PolicyFX
Roles
Roles
Each role gets the same bank-neutral operating rhythm, tuned to the work they actually own: policy, evidence, advisory repeatability, or margin clarity.
Role
CFO
See exposure, coverage, scenario examples, and reports without letting the bank define the agenda.
Board-ready pack
3 reports
Exposure, hedge activity, and compliance
Best fit
Finance leaders who own margin, cash-flow visibility, lender confidence, and board reporting.
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Board-ready pack
3 reports
Exposure, hedge activity, and compliance
Forecast base62%
Recurring demand belongs in the rolling program layer.
Firm commitments71%
Confirmed invoices need item-level traceability.
Mixed profile2 layers
Dashboard classification separates the operating rhythms.
Role
CEO / founder
Understand where currency exposure can affect cash and margin before the bank conversation starts.
Modeled margin risk
CA$ 144K
3% adverse move on CA$ 4.8M exposure
Best fit
Founder-led importers and exporters that need disciplined FX visibility without hiring a treasury team.
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Role
Accountant
Trace exposure, hedge records, and modeled P&L movement back to source entries before month-end reporting.
Traceable records
53
Modeled exposures and hedge trades
Best fit
Accountants and finance managers who support month-end, variance explanations, and audit-ready evidence.
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Role
Virtual CFO
Lead with a repeatable client portfolio workflow: classify exposure profiles, explain risk, and reduce spreadsheet rebuilds.
Client portfolio
Multi
One operating rhythm across importer/exporter clients
Best fit
Virtual CFOs and fractional finance leaders serving multiple Canadian importers and exporters.
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Operator perspectives
Field notes from finance operators.
Role-specific perspectives across advisory, control, treasury, and founder-led operations.
Maya Chen
Virtual CFO
"PolicyFX gives me a repeatable way to classify each client's exposure profile before I rebuild another spreadsheet. The value is not execution - it is getting every client into the same clean operating rhythm."
Erin Wagner
Controller
"The invoice-level view is the piece I needed. I can show which USD/CAD vendor invoices are covered, which are below policy, and which ones need a bank conversation before month-end gets loud."
Nadia Brooks
Treasury Team Lead
"The classification language helps me explain the program without overcomplicating it. Some months behave like a layered program, and some confirmed contracts need invoice-level tracking. PolicyFX keeps those layers separate."
Samir Patel
CEO / entrepreneur
"I do not need another trading screen. I need to understand whether our purchasing plan is exposed before supplier payments settle. PolicyFX turns the FX discussion into a business discussion."
Olivia Grant
CEO / entrepreneur
"The modeled margin view is what makes the risk tangible. We can see how a move in USD/CAD might affect a buying season and then decide what to ask our provider - without PolicyFX pretending to be the broker."
Classify your exposure profile