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
Flexible plans for every stage of your business
Priced by the orders and payments you process each month, from your first store to enterprise scale. Start with a 14-day trial, no development required.
MonthlyAnnual Save ~17%
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 | ||
CASS 15 reconciliation
The daily reconciliations, discrepancy detection, and records regulated firms need behind every CASS 15 return.
- 01Daily internal & external reconciliation
- 02Discrepancies flagged with their cause
- 03Reporting & shortfall alerting