LG
Leigh G.
Facilities Administrator
Small-Business (50 or fewer emp.)
"Excellent Customer Service"
5/5
What do you like best about Equals?

Equals Money enables me to manage employee payment cards with ease from my laptop or mobile device. Adding funds to physical cards on the fly is seamless and adds convenience that is highly useful to employees in the field. The app allows me to check individual purchases on cards, block or temporarily suspend cards, set preferences on where cards can be used.

Setting up the app was easy and integrating into our organisation was made simple via good communication.

Customer service is friendly, prompt and effective.

We use Equals Money every day to manage employees expenses.

Equals Money was a fantastic upgrade for us which outshone the competition in most areas. Review collected by and hosted on G2.com.

What do you dislike about Equals?

Finding something I dont like about Equals Money is hard as it does everything we need flawlessly. My only complaint is that it doesn't keep you signed in the app even though there is an option to do so. Review collected by and hosted on G2.com.

Response from Equals Team of Equals

Hi Leigh

Thank you for sharing your experience with Equals Money. We're delighted to hear that our app has been seamless and convenient for managing employee payment cards. We're committed to providing friendly and prompt customer service, and we're glad to hear that it has been effective for you. We'll take note of your feedback regarding the sign-in issue, we hope to make updates in this area soon.

Thanks,

The Equals Money team

SB
Steph B.
Office Manager
Mid-Market (51-1000 emp.)
"Great service!"
4.5/5
What do you like best about Equals?

The client portal is so easy to use and navigate, it is so simple to transfer funds, monitor transactions, and make any limits as required by the organisation. The feedback from workers has been nothing but positive. These cards have taken the stress away from staff, and are allowing them to achieve more in their sessions as they aren't as restricted with funds. Review collected by and hosted on G2.com.

What do you dislike about Equals?

As an organisation, it has been challenging to incorporate our Equals Money account into our accounting records. This is simply a learning curve, and we foresee this to improve in coming months. Review collected by and hosted on G2.com.

Response from Equals Team of Equals

Hello Steph,

Thank you for sharing your experience with us. We understand that integrating our account into your accounting records can be challenging, and we are committed to providing support and resources to help streamline this process for you. Please do let us know if there's any additional information or education you think would help you, or would have helped you at the start of this process, so that we can work to improve our service to you.

Thanks,

The Equals Money team

Greta G.
GG
Greta G.
Bookkeeper
Small-Business (50 or fewer emp.)
"Equals has been a huge help in running my business efficiently"
4.5/5
What do you like best about Equals?

It is easy to use and administer. When I had a problem I found my contact in Equals could not do enough to help. Review collected by and hosted on G2.com.

What do you dislike about Equals?

There is not a running total balance on the transaction page. This makes it less easy to reconcile. Review collected by and hosted on G2.com.

Verified User in Primary/Secondary Education
UP
Verified User in Primary/Secondary Education
Small-Business (50 or fewer emp.)
"Slick product, dire customer service"
1/5
What do you like best about Equals?

The service works really well, until you have an issue.

Pre-loading the cards, managing the balances, viewing transations are all super smooth and I like the user interface. It is all very seamless and easy to use and did exactly what we needed it to. Allows us to manage company money with many cardholders. Love the receipt upload and notes function. As treasurer, it makes my life really simple. Review collected by and hosted on G2.com.

What do you dislike about Equals?

It is slick and flawless until it all there is an issue and then it is dire. We made a transfer into the account and it didn't show up. Many many calls to both the sending bank (Lloyds) and Equals were made, and Equals were insistant to the point of being beligerant that Lloyds, not them, were at fault and had the respsonsibilty of 'finding the money'. Lloyds had traced it and given all the reference numbers needed and were incredulous at what had happened. Over a month of these phone calls ensued, with Lloyds saying one thing and Equals saying 'no, they're wrong, that's not how the banking system works', but refusing to talk to the other party. I had to threaten to take Equals to court for the money, before they suddenly 'found' it and said it had been transferred during a period of downtime and so had got lost.

I did not realise they are not a bank in their own right. They are simply a fancy user interface, connecting to their own business bank in the background (Barclays). This means they take absolutely no accountability when something like this happens. They simply say, we are chasing with the bank - but you are not able to talk to the bank. Would be far better to just have a bank account with Barclays themselves, as Equals were just an extra obstacle in the way of resolving the problem.

To add salt to the wound, a week after that was resolved, a transaction was allowed to go through on a card that was paused somehow - so I wouldn't trust that part of the system either.

I am sad to leave because it has been slick and easy when it has worked, but I have lost all faith in them. Review collected by and hosted on G2.com.

Timea T.
TT
Timea T.
Finance and Management Information System Manager
Small-Business (50 or fewer emp.)
"User friendly"
4/5
What do you like best about Equals?

It is easy to use and great that virtual cards can be set up and managed for staff.

Customer support is always helpful and prompt. Review collected by and hosted on G2.com.

What do you dislike about Equals?

The only issue is that I can not make bank transfers from the cards. Review collected by and hosted on G2.com.

Verified User in Construction
UC
Verified User in Construction
Small-Business (50 or fewer emp.)
"Efficient and fit for purpose for my business"
5/5
What do you like best about Equals?

Creating balances for my projects this helps me manage projects and when it comes to downloading and looking at expenditures on each project this works really well Review collected by and hosted on G2.com.

What do you dislike about Equals?

The app sometimes doesn't blow up quickly Review collected by and hosted on G2.com.

Amin K.
AK
Amin K.
Finance Manager
Small-Business (50 or fewer emp.)
"Great and easy service for businesses and charities"
5/5
What do you like best about Equals?

Expense Cards came quickly.

Easy to set up

Customer support team are very friendly and offer solutions

User friendly Review collected by and hosted on G2.com.

What do you dislike about Equals?

Would've liked an introduction to using the app to it's fullest capability. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
AN
Verified User in Non-Profit Organization Management
Small-Business (50 or fewer emp.)
"Good experience for our organisation"
5/5
What do you like best about Equals?

The Equals Money dashboard is simple to use and gives me all the information I need.

The app makes everything easier for me as well as if I get requests to top up money whilst I am not at my computer I can do this away from home.

I have found the support to be good when I have issues. They are responsive and have got my issues sorted. Review collected by and hosted on G2.com.

What do you dislike about Equals?

We have recently moved onto Equals Money and I've found a few little annoyances in the dashboard. They are not anything too bad and I expect they will get ironed out with future releases. Even with these annoyances, the dashboard is still a lot better than the old version. Review collected by and hosted on G2.com.

Verified User in Architecture & Planning
UA
Verified User in Architecture & Planning
Small-Business (50 or fewer emp.)
"A convenient and reliable finance card company"
4/5
What do you like best about Equals?

The customer service is very quick to respond and help out! Transfers are quick and the notes section on payments is useful to share comments between other staff members. Review collected by and hosted on G2.com.

What do you dislike about Equals?

Once closing a balance on the account it is confusing if you open a new one in the same name as it still appears. Review collected by and hosted on G2.com.

Verified User in Real Estate
AR
Verified User in Real Estate
Small-Business (50 or fewer emp.)
"User friendly and functional platform for pre-paid business cards"
4.5/5
What do you like best about Equals?

The prepaid cards work just like a normal bank card and the platform allows visibility across the whole account as well as at an individual/card level. We find the ability to attach receipts/add detail on each transaction extremely useful. The account is easy to top-up and amend/update monthly spend/transaction levels. Review collected by and hosted on G2.com.

What do you dislike about Equals?

The platform logs you out extremely quickly so you have to keep logging in if you're checking a lot of payments. Review collected by and hosted on G2.com.