like a big gamble. Review collected by and hosted on G2.com.

Recommendations to others considering CurrencyXchanger:

They offer a lot of tutorials for the users, be sure to check them to see if you would be able to use this software comfortably. Review collected by and hosted on G2.com.

What problems is CurrencyXchanger solving and how is that benefiting you?

As a company that works with several foreign countries, there is a lot of exchange of currency going on. It helps us with keeping us up to date with the current exchange rates. It also helps us track the exchange transactions with the customer communication log. Review collected by and hosted on G2.com.

Verified User in Banking

Small-Business (50 or fewer emp.)

8/20/2021

"Excellent support for our software"

4.5/5

What do you like best about CurrencyXchanger?

their support is very timely - very helpful Review collected by and hosted on G2.com.

What do you dislike about CurrencyXchanger?

it would be great if there was an online option - frontend mask or similar Review collected by and hosted on G2.com.

beatriz h.

Small-Business (50 or fewer emp.)

1/13/2021

"STAFF ACCOUNTANT"

5/5

What do you like best about CurrencyXchanger?

The speed to answer questions and the high level of professionalism Review collected by and hosted on G2.com.

What do you dislike about CurrencyXchanger?

I am happy with this software the only thing is something is moving slow. Review collected by and hosted on G2.com.

Giannis K.

CEO

Small-Business (50 or fewer emp.)

9/14/2019

"CurrencyXchanger - The Best Currency Exchange Software."

5/5

What do you like best about CurrencyXchanger?

We would like to strongly recommend this software to other foreign exchange business.

It was a challenge for use to find an easy and fully-automated currency exchange application. The CurrencyXchanger is the software we decided to use and for sure I can tell you just one thing – for the next years we will stay with same system. We find on it everything we need …. Is a stable application, with a lot of reports, very easy to use from the representative, a lot of features for administrators and for the AML manager.

This software complete all the requirements of our auditors and regulators (Central Bank of Greece in our case).

The design and interface is very good. Very easy to pull up a customer profile, very easy to “pass” from a tab to another and to have by once all you need regarding, customers, currencies, amounts etc….

But…. one of the best on this application is the Team who support it. Every request or bug have been handled with professionalism and without any delay. Tiran and Team, you have become an important and strong part of our business. Thank you for your support. Review collected by and hosted on G2.com.

What do you dislike about CurrencyXchanger?

nothing... everything we need is part of this software. Review collected by and hosted on G2.com.

Andy Y.

Small-Business (50 or fewer emp.)

2/26/2020

"Highly recommended"

5/5

What do you like best about CurrencyXchanger?

Simple user interface and easy to learn.

The transaction records are clear, comprehensive, and easy to access.

Fast and effective customer support.

Reasonable and competitive rate.

Plenty of online training resources, such as user manual and YouTube tutorials. Review collected by and hosted on G2.com.

What do you dislike about CurrencyXchanger?

Clear View would hold seminar to answer question and solve the problem of customer face to face.

The function of business statistics should be added in the system. Review collected by and hosted on G2.com.

Hash A.

Mid-Market (51-1000 emp.)

9/2/2019

"CurrencyXChanger software"

4/5

What do you like best about CurrencyXchanger?

Software is user friendly and easy to learn, it does what's required of our business. Our own money transfer product is also easily adopted by 4D and works really well. Review collected by and hosted on G2.com.

What do you dislike about CurrencyXchanger?

Not much I guess but software needs maintenance time to time, which is a easy task and lets you identify errors earlier. Review collected by and hosted on G2.com.

Recommendations to others considering CurrencyXchanger:

Good software for it's price and works well if it's maintained properly. Review collected by and hosted on G2.com.

What problems is CurrencyXchanger solving and how is that benefiting you?

With the new FIU regulations the transaction reporting to the government is made easier through the software. Compliance part of the software is very complex and gives compliance officer the correct tools to monitor transactions. Review collected by and hosted on G2.com.

Verified User in Financial Services

Small-Business (50 or fewer emp.)

11/6/2019

"CurrencyXchanger by ClearView"

5/5

What do you like best about CurrencyXchanger?

This is the best software out there for MSBs with retail present. I haven't seen any other software that process a retail transaction faster than CurrencyXchanger. Also there is a lot of hidden tools and shortcuts which is going to make life much easier for MSB owner. Review collected by and hosted on G2.com.

What do you dislike about CurrencyXchanger?

Software need more robust UI for each tools. Review collected by and hosted on G2.com.

Recommendations to others considering CurrencyXchanger:

Make sure your hardware are match with this software expectation. A good chosen IO (CPU, RAM, SSD, Gigabyte Lan) make a big dirrence to see the be Review collected by and hosted on G2.com.

What problems is CurrencyXchanger solving and how is that benefiting you?

We have reduced 50% our processing time spend for each transaction. Review collected by and hosted on G2.com.