Auto Currency

Automate Your Currency Management with Real-Time Updates

Effortlessly track and update exchange rates with Auto Currency, the ultimate tool for streamlined financial accuracy in monday.com.

custom currency converter in monday.com

Introducing Your Automated Currency Management Tool

Auto Currency is a powerful add-on for monday.com that automates your currency management with real-time Forex Exchange Rate updates. Designed for businesses managing multiple currencies, Auto Currency ensures that your financial tracking is always accurate and up-to-date, allowing you to lock in rates at key moments and simplify currency tracking across different clients and projects.

Optimize Financial Tracking with Customizable Currency Settings

real-time updates with the auto currency in monday.com

Real-Time Currency Updates

Stay up-to-date with the latest Forex Exchange Rates directly in monday.com, ensuring your financial data is always accurate and reliable.

Rate Locking for Key Moments

Lock in currency rates at specific points, like deal closures, to maintain consistent financial reporting and improve accuracy.

multi-currency tracking based on specific projects or clients with custom currency in monday.com

Effortless Multi-Currency Management

Easily manage different currencies for multiple clients and projects, with Auto Currency handling updates automatically across all accounts.

financial-management in monday.com with the custom currency add-on

Improved Financial Accuracy

Reduce errors and save time with automated, accurate currency updates, enhancing the precision of your financial tracking.

How Does it Work?

Auto Currency seamlessly integrates into your monday.com workflow, automatically updating exchange rates and providing flexible locking options. Here’s how it simplifies currency management:

Set Up Automated Updates

Easily configure Auto Currency to automatically pull the latest Forex Exchange Rates into your monday.com boards, eliminating the need for manual updates.

Lock in Rates at Key Moments

Secure specific currency rates at critical points, such as when a deal is closed, ensuring consistency and accuracy in your financial records.

Manage Multiple Currencies Effortlessly

Track multiple currencies across various clients and projects without any hassle. Auto Currency automatically applies the relevant exchange rates, making multi-currency tracking simple and precise.

More Add-ons to explore!

Here are some additional features that can easily be applied to your CRM. Designed to fill those needs you’ve always wished your CRM could fill.

Security and privacy

monday.com is dedicated to protecting all customers’ data. They follow the strictest security measures on the market in order to make sure that your data is secure and protected. Their global privacy program is based on the most comprehensive and advanced data protection legislation, including the EU General Data Protection Regulation (GDPR).

Enhance Your CRM with Auto Currency

Optimize your CRM with automated currency tracking. By integrating Auto Currency with your CRM, you can ensure accurate, real-time financial data across all client interactions, giving you confidence in every transaction.

sales meeting - customisable crm

Get started with the Auto Currency

Ready to simplify your currency management? Get started with Auto Currency today and take your financial tracking to the next level.