Equated is currently in early access. Book a 15-minute demo to get your workspace set up.
1
Connect your bank feed
Link your bank and credit card accounts. Transactions stream in continuously and become the source of cash movement in your books.
2
Connect your platforms
Connect the tools you already use: QuickBooks, Mercury, Gmail, Humi, Shopify, Square. Source documents and payroll data flow in automatically. See Connect your accounts.
3
Bring in your documents
Email receipts, bills, and invoices to accounting@equated.co from the address you sign in with, or upload them. They land in a single inbox, ready to be linked to transactions.
4
Review and confirm
Categorize transactions, and link bills and receipts to them. Every action shows its accounting effect first. Confirm when it looks right. Or let your AI do it and review the result.
5
Close the month
Reconcile the bank statement, clear any exceptions, and close. Your reports (P&L, balance sheet, cash flow) stay current because they come straight from the ledger.
Next steps
How the ledger works
The accounting model behind the simple transaction view.
Connect your AI
Connect your AI tools to automate bookkeeping tasks.