Your AI finance assistant that actually understands your business
Ask Equi "what did this customer say last time about payment terms?" Instant recall of every invoice, every conversation, every commitment. Your AR institutional memory.
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Ask questions in plain English
No technical training needed. Just type "show me invoices over 60 days from repeat late payers" and Equi finds them. Finance intelligence without the learning curve.
Explain complex patterns in simple language
Financial jargon translated to plain English. No "DSO" or "aging buckets" - just "here's what's happening and why you should care." Built for busy founders and finance teams.
Get insights you'd never spot manually
Equi spots patterns across thousands of invoices that you'd never see manually. Seasonal trends, customer behavior changes, industry patterns - all surfaced automatically.
Works with your existing tools
Equi pulls data from your accounting system, sees your invoice history, understands your workflow. One unified intelligence layer across all your finance tools.
Learn your business over time
The more you use Equi, the smarter it gets about your specific business, customers, and patterns. Personalized intelligence that improves over time.
Set it and forget it reliability
Campaigns run automatically in the background. You'll only hear about it when something needs your attention or a payment comes through. Set your rules once, let it run.
One AI assistant that knows your entire AR
Equi becomes your institutional knowledge about receivables. New team members ask Equi instead of bothering colleagues. Answers are instant and always accurate.
No training required - just ask questions
Finance teams don't have time to learn complex software. Equi works like texting a colleague - just ask what you want to know. All your AR intelligence accessible through conversation.
Equi remembers every conversation and invoice
Ask Equi "what did this customer say last time about payment terms?" Instant recall of every invoice, every conversation, every commitment. Your AR institutional memory.
Features
Conversational interface
Pulls invoice data automatically from Xero, QuickBooks, FreeAgent, Sage, Zoho. Syncs in real-time so Equi always has current information about your AR.
Connects to your accounting system
Pulls invoice data automatically from Xero, QuickBooks, FreeAgent, Sage, Zoho. Syncs in real-time so Equi always has current information about your AR.
Learns your business
The more you interact with Equi, the better it understands your business context, customer relationships, and preferences. Personalized intelligence that improves over time.