How It Works
From messy books to confident close — in minutes, not days.
From messy books to confident close
Equility connects to your accounts, imports transactions, and reconciles automatically — so your team can stop chasing numbers and start trusting them.
From messy books to confident close
Equility connects to your accounts, imports transactions, and reconciles automatically — so your team can stop chasing numbers and start trusting them.
Connect Your Accounts
QuickBooks + Plaid in 2 minutes.
Link your QuickBooks company and bank accounts via Plaid. Equility syncs your chart of accounts automatically — no manual setup, no CSV imports.
Import Your Transactions
Every account. Always current.
All bank and credit card transactions pull in automatically in real-time. Your books stay current across every account without anyone lifting a finger.
Reconcile Automatically
Smart matching. Zero manual review.
Equility's matching engine pairs transactions to your GL entries instantly. Variance detection flags the exceptions — you only touch what matters.
Review & Close Confidently
Close in minutes, not days.
Drill into any variance, generate audit-ready reports, and close your books with a complete paper trail. What used to take days now takes minutes.
Secure Transaction Management
Streamline financial operations with Equility's secure transaction management, ensuring error-free processes and enhanced efficiency.
- Track and reconcile transactions in real time.
- Ensure accuracy with automated transaction matching.
- Maintain compliance with robust security protocols.
Automated Reconciliation
Save time and eliminate errors with automated bank reconciliation, ensuring accuracy and transparency in your financial records.
- Reconcile bank transactions automatically to reduce manual effort.
- Identify discrepancies quickly with real-time insights.
- Ensure data integrity with error-free reconciliation processes.
Customizable Reporting and Analytics Tools
Leverage powerful reporting and analytics tools to gain actionable insights and make informed financial decisions.
- Generate detailed reports tailored to your business needs.
- Analyze financial performance with interactive dashboards.
- Identify trends and optimize operations with advanced analytics.
Integrates seamlessly with the tools you already rely on.
Integration with
Your Next Close Is Already Counting Down
Every hour your team spends on manual reconciliations is an hour they're not doing higher-value work. Equility handles the matching, the checks, and the errors — so your close takes hours, not days.