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Reconciliation & accounting insights

Engineering blueprints, operational playbooks, and regulatory frameworks for finance leaders, fintech operators, and systems accountants.

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Reconciliation GuideeCommerceAccountantsSaaS4 min read23 July 2026

How to automate payment reconciliation

A four-step guide to moving from manual, spreadsheet-based payment reconciliation to an automated process that matches every payout to its orders and posts the journal entries for you.

Martin BurnMartin Burn · Founder & CEO
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Strategy
6 min read

Build vs buy: automated reconciliations

Should you build automated reconciliations in-house or buy an off-the-shelf specialist product? The factors to weigh, from opportunity cost and complexity to maintenance.

Martin BurnMartin Burn · 23 July 2026
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Reconciliation
5 min read

Reconciliation models: pros and cons

The reconciliation models finance teams use, from fully manual spreadsheets to a purpose-built platform, and the trade-offs of each depending on the scale and complexity of your payments.

Martin BurnMartin Burn · 23 July 2026
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Operations
5 min read

Top payment risks and how to handle them

Processing payments is not risk-free. We outline the top payment risks online businesses face, from processor outages to incorrect settlement and fraud, and how to manage each.

Martin BurnMartin Burn · 23 July 2026
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Accounting
6 min read

What is journal entry automation?

Journal entry automation creates the categorised accounting entries for your sales, fees, refunds and payouts without anyone typing them, and reconciles them back to the orders and settlements they came from.

Martin BurnMartin Burn · 22 July 2026
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Stop chasing reconciliations in spreadsheets

Connect your channels and providers, and let Equali reconcile, categorise and post every transaction. Start free, or see it on your own data.

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