Getting started

1. Create your account

Visit /signup and register with your work email. No card required to get started — you can connect your data and see your FX exposure straight away. Set your reporting currency during signup; every position and total is shown in it. You'll be taken into the app once your account is ready.

2. Open your FX Position

Go to FX Position. This is where the copilot gets the facts it works from. Add your exposure in whichever way suits you — you can mix all three:

• Connect Xero — a read-only connection that imports your outstanding invoices and bills so their amounts and due dates flow into your position. We never move money or write anything back.
• Upload invoices or bills — drop in the documents and the amounts, currencies, and due dates are pulled through.
• Add manually — enter a single exposure (amount, currency, direction, due date) by hand when you just want to check one thing.

3. See your net position

AgentCredit nets your receivables and payables to show your position by currency and by due date — how much of each currency you are due to receive or pay, and when. The Today briefing surfaces the same facts as a short daily summary.

These are observed positions, not forecasts. We show you what you already owe and are owed in each currency; we do not predict exchange rates or tell you which way they will move.

4. Ask the copilot

Open the copilot and ask factual questions about your exposure in plain English — for example “how much am I due to pay in EUR next month?” or “which invoices make up my USD position?”. It answers from the positions you've connected or entered. It reports what is there; it does not give hedging advice or rate predictions.

5. Run a credit check (optional)

When you want to know how sound a UK company you trade with is, run a credit check on it. You'll get a grade (A+ to F) and probability of default from the credit engine behind the copilot. See Understanding the score for what each number means, and the REST API and MCP tool (Team tier) to pull those checks into your own tools or into Claude.

A dedicated counterparty-credit view that overlays these grades onto the companies in your FX position is on the roadmap.

AgentCredit provides decision support, not regulated financial advice. It shows you the facts of your exposure and counterparty credit; any FX or credit decision you make from it is your own.

Stuck?

Email [email protected] — as a small team we answer every message personally within a working day.