Financial Services Software

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.

Stay up to date and relevant to business decisions with a modern ERP financial software solution for 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.

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.

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.

Improve efficiency and gain deeper visibility into your business with faster multi-currency consolidations. Focus more on strategic business goals, like innovation and development, by closing the books faster and simplifying & automating complex manual intercompany transactions.

Optimize  growth by building a robust financial infrastructure that supports long-term growth and scalability. Multi-entity accounting offers rapid easy expansion of entities and lets you add more locations and vendors as soon as they’re needed so you can focus on building better relationships and driving productivity.