ERP Software for Financial Services

A dedicated cloud platform that lets you focus on the bottom line & achieve your goals without disruption

By providing a fully customizable solution that fits your unique business needs, you can better manage projects & profitability.

We understand the importance of running a successful financial services business with a powerful, yet flexible, financial management solution. Leverage our team of experts to get the most out of the best cloud ERP software for financial services firms.

Professional Services - Robust Reporting

Robust Reporting

Get reliable productivity and profitability statistics from accurate reporting and real-time data analytics and financials. Equation Technologies works collaboratively with you to configure an ERP solution that fits your financial services firm’s needs. From any perspective, we can help you discover where efficiencies can be gained, or investments should be made through real-time robust reporting and visual dashboards.
Professional Services - Single Source of Truth

Single Source of Truth

Stay up to date and relevant to business decisions with a modern ERP for financial services firms. Multi-ledger concept allows for various types of financial reporting with very minimal additional work. For example, internal financials, GAAP audited financials, IFRS regulated financials, and board/investor focused financials can all be produced from a single source of truth system.
Professional Services - Unified Workflows

Integrated Workflows

Gain a strong competitive advantage by creating easily customizable and unified workflows across your organization. Automate your core business processes with prebuilt APIs that seamlessly integrate with any of your other software programs for greater productivity - all without jeopardizing your business’s data security and ROI.
Professional Services - Simplifed Month-end Close

Simplified Month-End Close

Take advantage of simplified and rapid month-end close using built-in checklists, assignments, task notifications and tracking. Utilize a top-level master record set up for simplified ongoing maintenance across 1 or 100+ entities. For example, GA accounts, banks, vendors, customers, are a single point of update across all entities.
Professional Services - Automated Project Accounting

Automated Project Accounting

Enhanced system security and automated project accounting allows for automated multi-currency translation in conjunction with global consolidations. Propel your business's growth in a competitive industry by allowing for seamless base currency consolidation or individual entity reporting for multinational businesses.
Professional Services - Optimized Project Tracking

Optimized Project Tracking

Optimize project tracking and mobile timesheets through automation and gain actionable insights about your resources, projects, and staff all on one scalable and best-of-class software solution. Our team of experts helps you look towards the future while improving customer and employee satisfaction.
55 Save 55 hours on monthly workflows and reporting.
66% Reduce the monthly close 66% from 30 days to just 10.
16 Greater productivity for project reporting—saving 16 hours per month.


“Equation Technologies staff is always very helpful and responsive. Their customer service is top notch and they have made it very easy for us to succeed.”

Teresa Terrel - Expense Reduction Analysts, Controller

Grow Your Top Line & Bottom Line Revenue

Increase business efficiency, streamline operations, and improve margins with automation so you can focus your efforts on strategic initiatives and billable tasks that maximize your bottom line. A cloud ERP for financial services firms can make all the difference.