Equals Money Features
Expense Reports (6)
Ease of Creating Expense Reports
As reported in 118 Equals Money reviews.
Creation of expense reports takes little time and is intuitive for new users
Bank / Credit Card Integration
113 reviewers of Equals Money have provided feedback on this feature.
Can easily pull in receipts from all credit card statements
Smart Categorization
As reported in 104 Equals Money reviews.
Automatically assigns categories/accounts based on past entries and credit card statements
Digital Receipt Management
106 reviewers of Equals Money have provided feedback on this feature.
Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc.
Currency Conversions
109 reviewers of Equals Money have provided feedback on this feature.
Enables easy entry of expenses in other currencies and converts to expense report currency
Credit Card Integration
This feature was mentioned in 96 Equals Money reviews.
Integrates with corporate or personal credit cards (import or bi-directional)
Client Invoicing (3)
Invoice Creation and Delivery
This feature was mentioned in 94 Equals Money reviews.
Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.
Electronic Payments
110 reviewers of Equals Money have provided feedback on this feature.
Accepts electronic payments from clients
Project Accounting / Revenue Recognition
Based on 97 Equals Money reviews.
Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately
Mobile (1)
Receipt Capture
This feature was mentioned in 102 Equals Money reviews.
Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device
Administration (5)
Business Tool Integration
This feature was mentioned in 105 Equals Money reviews.
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow
This feature was mentioned in 105 Equals Money reviews.
Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer
Policy Compliance Management
103 reviewers of Equals Money have provided feedback on this feature.
Enables administrators to create rules that enforce compliances of corporate time and expense policies
User, Role, and Access Management
As reported in 119 Equals Money reviews.
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
PCI Regulation Compliant
As reported in 90 Equals Money reviews.
Complies with PCI security standards
Platform (6)
Reporting
113 reviewers of Equals Money have provided feedback on this feature.
Access pre-built and custom reports and dashboards.
APIs / Integration
89 reviewers of Equals Money have provided feedback on this feature.
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Internationalization
As reported in 93 Equals Money reviews.
Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Based on 111 Equals Money reviews.
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Mobile User Support
As reported in 102 Equals Money reviews.
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Complex Approval Workflow
87 reviewers of Equals Money have provided feedback on this feature.
Provides workflow for complex approval structures
Setup (3)
Data
Based on 48 Equals Money reviews.
Consolidates procurement data from multiple systems such as ERP systems and supply chain suites.
Approvals
As reported in 49 Equals Money reviews.
Define rules and workflows that managers can use to approve different kinds of spending.
Alignment
This feature was mentioned in 46 Equals Money reviews.
Align spending across various departments such as procurement and accounting.
Performance (4)
KPIs
Based on 45 Equals Money reviews.
Provide standard spend KPIs that can be customized by users.
Benchmarks
45 reviewers of Equals Money have provided feedback on this feature.
Use historical spend data to create benchmarks per company or department.
Forecasting
This feature was mentioned in 45 Equals Money reviews.
Provide forecasts on future trends that may impact spending performance.
Savings
This feature was mentioned in 45 Equals Money reviews.
Identify savings opportunities per activity, department, or at the company level.
Transactions (4)
Types
27 reviewers of Equals Money have provided feedback on this feature.
Manage various transaction types such as cash collection or prepaid cards.
Global
As reported in 27 Equals Money reviews.
Support multiple currencies, multiple countries, and multiple languages.
Channels
26 reviewers of Equals Money have provided feedback on this feature.
Provide features for money transfer online and on mobile devices.
Fees
This feature was mentioned in 29 Equals Money reviews.
Track and manage fees for different types of transactions.
Compliance (5)
Security
This feature was mentioned in 27 Equals Money reviews.
Comply with security and privacy standards and regulations.
Fraud Protection
26 reviewers of Equals Money have provided feedback on this feature.
Include fraud protection features for all types of transactions.
ID Verification
27 reviewers of Equals Money have provided feedback on this feature.
Checks remitters' ID and information such as address at registration.
Reporting
Produces compliance-related reports.
Onboarding
Handles customer onboarding, including KYC and AML verification.
Integration (3)
Accounting
Based on 28 Equals Money reviews.
Provide integration with accounting systems or deliver APIs for integration.
Foreign Exchange
This feature was mentioned in 29 Equals Money reviews.
Integrate with foreign exchange software for international transactions.
AML & KYC
This feature was mentioned in 22 Equals Money reviews.
Deliver features or accreditation or Anti-money laundering and Know your customer.
Card Management (6)
Card Types
This feature was mentioned in 50 Equals Money reviews.
Manage multiple types of cards such as physical and virtual, debit and credit, or prepaid.
Card Controls
As reported in 52 Equals Money reviews.
Allow users to activate cards, define spend limits, or change PIN codes.
Card Personalization
Based on 44 Equals Money reviews.
Personalize cards using logos, brand colors, and custom messaging,
Configuration
This feature was mentioned in 46 Equals Money reviews.
