Features

Simplify financial accounting with Equility. Streamline reviews, automate reconciliations, and gain actionable insights with ease.

Data Analytics

Easily visualize your financial data, and create custom charts and graphs.

Reconciliation Wizard

Sync to your bank account and automate your bank reconciliations in minutes, regardless of how many transactions there are.

Financial Review

Create custom rules and let our software analyze your books for any errors that you might have missed. Never worry about an inaccurate close again.

Project Management

Streamline work processes for maximum efficiency, empowering teams to collaborate, manage projects, and achieve goals.

Secure Transaction Management

Streamline financial operations with Equility's secure transaction management, ensuring error-free processes and enhanced efficiency.

Track and reconcile transactions in real time.
Ensure accuracy with automated transaction matching.
Maintain compliance with robust security protocols.

Automated Reconciliation

Save time and eliminate errors with automated bank reconciliation, ensuring accuracy and transparency in your financial records.

Reconcile bank transactions automatically to reduce manual effort.
Identify discrepancies quickly with real-time insights.
Ensure data integrity with error-free reconciliation processes.

Customizable Reporting and Analytics Tools

Leverage powerful reporting and analytics tools to gain actionable insights and make informed financial decisions.

Generate detailed reports tailored to your business needs.
Analyze financial performance with interactive dashboards.
Identify trends and optimize operations with advanced analytics.

Integrates seamlessly with the tools you already rely on.

Integration with

See Common Question and Answer

Yes, you do. The download link can be found here or within the Equility platform.

Simply go to the ‘All Companies’ page within the application and click the ‘Add Company’ button. Once you click that button, and enter your QuickBooks Online credentials, you’ll be able to choose the company that you’d like to add to your Equility dashboard.

For each company that you add to Equility, you’ll have the ability to add a team member as a ‘View Only’ or ‘Member’. Once you add a company to Equility, simply click the company name, navigate to the ‘Company’ details page and click ‘Invite teammate’.

Once installed, our plug-in gives you the ability to start using Equility to complete an account reconciliation from within QuickBooks Online by clicking the ‘Reconcile with Equility’ button, which will be in the top right of your reconciliation page. A walk-through video can be found here. You can also start a reconciliation directly within Equility by choosing your company, and then clicking the ‘Account Reconciliation’ button.

Once you’ve chosen your company, you simply need to click the ‘Compliance Check’ button and then answer a few questions about the business, as well as the date range of compliance check. Once this information is entered, simply click the ‘Start’ button and Equility will do the rest!

If Equility flags any issues with your QuickBooks Online account that you’re unsure of how to fix, it is recommend to schedule an advisory call with our team. During this call, we will use the time to explain why the issue was flagged and to help you come up with a process to ensure that these issues do not reoccur in the future. Eventually, we will build solutions that will help automate these processes, but until then, we want to be as hands on as possible, to ensure that your books get closed properly.

Analytics and Reporting

Optimize Your Financial Processes

Streamline financial reviews and bank reconciliation with our platform. Gain actionable insights, automate workflows, and manage everything seamlessly in one place.

Book a Demo