Reduce manual work by 95%+
Turn month end into a seamless process with a single source of truth.
Zero-touch eCommerce accounting for FreeAgent
Automatically post every settlement to FreeAgent and get an exclusive 20% discount. 14-day trial for all customers.
- <30 Mins
- Setup in less than 30 minutes
- 95%
- 95%+ less manual effort each month
- 0
- Zero development required
- 0
- Zero touch reconciliation & journals
Zero-touch reconciliations & journal posting
Get started in <15 minutes
Simple setup with connections to your data sources and accounting systems.
Zero touch reconciliation & journals
Automatically post reconciled and categorised entries to FreeAgent. Designed alongside the FreeAgent team to be optimised with your FreeAgent account.
Transaction-level system of record
Track every order and payment from your sales channels, marketplaces and payment providers all the way through to settlements and FreeAgent entries.
Free access for your accountant
Speed up month-end: We don't charge extra for your auditors or accountants. Grant them access, and they can create reports independently, reducing the manual work and back and forth during month-end.
MonthlyAnnual Save ~17%
Lite
£14.40/mo£12/mo
Not available at this volume
1 month of history on setup
- 1 sales or payment integration
- 2 click journal entry posting
- Bank & payment reconciliations
- Dashboard & standard reports
- Payment Search
- Tax Items
Pro
£28.80/mo£24/mo
Not available at this volume
6 months of history on setup
- Everything in Lite
- Up to 3 sales or payment integrations
- Slack support
- Daily, weekly or monthly scheduled reports
- Multi-Store Support
Premium
£72/mo£60/mo
Not available at this volume
12 months of history on setup
- Everything in Pro
- Unlimited sales or payment integrations
- Custom reporting
- Ad-hoc Reports
- Flexible Custom Fields
- File Upload
Compare all features
| Feature | Lite | Pro | Premium |
|---|---|---|---|
| Sales & Payment IntegrationsIncludes eCommerce platforms (e.g. Shopify) and payment providers (e.g. Stripe, PayPal). May require additional setup. | 1 | 3 | Unlimited |
| Accounting IntegrationsIncludes accounting systems (e.g. Xero). May require additional setup. | FreeAgent, Xero | FreeAgent, Xero | FreeAgent, Xero, Quickbooks, Sage |
| ERP IntegrationsIncludes ERP platforms (e.g. NetSuite). May require additional setup. | Enterprise Only | Enterprise Only | Enterprise Only |
| Data Update FrequencyHow frequently payment and order data is refreshed via API (where available). | Every 15 minutes | Every 15 minutes | Every 15 minutes |
| Historical Data (On Setup)Amount of past payment/order data processed during initial setup (via API where possible). | 1 month | 6 months | 12 months |
| Upload FilesUpload and map CSV, XLS, XLSX or TXT files directly in the Equali dashboard. | |||
| Multi-Currency SupportReconcile and report on transactions in multiple currencies. | |||
| Multi-Entity SupportManage and reconcile data across multiple legal entities, subsidiaries or stores in one account. | |||
| Custom IntegrationsBespoke API connectors or custom development for proprietary or unique systems. | Enterprise Only | Enterprise Only | Enterprise Only |
| Custom WorkflowsBespoke workflow setup for your specific use case. | Enterprise Only | Enterprise Only | Enterprise Only |
| Categorisation & Tagging For Journal EntriesRevenue sub-ledger with categorised breakdowns for posting to specific journals (revenue, fees, etc). | |||
| Journal Entry PostingDirectly post categorised journal entries to your linked accounting system. | |||
| Link Journal Entries To Orders/PaymentsTrace and link posted journal entries back to the original order or payment record. | |||
| Settlement ReconciliationReconciles settlements vs individual payments and related entries. | |||
| Payment ReconciliationMatches payments from providers with orders from eCommerce platforms, including refunds and chargebacks. | |||
| Payment SearchSearch for any payment or order using several data points directly from the dashboard. | |||
| Custom Reconciliation RulesCustomisable reconciliation rules, including rule suppression, tolerance thresholds and more. | Enterprise Only | Enterprise Only | Enterprise Only |
| Cross-Platform ReconciliationsReconciliations across platforms e.g. Shopify orders reconciled with PayPal payments. | |||
| Cross-Asset ReconciliationsReconciliations across different asset types within a single reconciliation workflow. | Enterprise Only | Enterprise Only | Enterprise Only |
| CASS ReconciliationsSpecialised reconciliation to help achieve CASS compliance. | Enterprise Only | Enterprise Only | Enterprise Only |
| Customisable Analytics DashboardCustomisable analytics dashboard with advanced filtering, KPIs and reconciliation breakdown. | |||
| ReportingStandard and customisable scheduled and on demand reporting. | Standard | Standard | Custom |
| Scheduled ReportsAutomated reports delivered on a chosen cadence (daily, weekly or monthly) via the dashboard. | Monthly | Daily, Weekly or Monthly | Daily, Weekly or Monthly |
| Ad-hoc ReportsGenerate custom reports on demand without waiting for a scheduled run. | |||
| Flexible Custom FieldsAdd customisable metadata fields to reporting data for better filtering and reporting. | |||
| Tax ItemsMapping and categorisation of tax rates and items from sales channels and payments, for accurate tax reporting and journals. | |||
| Transaction ViewBreakdown of each transaction, showing all financial entries associated with the order, including sales, refunds, fees and tax. | |||
| CASS DashboardDedicated view and analytics for CASS reconciliation. | Enterprise Only | Enterprise Only | Enterprise Only |
| Help And SupportAvailable support channels and documentation. | Help Centre | Help Centre & Slack | Help Centre, Slack & Phone |
| Accountant AccessDedicated read-only or restricted logins for accountants and external advisors. | |||
| Onboarding SupportLevel of guided setup assistance when starting with Equali. | Self-service | Onboarding call | Onboarding call |
Trusted by merchants & platforms
"Thanks to Equali, we are able to control in detail the end-to-end flow of all transactions processed, giving us greater visibility and enabling us to detect any potential leaks or anomalies along the way."
FAQs
What is Equali?
Equali is a UK-based technology provider, offering effortless reconciliations and accounting automation for FinTech & eCommerce. Our goal is to provide you with a straightforward implementation, so you can start seeing the value of our solution in no time.
What is accounting automation for eCommerce & retail?
Accounting automation makes sure your financials are up-to-date with the most accurate and precise data, all without you lifting a finger. Equali automatically creates categorised journal entries to post to your accounting system based on the payouts you received, linked back to the individual sales, fees, refunds and all other events handled by your payment provider. These are then reconciled back to your orders, meaning you can track every order through to the cash received into your bank account and the associated journal post in your accounting system.
Are you integrated with FreeAgent?
Yes - we're integrated with FreeAgent. Setup is simple and can be done in minutes with no engineering work using our quickstart guides.
Does this work with my eCommerce marketplaces and payment providers?
Yes! We're directly connected with your eCommerce marketplaces, including Shopify, and payment providers, including PayPal and Stripe. Premium subscription customers can also upload a csv or Excel file directly to our dashboard.
Need help? FreeAgent customers get priority support as standard. Contact us for help getting started.
How long does setup take?
Sign up for a trial and follow our quickstart guides to get started in minutes, or contact the Equali team if you'd like more support or have a complex use case.
How much does it cost?
Your subscription price is based on your subscription tier and order count. We offer an exclusive 20% discount to FreeAgent customers, which is included in the above pricing table.
One source of truth for every payment
Connect your channels and providers, and let Equali reconcile, categorise and post every transaction. Start free, or see it on your own data.