Define how cards can be used: single use, multi use, online, POS
Fulfillment
43 reviewers of Equals Money have provided feedback on this feature.
Track card fulfillment information such as orders, inventory, and shipping
Replacement
As reported in 50 Equals Money reviews.
Manage replacements of stolen ,damaged, and lost cards.
Controls (6)
Tokenization
This feature was mentioned in 36 Equals Money reviews.
Protect card data using algorithmically generated numbers (also known as tokens).
Security
This feature was mentioned in 46 Equals Money reviews.
Comply with Payment Card Industry Data Security Standard (PCI DSS)
Card Networks
As reported in 40 Equals Money reviews.
Provide integration with card networks such as Visa and Mastercard
Integration
This feature was mentioned in 38 Equals Money reviews.
Integrate with software such as accounting, expense management, or banking.
Testing
This feature was mentioned in 37 Equals Money reviews.
Provide a sandbox to simulate and test payments cards and transactions
APIs
This feature was mentioned in 35 Equals Money reviews.
Deliver APIs for custom integrations and to exchange financial data with other applications.
Payment Cards (3)
One-time Virtual
This feature was mentioned in 46 Equals Money reviews.
Online credit card number that can be instantly sent to employees and used for secure, one-time purchases
Recurring Virtual
Based on 46 Equals Money reviews.
Online credit card number that can be instantly sent to employees and used for secure, recurring payments, such as subscriptions or services
Physical
Based on 48 Equals Money reviews.
Physical credit cards used by employees for various expenses that allow management to monitor spending and budgets
Reporting (4)
Real time
This feature was mentioned in 48 Equals Money reviews.
Report on spend transactions as they happen in real time
Multiple Views
Based on 46 Equals Money reviews.
Reports that allow the user to sort and filter by vendor, team, GL, department, etc.
Export
Based on 47 Equals Money reviews.
The ability to export reports in various formats, such as excel, CSV, and Google Sheets
Budgets
This feature was mentioned in 45 Equals Money reviews.
Report on and track spending against budgets
Payments (4)
Vendor
Based on 42 Equals Money reviews.
Pay vendors through a dashboard or portal and maintain vendor payment information
Recurring
42 reviewers of Equals Money have provided feedback on this feature.
Manage and execute recurring payments, such as subscriptions, services, utilities, etc.
Employee Reimbursements
This feature was mentioned in 43 Equals Money reviews.
Reimburse an employee for all necessary expenditures or losses incurred by the employee within the employee's scope of employment
ACH
As reported in 40 Equals Money reviews.
Allows for the electronic transfer of funds between banks
Fraud & Risk Management (3)
Notifications
As reported in 43 Equals Money reviews.
Real-time notifications for fraudulant and/or duplicate spending
Unique Cards
Based on 43 Equals Money reviews.
Individual, unique cards for each vendor to help manage duplicate and overpayments
Controls
As reported in 46 Equals Money reviews.
Control spend limits, expiration dates, and lock and unlock stolen or lost cards
Connectivity (4)
APIs
Provides APIs for users to access financial data.
Cards
Enables users to offer their own customers credit and debit cards.
Accounts
Enables users to offer their own customers checking and savings accounts.
White-labeling
Allows users to provide embedded, white-labeled banking services within their own solutions.
Payments - Embedded Payments (3)
Processing
Process payments from customers and track late or incomplete payments.
Fraud Protection
Protect against payment fraud and fraudulent transactions.
Payment Methods
Support multiple payment methods such as credit and debit cards or bank transfers.
Personalization - Embedded Payments (4)
Customer Onboarding
Include features to manage the onboarding of new customers.
Checkout Customization
Deliver checkout portals that can be customized by users.
Localization
Allow users to personalize payments by geographical location.
Merchant Portal
Provide a portal that merchants can use to track payments.
Setup - Embedded Payments (3)
Payment Flows
Define workflows to process different types of payments.
APIs
Provide application programming interfaces to integrate with other software solutions.
Dispute Management
Include features to manage disputes related to payments.
Analytics - Embedded Payments (3)
Transactions
Analyze payments to identify the value of failed or incorrect payments.
Reconciliation
Matches payments with billing and invoices to ensure that customers are charged correctly.
Revenue
Track the revenue generated by subscriptions and the payments made by customers.
Agentic AI - Spend Management (1)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Remittance & Money Transfer (1)
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Banking as a Service (BaaS) (1)
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Embedded Payments (1)
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Expense Management (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Technology Glossary Features
View definitions of the features and discover new technology terms.
Policy and compliance management is a process to centrally manage standards, policies, and internal control processes cross-mapped to external regulatory standards. Learn more about policy and compliance management best practices and the associated benefits.
An application programming interface (API) serves as a link between disparate software and allows for an exchange of information between them. Learn more about how APIs work, and why they are crucial for software development.
Mileage tracking is the process of maintaining a mileage log for reimbursement or tax deduction. See why accurate mileage tracking is crucial for individuals and companies alike.




