The quick version · keep this
- Connect all your accounts in one place.
- Let the currency gain or loss record itself.
- Invoice clients in their currency.
- See one true profit number.
01
Connect every account
Whether it's Wise, Airwallex, or your local bank, bring them all into one place so nothing is missed.
02
Let the rate maths happen for you
When money lands in a currency that isn't your main one, the value shifts with the rate. You want that gain or loss recorded correctly, not worked out by hand.
03
Invoice in your client's currency
Bill people in what they use, and let your books translate it back for you.
04
Check your profit in one currency
However the money comes in, you want a single, true profit number at the end.
Punctual does this bit
Punctual handles every account and currency, and does the rate maths for you.
Terms in this guide