FreeAgent Customers: Zero-Touch Posting for Shopify, Amazon & More | Equali

Scalable reconciliations to help you achieve CASS 15 compliance

Reduce risk and leverage a transaction-level system of record that scales with you

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<30 Mins

95%

0

0

Setup in less than 30 minutes
95%+ less manual effort each month
Zero development required
Zero touch reconciliation & journals

Purpose-built CASS solutions to help achieve compliance

Dedicated CASS module with simple setup and ongoing support
Zero-touch reconciliation
An image of Dreelio's in app customization feature
An image of Dreelio's in app customization feature

Zero-touch reconciliations designed for firms operating under CASS 15, with automated matching, auditable exception handling, and reporting workflows.

Connected system of record
An image of Dreelio's in app customization feature

Auditable, granular recordkeeping from payment, to payout, to journal entry from all of your connected data sources (API, SFTP or file upload).

Reduce manual work by 95%+

Turn month end into a seamless process with a single source of truth.

Get compliant quickly

Simple setup to help you get compliant as quickly as possible, before the 7th May 2026 deadline.

0 development required

Take advantage of a simple, scalable solution built and maintained by experts.

Purpose-built CASS solutions to help achieve compliance

Dedicated CASS module with simple setup and ongoing support
Zero-touch reconciliation
An image of Dreelio's in app customization feature
An image of Dreelio's in app customization feature

Zero-touch reconciliations designed for firms operating under CASS 15, with automated matching, auditable exception handling, and reporting workflows.

Connected system of record
An image of Dreelio's in app customization feature

Auditable, granular recordkeeping from payment, to payout, to journal entry from all of your connected data sources (API, SFTP or file upload).

Reduce manual work by 95%+

Turn month end into a seamless process with a single source of truth.

Get compliant quickly

Simple setup to help you get compliant as quickly as possible, before the 7th May 2026 deadline.

0 development required

Take advantage of a simple, scalable solution built and maintained by experts.

An image of Freelio's project ui

Free Access for Auditors & Accountants

Speed up your safeguarding audit: We don't charge extra for your auditors - during your safeguarding audit and throughout the year. Grant them access, and they can create reports independently, reducing the manual work and back and forth with CASS audits.

Auditability

Reporting

Simple setup

Dedicated Support

An image of Freelio's project ui

Free Access for Auditors & Accountants

Speed up your safeguarding audit: We don't charge extra for your auditors - during your safeguarding audit and throughout the year. Grant them access, and they can create reports independently, reducing the manual work and back and forth with CASS audits.

Auditability

Reporting

Simple setup

Dedicated Support

White-glove onboarding to help you get started

Specialist support to help regulated firms get started, with no development required.

Connect

Connect your eCommerce platforms, payments and accounting systems in minutes.

Reconcile

Equail automatically reconciles your payments, orders and settlements in real-time.

Review

Automatically find discrepancies, with clear reasons that help you resolve them quickly and easily.

Close

Post categorised journal entries directly to your accounting system, including tax.

Backed by

Trusted by FinTechs

Unified automation that cuts manual work, risk and complexity

"Thanks to Equali, we are able to control in detail the end-to-end flow of all transactions processed, giving us greater visibility and enabling us to detect any potential leaks or anomalies along the way."

Wouter van Haaften

CFO, Sunday

"Thanks to Equali, we are able to control in detail the end-to-end flow of all transactions processed, giving us greater visibility and enabling us to detect any potential leaks or anomalies along the way."

Wouter van Haaften

CFO, Sunday

"Thanks to Equali, we are able to control in detail the end-to-end flow of all transactions processed, giving us greater visibility and enabling us to detect any potential leaks or anomalies along the way."

Wouter van Haaften

CFO, Sunday

FAQs

What is CASS 15?
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Can you suppport our CASS 15 reconciliation workflows?
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When does CASS 15 come into effect?
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How much does it cost?
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What data formats do you support?
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How long does setup take?
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