Rules-Based Journal Automation
Define customizable ledger posting rules that automatically translate complex payment provider events, gateway fees, and refunds into balanced double-entry accounting records.
Continuous general ledger posting for modern finance teams
Eliminate manual journal entries and spreadsheet imports. Equali continuously creates and posts balanced, audit-ready debit and credit journals straight to your general ledger.
Enterprise ledger automation with penny-perfect precision
Designed for CFOs and Financial Controllers managing high-volume payment flows, multi-entity subsidiaries, and rapid month-end closures.
Multi-Entity Chart of Accounts Mapping
Post transactional or summary journals across diverse charts of accounts, departmental tracking dimensions, and intercompany clearing ledgers without manual re-entry.
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 General Ledger · 14 Jun
Direct ERP Web Services API
Real-time bi-directional sync with NetSuite, Xero, QuickBooks Online, and enterprise ERPs via native REST APIs.
Automated Accruals & Reversals
Schedule recurring period-end accruals and automatic first-of-month reversing journals with full audit trail references.
Immutable Audit Lineage
Every posted journal entry maintains permanent drill-down access back to raw transaction IDs and bank settlement lines.
Gartner Market Guide Recognized
Built to enterprise compliance standards, eliminating unallocated suspense account balances before audit reviews.
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 raw transaction events to balanced general ledger journals
Close your books in hours instead of weeks. Manual journal entry imports in Excel are prone to calculation errors, missing tags, and dropped line items. Equali automates the entire ingestion, validation, balancing, and posting pipeline, ensuring debits and credits balance to zero on every batch.
Automate ledger posting in three simple steps
Configure automated posting rules in hours with zero custom code.
Link your payment processors, billing systems, and general ledger accounts via secure OAuth and API keys.
Set up your nominal accounts, entity clearing ledgers, dimensional tags, and batching frequency.
Equali validates, balances, and posts journal vouchers directly into your accounting software continuously.
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.
Strategy6 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 2026Reconciliation4 min read
How to automate payment reconciliation
A four-step guide to moving from manual, spreadsheet-based payment reconciliation to an automated process that matches every payout to its orders and posts the journal entries for you.
Martin Burn · 23 July 2026Frequently asked questions about automated ledger posting
What is automated ledger posting?
Equali automated ledger posting turns raw payment, payout, and order events into balanced double-entry journals and posts them directly to your ERP or general ledger without manual CSV uploads.
How do automated journal entry tools integrate with existing ERP systems?
Equali connects to Oracle NetSuite, Xero, QuickBooks Online, and FreeAgent via native OAuth and REST APIs. It syncs your chart of accounts, tax codes, and tracking segments so every journal posts to the right ledger code.
How does Equali ensure journal entries always balance?
Equali validates that debits equal credits to the penny before sending any journal API call. Any batch with a discrepancy routes to an exception queue so an unbalanced entry never reaches your ledger.
Can Equali post summary journals instead of individual line items?
Equali posts either 1:1 transaction entries or daily summary journals grouped by payout batch, currency, and tax rate. Summary posting keeps high-volume ledgers in NetSuite, Xero, and QuickBooks fast and clean.
Which accounting platforms and ERPs are supported?
Equali supports direct automated ledger posting into Oracle NetSuite, Xero, QuickBooks Online, FreeAgent, and custom SFTP or REST API endpoints.
Does Equali support multi-currency journals with FX gain and loss?
Equali records transactions in their presentment currency and calculates realized foreign exchange gains and losses against your base ledger currency automatically.
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.