Equals Money Features
Expense Reports (6)
Ease of Creating Expense Reports
Creation of expense reports takes little time and is intuitive for new users 118 reviewers of Equals Money have provided feedback on this feature.
Bank / Credit Card Integration
As reported in 113 Equals Money reviews. 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
Based on 106 Equals Money reviews. 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
Enables easy entry of expenses in other currencies and converts to expense report currency This feature was mentioned in 109 Equals Money reviews.
Credit Card Integration
As reported in 96 Equals Money reviews. Integrates with corporate or personal credit cards (import or bi-directional)
Client Invoicing (3)
Invoice Creation and Delivery
Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded. 94 reviewers of Equals Money have provided feedback on this feature.
Electronic Payments
Accepts electronic payments from clients 110 reviewers of Equals Money have provided feedback on this feature.
Project Accounting / Revenue Recognition
Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately This feature was mentioned in 97 Equals Money reviews.
Mobile (1)
Receipt Capture
Based on 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
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems This feature was mentioned in 105 Equals Money reviews.
Workflow
Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer 105 reviewers of Equals Money have provided feedback on this feature.
Policy Compliance Management
Based on 103 Equals Money reviews. Enables administrators to create rules that enforce compliances of corporate time and expense policies
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 119 Equals Money reviews.
PCI Regulation Compliant
Complies with PCI security standards This feature was mentioned in 90 Equals Money reviews.
Platform (6)
Reporting
Access pre-built and custom reports and dashboards. This feature was mentioned in 113 Equals Money reviews.
APIs / Integration
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. 89 reviewers of Equals Money have provided feedback on this feature.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 93 Equals Money reviews.
Performance and Reliability
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. 111 reviewers of Equals Money have provided feedback on this feature.
Mobile User Support
Based on 102 Equals Money reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Complex Approval Workflow
As reported in 87 Equals Money reviews. 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
Define rules and workflows that managers can use to approve different kinds of spending. 49 reviewers of Equals Money have provided feedback on this feature.
Alignment
Based on 46 Equals Money reviews. Align spending across various departments such as procurement and accounting.
Performance (4)
KPIs
Provide standard spend KPIs that can be customized by users. This feature was mentioned in 45 Equals Money reviews.
Benchmarks
As reported in 45 Equals Money reviews. Use historical spend data to create benchmarks per company or department.
Forecasting
Provide forecasts on future trends that may impact spending performance. 45 reviewers of Equals Money have provided feedback on this feature.
Savings
As reported in 45 Equals Money reviews. Identify savings opportunities per activity, department, or at the company level.
Transactions (4)
Types
Based on 27 Equals Money reviews. Manage various transaction types such as cash collection or prepaid cards.
Global
Based on 27 Equals Money reviews. Support multiple currencies, multiple countries, and multiple languages.
Channels
Based on 26 Equals Money reviews. Provide features for money transfer online and on mobile devices.
Fees
Based on 29 Equals Money reviews. Track and manage fees for different types of transactions.
Compliance (3)
Security
As reported in 27 Equals Money reviews. Comply with security and privacy standards and regulations.
Fraud Protection
As reported in 26 Equals Money reviews. Include fraud protection features for all types of transactions.
ID Verification
Based on 27 Equals Money reviews. Checks remitters' ID and information such as address at registration.
Integration (3)
Accounting
Based on 28 Equals Money reviews. Provide integration with accounting systems or deliver APIs for integration.
Foreign Exchange
As reported in 29 Equals Money reviews. Integrate with foreign exchange software for international transactions.
AML & KYC
Deliver features or accreditation or Anti-money laundering and Know your customer. 22 reviewers of Equals Money have provided feedback on this feature.
Card Management (6)
Card Types
Manage multiple types of cards such as physical and virtual, debit and credit, or prepaid. 50 reviewers of Equals Money have provided feedback on this feature.
Card Controls
Allow users to activate cards, define spend limits, or change PIN codes. 52 reviewers of Equals Money have provided feedback on this feature.
Card Personalization
Based on 44 Equals Money reviews. Personalize cards using logos, brand colors, and custom messaging,
Configuration
Define how cards can be used: single use, multi use, online, POS 46 reviewers of Equals Money have provided feedback on this feature.
Fulfillment
Based on 43 Equals Money reviews. Track card fulfillment information such as orders, inventory, and shipping
Replacement
Manage replacements of stolen ,damaged, and lost cards. 50 reviewers of Equals Money have provided feedback on this feature.
Controls (6)
Tokenization
Protect card data using algorithmically generated numbers (also known as tokens). This feature was mentioned in 36 Equals Money reviews.
Security
Comply with Payment Card Industry Data Security Standard (PCI DSS) This feature was mentioned in 46 Equals Money reviews.
Card Networks
Based on 40 Equals Money reviews. Provide integration with card networks such as Visa and Mastercard
Integration
As reported in 38 Equals Money reviews. Integrate with software such as accounting, expense management, or banking.
Testing
Provide a sandbox to simulate and test payments cards and transactions This feature was mentioned in 37 Equals Money reviews.
APIs
Deliver APIs for custom integrations and to exchange financial data with other applications. This feature was mentioned in 35 Equals Money reviews.
Payment Cards (3)
One-time Virtual
Online credit card number that can be instantly sent to employees and used for secure, one-time purchases This feature was mentioned in 46 Equals Money reviews.
Recurring Virtual
Online credit card number that can be instantly sent to employees and used for secure, recurring payments, such as subscriptions or services This feature was mentioned in 46 Equals Money reviews.
Physical
Physical credit cards used by employees for various expenses that allow management to monitor spending and budgets This feature was mentioned in 48 Equals Money reviews.
Reporting (4)
Real time
Report on spend transactions as they happen in real time 48 reviewers of Equals Money have provided feedback on this feature.
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
Report on and track spending against budgets This feature was mentioned in 45 Equals Money reviews.
Payments (4)
Vendor
Based on 42 Equals Money reviews. Pay vendors through a dashboard or portal and maintain vendor payment information
Recurring
Manage and execute recurring payments, such as subscriptions, services, utilities, etc. 42 reviewers of Equals Money have provided feedback on this feature.
Employee Reimbursements
Based on 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
Based on 43 Equals Money reviews. Real-time notifications for fraudulant and/or duplicate spending
Unique Cards
Individual, unique cards for each vendor to help manage duplicate and overpayments This feature was mentioned in 43 Equals Money reviews.
Controls
Based on 46 Equals Money reviews. Control spend limits, expiration dates, and lock and unlock stolen or lost cards
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 - 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.
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.
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.
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.




