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Your Accounting Assistant: Automate Your Account Reconciliations & Financial Close

Connect QuickBooks and your bank once. Equility matches transactions, flags errors, and delivers a clean close — reducing reconciliation time by up to 95%.

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500+

Accounting Pros

10K+

Reconciliations

50+

Hours Saved Monthly

Equility bank reconciliation dashboard
Equility bank reconciliation dashboard
Equility bank reconciliation dashboard

Integrates with

  • Integrates with - integration partner
  • Integrates with - integration partner
  • Integrates with - integration partner

Start automating your bank reconciliations today

Choose Your Reconciliation Frequency

How often the account needs to be reconciled (e.g., monthly, quarterly, yearly, etc).

Set a Deadline

When the account needs to be reconciled by (ie, two days after the close date).

Link Your Banking Data

This can be done via API connection or CSV upload.

Complete Your Reconciliation

We help you identify and amend any missing or erroneous transactions in minutes, reducing reconciliation times by up to 95%.

Then put your financial review on auto-pilot

01.

Account Reconciliations

Connect your online banking data and we’ll ensure that the balance on QuickBooks matches the balance on your banking and credit card account.

02.

Depreciation & Amortization

We verify that your depreciation and amortization expense always equals the summation of your accumulated depreciation and amortization during the review period.

03.

Undeposited Funds

Make sure that this balance is accurate and that you did not forget to mark customer checks as deposited into the proper bank account.

04.

Assets

We check that your asset accounts are compliant with your business’s tax structure — so nothing slips through during filing.

05.

Liabilities

We verify that your liability accounts match your business’s tax structure — flagging any non-compliant entries before they create problems at tax time.

06.

Equity Allocations

We verify that your equity accounts align with your business entity type — catching non-compliant allocations before they become audit issues.

Automated Financial Reviews

Catch Errors Before They Cost You

Equility automatically reviews your QuickBooks data, flags discrepancies, and surfaces issues that would take hours to find manually.

Equility Automated Financial Reviews - Catch Errors Before They Cost You
Effortless Bank Reconciliation

Connect Once. Reconcile in Minutes.

Link your bank accounts or upload statements — Equility automatically matches transactions and highlights what needs your attention.

Equility Effortless Bank Reconciliation - bank account list
Equility transaction matching interface
Equility reconciliation workflow results
Analytics and Reporting

Your Numbers,
Explained Clearly

See exactly where your financials stand with clear dashboards and reports — no more digging through spreadsheets to find answers.

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Equility analytics and reporting dashboard

Service Offerings

Need bookkeeping help in a pinch? Our team of US-based bookkeepers can help you complete these time sensitive tasks in as little as two days.

Account Reconciliations

E-Commerce Data Entry Tasks

Payroll Reconciliations

Depreciation & Amortization Entries

Connect with Us

Book A Free Demo

Discover how our platform can simplify your financial reviews and bank reconciliation operations. Automate tasks, improve accuracy, and save time.


Michael Nieto

In 30 minutes, you'll see Equility working with your actual QuickBooks data. No pitch deck, no pressure — just a live walkthrough.

Michael Nieto

CEO

Pricing Plan

The pricing below indicates the price per month.

LIMITED OFFER

14-Day Free Trial

Experience all premium features, plus get 20 free PDF parser credits when you subscribe

Premium

Everything you need to automate reconciliations and close faster.


  • QuickBooks Online
  • Account Reconciliation Module
  • Financial Review Module
  • Additional Features - Advisory Support

$ 15

/per month
🔥 Popular
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Jeff Chadwick company logo

Equility’s bank reconciliation wizard turned a messy, hour-long process of reconciling my business accounts into an automated, 5-minute solution.

Jeff Chadwick

Chadwick Creative
Lisa Culverwell company logo

Where has this been all my life!

Lisa Culverwell

Miss Elsie’s Bookkeeping
Analytics and Reporting

Your Next Close Is Already Counting Down

Every hour your team spends on manual reconciliations is an hour they're not doing higher-value work. Equility handles the matching, the checks, and the errors — so your close takes hours, not days.

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