The reconciliation and accounting layer for payments and commerce

Equali is a UK-based technology provider, offering effortless reconciliations and accounting automation for FinTech & eCommerce. Our goal is to provide you with a straightforward implementation, so you can start seeing the value of our solution in no time.

With Equali, you can automate your reconciliations without any development. Simply sign up and we'll work with you to implement a solution that fits your requirements.

Yes - as a UK-based reconciliation and reporting specialist, we support regulated firms with their end-to-end CASS 15 reconciliation workflows. Our platform automates daily internal and external safeguarding reconciliations and monthly safeguarding returns.

Pricing is available on the pricing page of our website for standard use cases. For regulated firms or to discuss enterprise/white-label requirements, please contact us directly or arrange a call and we'll speak with you more about what you need.

We offer a number of partnership options, including referral partnerships and more embedded/white-label solutions. Book a call with our team so we can walk through your requirements and determine what type of solution works best for you and your customers.

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 orders, meaning you can track every order through to the cash received into your bank account and the associated journal post in your accounting system.

Yes - we are integrated with Shopify and pull order and payments data every 15 minutes.

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.

Most merchants can get set up within 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.

View our pricing table above for more details about our pricing options for your use case.

As a UK-based reconciliation and reporting specialist, we support regulated businesses with their safeguarding reconciliation and reporting requirements under CASS 15. Our platform delivers daily internal and external reconciliations, discrepancy detection, and monthly safeguarding returns.

Under CASS 15, regulated firms must perform daily internal and external safeguarding reconciliations, investigate and resolve discrepancies immediately, and submit accurate monthly safeguarding returns to the FCA.

We are directly connected via API to a number of payment providers, accounting systems and ERPs, and can pull data from these sources in real-time. For bank statements, we can accept .csv, .xls, .xlsx and .txt file formats. Got a bespoke format? We support file upload directly to the dashboard, as well as SFTP file transfer. Contact the Equali team and we can help you get started.

Depending on the complexity of your business, setup could take as little as a few days, or a few weeks. Regardless of your complexity, we'll guide you throughout onboarding to ensure your reconciliation workflows are fully operational, with dedicated Slack or Teams channels and regular onboarding calls.

Pricing for our CASS 15 solution is determined by the complexity and size of your requirements. Schedule a call with our team to find out more.

CASS 15 is the FCA's safeguarding regulation for payment and e-money institutions, designed to protect customer funds by mandating daily reconciliations, strict shortfall remedies, and regular regulatory reporting.

As a UK-based reconciliation and reporting specialist, we support regulated businesses with their safeguarding reconciliation and reporting requirements under CASS 15. Our platform delivers daily internal and external reconciliations, discrepancy detection, and monthly safeguarding returns.

Under CASS 15, regulated firms must perform daily internal and external safeguarding reconciliations, investigate and resolve discrepancies immediately, and submit accurate monthly safeguarding returns to the FCA.

We are directly connected via API to a number of payment providers, accounting systems and ERPs, and can pull data from these sources in real-time. For bank statements, we can accept .csv, .xls, .xlsx and .txt file formats. Got a bespoke format? We support file upload directly to the dashboard, as well as SFTP file transfer. Contact the Equali team and we can help you get started.

Depending on the complexity of your business, setup could take as little as a few days, or a few weeks. Regardless of your complexity, we'll guide you throughout onboarding to ensure your reconciliation workflows are fully operational, with dedicated Slack or Teams channels and regular onboarding calls.

Pricing for our CASS 15 solution is determined by the complexity and size of your requirements. Schedule a call with our team to find out more.