Lite
$23/mo$19/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
Flexible plans for every stage of your business
Priced by the orders and payments you process each month, from your first store to enterprise scale. Start with a 14-day trial, no development required.
MonthlyAnnual Save ~17%
Pro
$47/mo$39/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
$119/mo$99/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 |
Beyond the plans
For enterprise scale or regulated safeguarding — two lanes that step outside self-serve.
Built for enterprise scale
Custom pricing
From thousands of transactions a month to millions, with ERP, custom integrations and dedicated onboarding.
- Unlimited stores, channels and integrations
- ERP, custom integrations and workflows
- Dedicated onboarding and priority support
CASS 15 ready
Bespoke pricing
The daily reconciliations, discrepancy detection and records regulated firms need behind every CASS 15 return.
- Daily internal & external reconciliation
- Discrepancies flagged with their cause
- Records ready for the monthly safeguarding return
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.