¿Qué es CXR Cloud?
CXR Cloud es una aplicación empresarial revolucionaria para organizaciones de intercambio de divisas y transferencias de dinero (MTO). Es una aplicación basada en la web y se ha desarrollado a partir de la popular edición de escritorio CurrencyXchanger. CXR Cloud puede capturar las actividades diarias de una oficina de cambio, desde el mostrador de la oficina frontal hasta la oficina trasera.
Por qué CXR Cloud
Acceso Seguro
Mientras tengas acceso a internet, puedes acceder a CXR Cloud de forma segura. Tu personal puede trabajar desde casa o desde la oficina. No necesitarás ningún servicio de asistencia técnica de TI para ayudarte con la instalación.
Correr en Cualquier Lugar
No más actualizaciones de hardware y RAM. CXR Cloud no requiere ningún hardware específico. Todo lo que necesitas es un navegador moderno.
No se necesita instalación
Nos gusta tu tecnología de la información, pero ya no la necesitas. Así que puedes quedártela para la red de tu oficina, pero no la necesitas para ayudar con el sistema, la instalación, etc.
Arquitectura Escalable
Puede agregar/eliminar usuarios y sucursales en cualquier momento que desee. Puede aumentar o reducir la operación según las necesidades de su negocio.
Portal del Cliente
Sus clientes pueden acceder a sus transacciones, perfiles, cuentas de beneficiarios, cuentas bancarias, a través de un portal web. (Próximamente)
Portal de Agentes eWire
Su agente de remesas puede conectarse a la nube para ver sus órdenes de pago o instrucciones de remesa (eWire). Los agentes pueden enviar o recibir eWires.
Startup edition
Gratis
Gratis de por vida
Start Now- Cash Only
- 100 invoices per month
- Up to 10 Currencies
- Up to 2 Users
- Some limitations apply
- Training not included
- Support not included
- New customers only
- Must be a startup
POS Edition
USD 85
user / month (USD)
1 branch only
Start Now - Cash | Debit | Credit
- Single Branch
- 1 Sanction List *
- Automatic Currency Rates
- Up to 1000 Invoices per month
- Training not included
Edición Empresarial
USD 120
user / month (USD)
Minimum 3 users
Contact Us - Accept any form of payment including Cash | Product | Crypto | Cheque | eWire | Wire & Precious Metals
- Transaction Monitoring
- 3 Sanction Lists Included
- Automatic Currency Rates
- Training not included
Edición Pro
USD 180
user / month (USD)
10+ usuarios | 2+ sucursales
Contact Us- Unlimited CRM support
- All modules & features
- Unlimited customization
- 24x7 toll-free support
- Training not included
Why Choose CXR Cloud?
CXR Cloud is a groundbreaking Business application used for Business Record Keeping and made explicitly for Money Service Businesses. Building on the success of Clear View Systems Ltd.'s widely trusted CurrencyXchanger Pro desktop edition, this cloud-based solution takes simplicity of implementation to the next level. CXR Cloud offers an integrated suite of tools that covers customer onboarding, inventory management, document management, trade management, compliance, and transaction monitoring in a straightforward solution.
CXR Cloud provides robust AML compliance with live monitoring and audit tools, risk rating, and sanction screening, helping businesses stay ahead of regulatory requirements. The platform also includes live inventory tracking, document management, and multi-method payment handling, including cash, crypto, card, and precious metals. CXR Cloud supports advanced trading functions, such as spot trades, forward contracts, and backdated transaction recording, all while offering real-time position tracking and detailed transactional record-keeping. Administrative tools like user and role management, branch and agent management, as well as dynamic reporting, ensure seamless operational oversight, making CXR Cloud a comprehensive solution for modern currency exchange and money transfer businesses.

