Financial Services Software

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

With fully customizable financial software solutions that fit 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 software solution. Leverage our team of experts to get the most out of the best cloud ERP financial services software.

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 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.
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

Multi-Currency Consolidations

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.
Professional Services - Optimized Project Tracking

Optimized Multi-Entity Accounting

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.
7+ Save over 7 days each month in royalty processing.
43% Cut time spent on client billings by 43%, saving 3 days out of each week.
100+ Simplify ongoing maintenance across 1 or 100+ entities.


“We were using spreadsheets to track monthly royalties due from franchisees. With over 200 franchisees, this got to be a very complex report. The new automated report from Equation Technologies has saved us a week every month.

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. Financial services firms can make all the difference.