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
Power your growth with precision financials
Transform month end with 2 click journal entry posting and automated SaaS revenue recognition.
- <30 Mins
- Setup in less than 30 minutes
- 95%
- 95%+ less manual effort each month
- 0
- Zero development required
- 0
- Zero touch reconciliation & journals
Setup in minutes with zero development
Connect
Connect your data sources and accounting systems using our intuitive guides.
Reconcile
Equali automatically reconciles your payments, sales and payouts in real-time.
Review
Discrepancies are highlighted for quick resolution with break reasons.
Complete
Post categorised journal entries directly to your accounting system automatically.
Automate your SaaS accounting
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 subscriptions, meaning you can track every order through to the cash received into your bank account and the associated journal post in your accounting system.
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 |
FAQs
Can you connect to my systems without development?
Yes! We can connect with your payment providers, accounting systems and sales channels in minutes without the need for any development on your side. If you have bespoke/custom file formats, you can upload csv, Excel or txt files directly to the dashboard, as well as common bank statement formats like camt.052/camt.053 and MT940/MT942.
How long does setup take?
Most customers can get set up within 30 minutes with zero development work. We also have quick start guides to help you throughout the process. If you would prefer to speak with one of the team about more complex requirements, schedule a call with our team.
How much does it cost?
Transparent pricing is available on the pricing page of our website.
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.