Equility
One-click financial accuracy verification for QuickBooks Online (+ automate your bank recs!)
Verify your financial statement accuracy with one click.
Transform small-business financial compliance through real-time analysis of cloud-based financial statement accuracy.
Introducing Equility.
TL;DR
At-a-glance
Best for
Integrations
Overview
How ready are you for a financial audit?
Regulatory Risks
Whether through ignorance or a lack of resources, being in non-compliance can lead to hefty penalties and interest assessments by the IRS.
Source Data Input Risks
Properly allocated financial transactions is difficult and requires detailed analysis of the source data to verify financial accuracy and data fidelity.
Documentation Risks
Audit costs skyrocket when documents and work papers are not stored properly and easily accessible to auditors.
How it works with QuickBooks (Compliance Check)
Once Equility is connected to your QuickBooks Online account, we review your financial statements for a wide range of potential issues, including but not limited to:
- Bank & Credit Card Reconciliation Status
- Depreciation & Amortization Entries
- Uncategorized Asset Listings
- Undeposited Funds Balance
- Entity-based Equity Allocations
- S-Corp Payroll Regulations
- Clearing Accounts / Uncategorized Transactions
Our platform then provides you with a financial review summary, which can be reviewed in-house or downloaded as a PDF to share with clients or financial professionals.
How it works with QuickBooks (Account Reconciliation Wizard)
We use our proprietary algorithm to compare your bank register transactions in QuickBooks Online to those on your bank statement.
We then compare the transactions in QuickBooks Online against those on your bank statement.
Before you know it, Equility will return your results, provide suggested matches, and allow you to add any missing transactions directly into QuickBooks Online.
Check out the demo video here for further insights.
Who can use Equility to help ensure their financial compliance?
Bookkeepers
Minimize the time spent on your account reconciliations.
Accounting Firms
Streamline your monthly close tasks with our compliance check.
Auditing Firms
Save time gathering audit-related work papers and documents.
Get access to Equility now!
Plans & features
Deal terms & conditions
- Lifetime access to Equility
- You must redeem your code(s) within 60 days of purchase
- All future Plan updates
- Please note: This deal is not stackable
60 day money-back guarantee. Try it out for 2 months to make sure it's right for you!