Case study
PFM Intelligence masters currency management
💼 Industry: SaaS | 📈 Stage: Enterprise |📍 Headquarters: NL
✅ Saved up to 0.8% per currency exchange transaction
✅ Reduced reconciliation admin by up to 30 minutes a day
Revolut Business T&Cs apply.
Complex currency operations
PFM Intelligence captures movement data and turns that data into actionable insights to help businesses unlock their location's full potential.
But as a global company with offices and partners across the EU, UK, Switzerland, and the US, managing multiple currencies was a time-consuming and costly challenge.
They originally used 2 banks that didn’t offer multi-currency accounts or favourable exchange rates. Lengthy paperwork for new accounts or cards added to the frustration, often leading to delays or difficulties managing team spend.
So they looked for a better option to keep everything in one place, and save. That was Revolut Business.
One central business account
Since switching to Revolut Business, PFM Intelligence streamlined their currency management, reduced costs, and significantly improved the efficiency of their operations.
Setting up an account was remarkably simple. It was all done online, without unnecessary paperwork.
Once up and running, PFM Intelligence could exchange and hold currencies at the interbank rate (within allowance, during market hours), and send money internationally without delays or roadblocks — all in one complete platform.
Plus, it only took a few clicks to issue virtual and physical cards to their team, locally or overseas, for seamless spend management.
Savings and time spared
Since transitioning to Revolut Business, PFM Intelligence has cut exchange costs by up to 0.8% per transaction using the interbank rate. And while powering their team spend with cards, they could stay in control with limits and spending rules.
Our all-in-one digital platform helps PFM Intelligence manage their global finances seamlessly — all without the burden of paperwork. Thanks to this, they improved their financial management considerably.
PFM Intelligence cut down the time spent on bank reconciliations by up to 30 minutes daily — and completed their month-end closings half a day faster. The data says it all.
