Categorised settlement postings
Each Shopify payout is reconciled, then sent to FreeAgent as a categorised settlement posting, with no manual tagging.
Zero-touch eCommerce accounting from Shopify to FreeAgent
Eliminate manual bookkeeping. Automatically post categorised sales, fees, taxes, and refunds from Shopify straight into FreeAgent, with 20% off for FreeAgent customers.
Automated Shopify bookkeeping for FreeAgent businesses
Built for UK eCommerce sellers using FreeAgent. No more CSV uploads or breaking payouts down by hand.
Tax & Fee Line-Item Precision
Sales, VAT, shipping, refunds and processing fees each post to their own FreeAgent category.
AUDIT ENTRY#10432
Posted · Verified
Gross Sale£49.99
VAT (20%, incl.)£8.33
Processing fee (2.9%)−£1.45
Net Payout SettledMatched to bank MT940
£48.54Audit Ref: AUD-2026-9921Posted to FreeAgent · 14 Jun
Exclusive 20% FreeAgent discount
Enjoy 20% off all Equali subscription tiers as an active FreeAgent customer.
No duplicate transactions
A settlement is marked as posted once it reaches FreeAgent and cannot be posted again, so nothing lands twice.
Summarised or line by line
Post each settlement as a summary or line by line, and split settlements that cross a month end.
Daily automated settlement sync
Payout batches are retrieved, reconciled, and posted to FreeAgent automatically every day.
AUDIT TRAIL#TX-94021
100% 3-Way Matched
01
Shopify Order#10432
12 Jun · Online Checkout£49.99Gross Sale
02
Stripe Gatewaych_3N84x
Fee deducted: −£1.45 (2.9%)£48.54Net Captured
03
Barclays SettlementMT940
Payout po_941 · 14 Jun£48.54Settled In Bank
Variance: £0.00 (Zero Break)Ledger: Xero JE-8892
From Shopify checkout to categorised FreeAgent postings
Keep your FreeAgent accounts up to date without manual calculations. Equali pulls in every Shopify payout with its orders, fees and refunds, reconciles it to the money that landed, and sends it to FreeAgent as a categorised settlement posting.
Automate your FreeAgent books in three simple steps
Connect both platforms securely in under five minutes. No technical background required.
Connect your Shopify store and your FreeAgent company profile via secure OAuth with a couple of clicks.
Choose the FreeAgent categories for sales, fees and refunds, and confirm your tax settings.
Equali posts each reconciled settlement to FreeAgent as a categorised posting, summarised or line by line.
MonthlyAnnual Save ~17%
Lite
£15/mo£12/mo
+ VAT/sales tax where applicable
Not available at this volume
1 month of history on setup
- 1 sales or payment integration
- 2 click journal entry posting
- Settlement reconciliations
- Dashboard & standard reports
- Payment Search
- Tax Items
Pro
£30/mo£24/mo
+ VAT/sales tax where applicable
Not available at this volume
6 months of history on setup
- Everything in Lite
- Up to 3 sales or payment integrations
- Slack support
- Daily, weekly or monthly scheduled reports
- Multi-Store Support
Premium
£75/mo£60/mo
+ VAT/sales tax where applicable
Not available at this volume
12 months of history on setup
- Everything in Pro
- Unlimited sales or payment integrations
- Custom reporting
- Ad-hoc Reports
- File Upload
£Custom
+ VAT/sales tax where applicable
Scalable enterprise solutions for more complex requirements
- Everything in Premium
- Unlimited stores
- Unlimited payment providers
- Unlimited sales channels
- Unlimited integrations
- Custom API access integrations
- Priority phone & Slack support
- Custom onboarding & training
Compare all features
| Feature | LiteStart trial | ProStart trial | PremiumStart trial | EnterpriseBook a demo |
|---|---|---|---|---|
| Sales & Payment IntegrationsIncludes eCommerce platforms (e.g. Shopify, Amazon) and payment providers (e.g. Stripe). May require additional setup. | 1 | 3 | Unlimited | Unlimited |
| Accounting IntegrationsIncludes accounting systems (e.g. Xero). May require additional setup. | ||||
| ERP IntegrationsIncludes ERP platforms (e.g. NetSuite). May require additional setup. | Enterprise Only | Enterprise Only | Enterprise Only | |
| Data Update FrequencyHow frequently payment and order data is refreshed via API (where available). | Every 15 minutes | Every 15 minutes | Every 15 minutes | Every 15 minutes |
| Historical Data (On Setup)Amount of past payment/order data processed during initial setup (via API where possible). | 1 month | 6 months | 12 months | 12 months |
| Upload FilesUpload and map CSV, XLS, XLSX or TXT files directly in the Equali dashboard. | - | - | ||
| Multi-Currency SupportReconcile and report on transactions in multiple currencies. | ||||
| Multi-Entity SupportManage and reconcile data across multiple legal entities, subsidiaries or stores in one account. | - | |||
| Custom IntegrationsBespoke API connectors or custom development for proprietary or unique systems. | Enterprise Only | Enterprise Only | Enterprise Only | |
| Custom WorkflowsBespoke workflow setup for your specific use case. | Enterprise Only | Enterprise Only | Enterprise Only | |
| Categorisation & Tagging For Journal EntriesRevenue sub-ledger with categorised breakdowns for posting to specific journals (revenue, fees, etc). | ||||
| Journal Entry PostingDirectly post categorised journal entries to your linked accounting system. | ||||
| Link Journal Entries To Orders/PaymentsTrace and link posted journal entries back to the original order or payment record. | ||||
| Settlement ReconciliationReconciles settlements vs individual payments and related entries. | ||||
