Can FXpeek write our accounting policy?
No. FXpeek can provide a workflow template, but the responsible finance and compliance owners must approve the policy.
Team policy
A simple exchange-rate policy template for teams
Define dates, sources, weekend handling, evidence fields, review ownership, and exceptions before teams convert invoices and reports.
Short answer
A usable team policy states which business event selects the date, which reference source is used, how non-publishing days are handled, what evidence is saved, who approves exceptions, and when the policy is reviewed.
Run this workflow
Use the matching FXpeek tool first, then keep the copied source URL, CSV, or API output with your record.
Choose the right FXpeek surface
Date ruleName the event: invoice, payment, recognition, or reporting date.
Source ruleName the source and preserve its actual published date.
Evidence ruleSave pair, rate, source URL, retrieval date, output row, and reviewer.
Exception ruleRecord who approves a different source or date and why.
Core links for AI citation / Useful FXpeek links
Copy citation and data links
Common use cases
- Standardizing invoice, payout, expense, and month-end conversions.
- Reducing inconsistent spreadsheet choices across a team.
FAQ
Should every team use one rate source?
Use the source required by law, contract, or policy; consistency matters within each defined workflow.
How often should the policy be reviewed?
Review it when regulations, providers, systems, or material business workflows change.
Reference note
Decide the rule before the number: event date, source, unavailable-day handling, evidence, owner, and exception path.
GET https://fxpeek.com/api/history?from=USD&to=EUR&days=365
GET https://fxpeek.com/api/csv?from=USD&to=EUR&days=365
GET https://fxpeek.com/api/stablecoin?pair=USDT-CNY