Lite
£18/mo£15/mo
+ VAT/sales tax where applicable
Not available at this volume
- 1 sales or payment integration
- 2 click journal entry posting
- Settlement reconciliations
- Dashboard & standard reports
- Payment Search
- Tax Items
Your sales channel payouts posted to Xero automatically. Sales, fees, refunds and VAT are split out and matched to the penny.
Connected to:
+ more
Set up once. After that, every settlement is reconciled and categorised before it reaches Xero.
Connect your sales channels, payments and accounting systems in minutes.
The guided setup confirms your tax settings, Xero accounts and posting preferences.
Review each settlement before posting, confirming every transaction matches the payout figure.
Post categorised settlement breakdowns to Xero, with sales, fees and refunds each on their own line.
Unified automation that cuts manual work, risk and complexity: from SMBs to multinationals
"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."
£18/mo£15/mo
+ VAT/sales tax where applicable
Not available at this volume
£36/mo£30/mo
+ VAT/sales tax where applicable
Not available at this volume
£90/mo£75/mo
+ VAT/sales tax where applicable
Not available at this volume
| Feature | LiteStart trial | ProStart trial | PremiumStart trial |
|---|---|---|---|
| Sales & Payment IntegrationsIncludes eCommerce platforms (e.g. Shopify, Amazon) and payment providers (e.g. Stripe). May require additional setup. | 1 | 3 | Unlimited |
| Accounting IntegrationsIncludes accounting systems (e.g. Xero). May require additional setup. | |||
| Data Update FrequencyHow frequently payment and order data is refreshed via API (where available). | 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 |
| 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. | - | ||
| 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. | - | - | |
| Reconciliation Approval WorkflowA second approver reviews and authorises reconciliation changes before they take effect. | - | - | - |
| 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 |
| Scheduled ReportsAutomated reports delivered on a chosen cadence (daily, weekly or monthly) via the dashboard. | Monthly | Daily, Weekly or Monthly | Daily, Weekly or Monthly |
| Ad-hoc ReportsGenerate custom reports on demand without waiting for a scheduled run. | - | - | |
| 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. | |||
| Help and supportAvailable support channels and documentation. | Help centre & support chat | Help centre, support chat & Slack | Help centre, support chat, Slack & 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 | ||
Equali connects Shopify, Amazon, eBay, Etsy and Stripe to Xero. Each sales channel posts on its own. Premium plan users can also import transactions via CSV or Excel.
Equali connects Shopify to Xero from the Shopify App Store, or directly from your Equali account. You link your store during the Connect step of setup. Once connected, Shopify payouts post to Xero automatically, with sales, fees, refunds and VAT split out.
Equali connects Amazon to Xero through the Equali app in Amazon's Appstore. Open the listing and sign in with your Amazon account to link it. Once linked, Amazon settlements post to Xero on their own, with sales, fees, refunds and VAT split out.
Equali connects eBay to Xero from the Connections step of setup. Select Connect on the eBay card, then sign in to eBay and grant Equali access. Once linked, eBay payouts post to Xero on their own, with sales, fees, refunds and VAT split out.
Equali connects Etsy to Xero from the Connections step of setup. Select Connect on the Etsy card, then sign in to Etsy and grant Equali access; Equali checks your shop is open before it connects. Once linked, Etsy payouts post to Xero on their own, with sales, fees, refunds and VAT split out.
Equali posts the tax your sales channels provide on every sale, refund and fee to Xero. Where a channel does not provide tax for a line, Equali estimates it from your tax profile, which you confirm during setup: whether you are VAT-registered, your tax country and your rate.
Equali offers Xero customers a 14-day free trial on real payouts. A card is taken at sign-up so the account continues without interruption if you decide to stay, but nothing is charged during the trial. Cancel from the Billing page before the trial ends to avoid any charge.
Setup with Equali and Xero takes just a few minutes, in four steps. Connect your sales channels and Xero. Confirm your tax settings, Xero accounts and posting preferences in the guided setup. Review each settlement to confirm it reconciles to the penny. Then post your categorised settlement breakdowns directly to Xero. Most customers post their first settlement the same day.
Equali costs Xero users from £15 a month billed annually, or £18 billed monthly for UK businesses. Your price depends on the plan (Lite, Pro or Premium) and how many orders and payments you process each month. Every plan starts with a 14-day free trial.
Equali suggests standard Xero accounts, such as 200 (Sales) for orders and 404 (Bank Fees) for processing deductions. You can change any of these nominal code mappings during setup to match your own chart of accounts.
Equali links Stripe payouts to Xero with exact precision. It splits out gross sales, processing fees, refunds, and exchange rate lines into your Xero clearing accounts so your books balance to the penny.
Equali matches each payout deposit directly to your Xero bank feed. When a payout lands in your bank, the net total matches the Equali clearing entry in Xero for one-click reconciliation.