| Payment ReconciliationMatches payments from providers with orders from eCommerce platforms, including refunds and chargebacks. | - | - | ||
| Payment SearchSearch for any payment or order using several data points directly from the dashboard. | ||||
| Advanced Reconciliation ToolsBrowse reconciliation results, review reports, resolve breaks and understand why they occurred. | - | - | ||
| Custom Reconciliation RulesCustomisable reconciliation rules, including rule suppression, tolerance thresholds and more. | Enterprise Only | Enterprise Only | Enterprise Only | |
| Cross-Platform ReconciliationsReconciliations across platforms e.g. Shopify store orders reconciled with Stripe payments. | Enterprise Only | Enterprise Only | Enterprise Only | |
| Reconciliation Approval WorkflowA second approver reviews and authorises reconciliation changes before they take effect. | - | - | - | |
| CASS ReconciliationsSpecialised reconciliation workflows for CASS 15 safeguarding reconciliation and reporting. | Enterprise Only | Enterprise Only | Enterprise Only | |
| Split Settlements At Month-EndSplit a settlement that spans a month end so each period's figures are accurate. | - | |||
| Customisable Analytics DashboardCustomisable analytics dashboard with advanced filtering, KPIs and reconciliation breakdown. | ||||
| ReportingStandard and customisable scheduled and on demand reporting. | Standard | Standard | Custom | Custom |
| Scheduled ReportsAutomated reports delivered on a chosen cadence (daily, weekly or monthly) via the dashboard. | Monthly | Daily, Weekly or Monthly | Daily, Weekly or Monthly | Daily, Weekly or Monthly |
| Ad-hoc ReportsGenerate custom reports on demand without waiting for a scheduled run. | - | - | ||
| Flexible Custom FieldsAdd customisable metadata fields to reporting data for better filtering and reporting. | Enterprise Only | Enterprise Only | Enterprise Only | |
| Manual Financial EntriesAdd one-off financial entries directly, outside the automated feed, for cases the connectors don't cover. | - | - | ||
| Tax ItemsMapping and categorisation of tax rates and items from sales channels and payments, for accurate tax reporting and journals. | ||||
| Transaction ViewBreakdown of each transaction, showing all financial entries associated with the order, including sales, refunds, fees and tax. | ||||
| CASS DashboardDedicated view and analytics for CASS reconciliation. | Enterprise Only | Enterprise Only | Enterprise Only | |
| Help and supportAvailable support channels and documentation. | Help centre & support chat | Help centre, support chat & Slack | Help centre, support chat, Slack & phone | Help centre, support chat, Slack & priority phone |
| Accountant AccessDedicated read-only or restricted logins for accountants and external advisors. | ||||
Ready to get started?14-day free trial on self-serve plans | PremiumStart 14-day trial | EnterpriseBook a demo | ||
Trusted by merchants & FinTechs
Customer Story"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 HaaftenCFO, Sunday
Related reading & guides
Explore technical guides and architectures for automated reconciliation and accounting.
Accounting6 min read
What is journal entry automation?
Journal entry automation creates the categorised accounting entries for your sales, fees, refunds and payouts without anyone typing them, and reconciles them back to the orders and settlements they came from.
Martin Burn · 22 July 2026Strategy6 min read
Build vs buy: automated reconciliations
Should you build automated reconciliations in-house or buy an off-the-shelf specialist product? The factors to weigh, from opportunity cost and complexity to maintenance.
Martin Burn · 23 July 2026Frequently asked questions about Shopify and FreeAgent integration
How does Equali sync Shopify transactions with FreeAgent?
Equali connects to Shopify by API, groups orders, fees and refunds by payout, reconciles each payout, and sends it to FreeAgent as a categorised settlement posting, with no manual entry.
How are Shopify processing fees recorded in FreeAgent?
Equali posts Shopify processing fees to their own FreeAgent category, Bank/Finance Charges by default, separate from sales, so your sales and your costs each show in full.
Does this integration support UK VAT and Making Tax Digital (MTD)?
Equali posts the VAT Shopify provides on each sale, refund and fee to FreeAgent, and estimates it from your tax profile where Shopify gives none. FreeAgent then includes it in the VAT return you submit to HMRC through Making Tax Digital.
How do I claim the 20% FreeAgent customer discount?
Equali applies the 20% FreeAgent discount automatically for Shopify merchants, with no code to enter. Select FreeAgent when sign-up asks which accounting system you use, or start your trial from the Equali for FreeAgent page, and the discount is applied at checkout.
Which FreeAgent categories does Equali post to?
Equali suggests FreeAgent's standard categories, such as Sales for orders and refunds and Bank/Finance Charges for payment fees. You can change any of these mappings during setup to suit your own chart.
How long does setup take for Shopify and FreeAgent?
Equali setup with Shopify and FreeAgent takes just minutes in four steps. Connect your store and FreeAgent, confirm your tax settings and categories, review your settlement status, and post your breakdowns to FreeAgent.
Stop chasing reconciliations in spreadsheets
Connect your channels and providers, and let Equali reconcile, categorise and post every transaction. Start free, or see it on your own data.