ERP Software for Financial Services

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.

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.

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.

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.

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.