Live software demo

Currency Exchange & Money Transfer Software demo

Record exchanges, track rates and due settlements with compliance dates. This is a working application with 10 connected screens: Dashboard, Clients, Transactions, Service request Board, Compliance, Compliance Calendar, Advisors, Billing and 2 more.

Demo URL: demo.trainingtrains.com/demo/software/currency-exchange-forex

SwiftForex Currency Exchange

Currency Exchange & Money Transfer Software demo - sample data, nothing here is real

Dashboard

Live overview of SwiftForex Currency Exchange. Every figure updates as you add or change records in the other screens.

22Service requests
₹73,500Revenue
18Open service requests
14Clients on record
4Advisors available
₹3,705Average service request value
Revenue by service
  • Statutory Audit₹25,000
  • Monthly Bookkeeping₹18,000
  • Income Tax Return₹12,500
  • GST Return Filing₹6,000
  • Loan Processing Fee₹5,000
  • Insurance Policy Setup₹4,000
Service requests by status
  • Received8
  • Documents pending7
  • In progress3
  • Completed2
  • Cancelled2

Service requests needing attention

  • SER-1001 - Sneha D'SouzaDocuments pending
  • SER-1002 - Anita KulkarniDocuments pending
  • SER-1003 - Anita KulkarniReceived
  • SER-1004 - Karan SinghReceived
  • SER-1006 - Fatima ThomasDocuments pending
  • SER-1009 - Fatima ThomasDocuments pending

Recent activity

  • Sneha D'Souza - Service request SER-1001 is documents pending2 min ago
  • Anita Kulkarni - Service request SER-1002 is documents pending14 min ago
  • Anita Kulkarni - Service request SER-1003 is received38 min ago
  • Karan Singh - Service request SER-1004 is received1 hr ago
  • Mei Pillai - Service request SER-1005 is completed2 hrs ago
  • Fatima Thomas - Service request SER-1006 is documents pendingYesterday

What this software does

A currency-exchange system: customer records, transaction board, compliance filings and calendar, billing and reports.

  • Customer records
  • Transaction board
  • Compliance filings
  • Due-date calendar
  • Daily settlement reports

Business problems this software solves

Problem

Rates and receipts are noted by hand.

Training Trains solution

Every transaction is a record.

Problem

Compliance dates are missed.

Training Trains solution

The calendar shows what is due.

Problem

Daily settlement takes hours.

Training Trains solution

Reports total the day.

Used by businesses like

All names, prices and figures are sample data. Anything you add stays in your own browser - nothing is sent to us. The real system is built around your business.

Frequently asked questions

What does the Currency Exchange & Money Transfer Software demo include?

A working application with 10 connected screens: Dashboard, Clients, Transactions, Service request Board, Compliance, Compliance Calendar and 4 more. Everything is interactive and uses sample data.

Is the data in the demo real?

No. All names, prices and figures are sample data. Anything you enter stays in your own browser and is never sent to us.

Do I need to sign up to try it?

No sign-up and nothing to install. Open the demo and use it right away.

Can Currency Exchange & Money Transfer Software be customised for my business?

Yes. We tailor the screens, fields and reports to how you work and launch it on your own domain.

Want Currency Exchange & Money Transfer Software for your business?

We tailor the screens, fields and reports to how you work, and launch it on your own domain.

Discuss This On WhatsApp

Or send us the details directly:

← All software demos