One-Click Xero Bank Reconciliation
Daily Shopify Payments deposits match perfectly against generated sales invoices and fee expense credits in your Xero bank feed with green 'OK' matching.
Automated payment reconciliation from Shopify to Xero
Eliminate month-end spreadsheet matching. Automatically post daily summarised Shopify sales, merchant fees, shipping, and tax directly into Xero.
Effortless Shopify bookkeeping for Xero businesses
Designed for fast-growing UK and international multi-channel brands. Say goodbye to unallocated bank deposits and messy transaction logs.
Multi-Rate Tax & Fee Line-Item Precision
Decompose gross GMV, UK standard VAT (20%), zero-rated goods, EU OSS, and transaction fees into discrete Xero chart of accounts nominals.
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 Xero · 14 Jun
Xero Tracking Categories
Tag orders by sales channel, warehouse, or regional territory for comprehensive P&L reporting.
Multi-Currency & FX Handling
Automatically accounts for exchange rate fluctuations and bank conversion surcharges.
Accountant Practice View
Bookkeeping practices manage all client Shopify stores from a single unified Equali dashboard.
No Duplicate Transactions
Idempotent event syncing ensures payout batches never post twice, even when payouts span weekend bank holidays.
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 Xero balance sheet in real time
Keep your books audit-ready every day of the week. Equali groups your customer orders into payout batches, maps clearing accounts automatically, and records fee adjustments in real time. When your bank deposit arrives, Xero identifies the matching batch instantly.
Connect Shopify to Xero in three simple steps
Set up in under 5 minutes without writing a single line of code.
Securely authenticate your Shopify store and Xero organisation via standard OAuth.
Assign your Xero sales revenue, sales tax liability, merchant fees, and payment clearing accounts.
Payout batches post automatically, ready for one-click confirmation in your Xero bank feed.
MonthlyAnnual Save ~17%
Lite
$23/mo$19/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
$47/mo$39/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
$119/mo$99/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 Xero sync
How does Equali sync Shopify payouts with Xero?
Equali fetches the official Shopify payout batch, creates an itemised sales invoice and fee bill in Xero, and matches them to the exact net deposit in your bank feed.
How are Shopify Payments processing fees recorded in Xero?
Equali records fees as a line-item expense against your Payment Processing Fees account in Xero, keeping your gross turnover and costs fully transparent.
Does Equali handle refunds and gift cards?
Equali automatically matches refunds against the payout batch they were deducted from, and maps gift cards to a dedicated unearned revenue liability account.
Can our accounting firm manage multiple client Shopify stores?
Equali includes a unified multi-tenant Practice View designed specifically for bookkeeping practices and accountants.
How does Equali map UK VAT rates for Making Tax Digital (MTD) in Xero?
Equali assigns standard, reduced, zero-rated, and exempt VAT tax codes on every line item, ensuring your Xero Making Tax Digital returns reconcile accurately.
Can Equali handle multi-currency Shopify Markets orders in Xero?
Equali records international transactions using live foreign currency exchange rates, balancing foreign bank payouts against local currency turnover.
How does Equali reconcile physical point-of-sale register sessions from Shopify POS in Xero?
Equali generates balanced journal vouchers for retail till shifts, separating card terminal receipts and till floats from online e-commerce sales.
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.