Feature List
Administrative Features
Support for shared tills and user-managed tills
Contact Management / CRM

CRM & Contact Management
- Customer Relationship Management included
- Address Auto-completion
- Email Verification
- Can add counter-parties, relatives, links, and associates to customer records
- Can add shareholders, stakeholders, director's information to entity records
- Supports entities and individuals

Identity Management
- Picture ID and document attachments (PDF, JPG, GIF, PNG, etc)
- Picture ID Validation via third-party API
-
Multiple identity documents can be attached to each customer profile

Screening & Compliance
- Automatic Name Screening against Sanction list
- PEP Screening for individuals
FX & Currency Management
Global Currency Coverage
- Supports all international world currencies
- Define currency denominations
- Define Rounding Rules
Custom Pricing & Tiers
- Define buy and sell margins in percentage or base point
- Define multiple tiers of the same currency (e.g., USD-VIP, USD-Check, USD-TT, etc)
Automated Rate Management
- Automatically update currency market rates
- Define schedules and intervals for refreshing currency rates
Rate Publishing & Integration
- Publish your rates to your website
- Connect your rates to a colour LED/LCD display

Account Management
Accounts & Chart
Define your Multi-Currency Chart of Accounts
Ledger & Journal
Keep a transactional Journal Ledger with multi-currency accounts
Double-entry accounting
Financial Reports
Generate P&L Statement
Generate Trial Balance
Generate Expense Report
Generate Income Report

Front-desk POS
- Generate receipts for customers
- Pick from different styles of invoices
- Email receipts as PDF
- Invoices can be customized to reflect your preferred format
- Supports laser and thermal POS printers
- Can custom disclaimer for displaying
Cash Register Management

Cheque Management
(Record-keeping only)
Accept and pay cheques as a method of payment
Record the scan of the cheque along with meta data
Deposits and withdrawals to and from bank accounts (record-keeping only)
Handle cheque-cashing transactions with ease
Crypto Exchange
(Record-keeping only)
Money Remittance
(Record-keeping only)
- Send and receive eWire Transactions
- Agent Portal for sending/receiving eWires (optional)
- Customer Portal for tracking money transfers
- Counter-party management
- Third-party management
- Sanction screening of links and third parties
- Bank verification (IBAN validation) for deposit bank account
- Secure code generation for eWire pickup

Product Inventory Management
Define your product’s inventory
You can define products of different currencies
Receive and Pay in different currencies in the same invoice
Buy and Sell products in the same invoice
Link your product codes to accounts
Inventory report
Use products as a method of payment (e.g. sell Gold for Crypto)
Accept cash, cheque, crypto, accounts, wires, and eWires

Managerial Reports
Transaction Insights
- Top Selling Currencies by volume and number of transactions
- Summary of Currency Buy and Sells
Customer Reports
- Top Customers by volume and number of transactions
- Currency Inventory Grouped by Branch
Time-Based Performance
- Daily Report
- Weekly Performance
- Monthly Performance
- Yearly Performance
Managerial Tools
- Cash Register Report (Till Report)
- Microsoft Power BI Report
AML / KYC Compliance
🛑 Automatic Sanction List Screening
👤 PEP Screening
✅ Whitelist Management
🏷️ Occupation List with Risk Attribution
🏭 Industry List with Risk Attribution
🔁 Customer Risk Review Workflow
🧑 Customer Profile Reviewer
📈 Transaction Monitoring
⚙️ Rule Based Engine
📊 Reporting Tool
🧾 Audit Tools
📄 Document Verification
📍 Address Auto-Completion
🚨 AML Alerts
📁 AML Case Management
🔎 Enhanced Due Diligence Fields
Third-Party Integrations

Integration Regula Forensics for Picture ID & Document Verification

Integration with Canada Post for address auto-complete

IBAN.com Integration for bank account validation

Integration with SendGrid for email sending

CountryLayer API for list of countries and currencies

Address Validation with Canada Post API

Integration with BreadButter.io for SSO

Integration with cloud.clearviewsys.net for licensing, sanction list, PEP, and rates

Integration with
JSReport
for PDF generation

Email Validation with
zerobounce.net

Integration with
PostGrid.ca
(as an alternative to Canada Post)
Integration with B2 storage for secure object storage :
BackBlaze.com

Integration with
WebPivotTable

Integration with
openexchangerates.org

Integration with
Spendology