AI agents do the bookkeeping, reconciliation, reporting and forecasting. You and your CFO review and approve. No API required.
AI AGENTS · BOOKKEEPING · ACCOUNTING · FP&A · EVERY LOCATION IN ONE VIEW
TRUSTED BY TEAMS RUNNING ON
WHAT YOU HAND TO AI AGENTS
From the daily books to the board pack. Pick a job and see what the AI agent does and what you approve.
BOOKKEEPING
YOUConnect the ledger.
AI AGENTFinds uncategorised and unmatched items and stages the fixes for your review.
YOUForward the invoice, payroll report or bank statement.
AI AGENTReads it, proposes the entry with the source attached, and waits for your approval before anything posts.
YOUConnect the bank and your books.
AI AGENTMatches every transaction, flags what doesn’t match and proposes the fix for you to approve.
YOUPoint Equations at the software you already use.
AI AGENTReads the ledger through the screen, the way you would, and keeps it in sync.
ACCOUNTING
YOUReview the exceptions list.
AI AGENTReconciles, matches and assembles the close, so all that’s left is sign-off.
YOUOpen the flagged items.
AI AGENTLists anything unmatched or unusual with the source record attached, so you can clear it in one pass.
FP&A
YOUAdd your budget.
AI AGENTCompares it to live actuals and explains the biggest variances.
YOUPick the period.
AI AGENTBuilds the statements and the variance commentary for you to review.
YOUNothing. Payroll, rent and supplier schedules are already in your books.
AI AGENTProjects your cash weeks ahead and flags a shortfall before it lands.
MULTI-LOCATION AND CFO
YOUConnect each location.
AI AGENTConsolidates them into one ledger and ranks every location on a live leaderboard.
YOUOpen the leaderboard.
AI AGENTRanks every location on revenue, profit and cash flow, and shows what the top performer does differently.
YOUOpen the dashboard before the board meeting.
AI AGENTShows consolidated results, variances explained and cash runway, each number linked to its source.
HOW THE AI THINKS
Break-even, contribution margin, cash runway and variance run as real equations, not guesses.
No API, no import or export. Equations reads and reconciles your actual books.
Each figure links back to the record it came from, so review is fast.
Entities, locations and departments roll up into one picture.
WHO IT'S FOR
BOOKKEEPERS
Less data entry and reconciliation. You review instead of re-key.
ACCOUNTANTS
Cleaner books at close, with every entry traced to its source.
MULTI-LOCATION OPERATORS
Every location, department and entity in one ledger and one leaderboard.
CFOS
One consolidated picture, variances explained, cash forecast weeks ahead.
FOR CFOS
Consolidated results
Every location and entity rolled into one statement, as of today.
Variances explained
Budget vs. actual, with the biggest movers called out.
Cash weeks ahead
Shortfalls flagged before they land, with the next step suggested.
TWO AI AGENTS, ONE PLATFORM
AI ACCOUNTANT
AI FP&A · REPORTING
AI FP&A · FORECASTING
WINNING · BENCHMARKS
Every location, department and product — ranked live. See who’s on top, then copy what they do.
Sample data
THE SHIFT
AI agents do the reconciling, matching, and consolidating. Your bookkeeper, controller, or CFO signs off — they don't type it in.
BEFORE — DOER
AFTER — REVIEWER
WHERE IT HURTS
Pick the one that sounds familiar. Equations has the fix.
OUTCOMES
0x
Faster close
0
API integrations required
0%
Less manual entry over time
“The implementation was almost effortless. We gave Equations access to our accounting data, and it took it from there.”
Head of Finance, multi-location retail group
THE PLATFORM
AI agents connect to the systems you already use — POS, accounting, inventory, bank — improving your stack instead of replacing it. No API required.
A single, reconciled ledger across locations, departments, and currencies — rebuilt automatically every time new data lands.
Four core equations run continuously — break-even, contribution margin, cash runway, and variance — deterministic, auditable, always current.
Leaderboards, forecasts and AI agents in one place. Your team stays in control — every number traces back to its source.
INTEGRATIONS
Equations plugs into any ERP, POS, bank, or ledger — 130+ systems and counting. No vendor lock-in, nothing to integrate.
SECURITY
AI privacy, encryption, MFA, data isolation, testing and backups. Every layer, in one place.
