July Updates & New Features from Equility

Company News

Jul 29

Updates & New Features from Equility - Equility - Small Business Financial Compliance

We're continuously working on improving Equility and we wanted to keep you updated on the recent changes.

Check out the recap below!

Ability to 'Override' failed compliance checks

Screenshot of Equility Compliance Check with red arrow pointing to new override button

If you believe that a 'Checking & Credit Card Reconciliation' or 'Uncategorized Transactions' compliance test should be moved from 'Failed' to 'Passed', you now have the option to click an 'Override' button to change the state.

Add comments to compliance check line items

Screenshot of Equility Compliance Check new comments feature with yellow arrow

You now have the ability to add comments to any line item within the compliance test results. These comments can help provide additional context to your financial review.

Choose your accounting method

Screenshot of Equility Compliance check new accounting method feature with green arrow

You can now run a compliance check on the cash- or accrual-basis.

Accuracy Percentage

We added an accuracy percentage column within your compliance check history, so you can easily review the status of your past checks.

In-App Search bar

You can now search for help and support using our in-app search bar. Just click on the lightning bolt icon (⚡️) in the top right corner to find tutorials and locate features.

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Michael Nieto

As the owner of the financial consulting firm, Lanyap Financial, Michael helped businesses and lending institutions who needed help improving their financial operations and identifying areas of financial weakness.

Michael has since leveraged this experience to found the software startup, Equility, which is focused on providing businesses with a real-time, unbiased assessment of their accounting accuracy, at a fraction of the cost of hiring an external auditor.

Connect with Michael on LinkedIn.