PRIORITIES & VISIBILITY

See what needs attention, why it matters and who owns the next step.

Bring priorities, workflows, promises, disputes, payments and reconciliation into one controlled operation around your ledger.
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Works alongside the finance systems you already use.
4.9/5 average rating
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4.9/5 average rating
Trusted by finance teams leading companies.
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Discover the freedom to scale without limits

Pipeline Management

Visualize, track, and manage every deal through customizable sales

Pipeline Management

Visualize, track, and manage every deal through customizable sales

Pipeline Management

Visualize, track, and manage every deal through customizable sales

Pipeline Management

Visualize, track, and manage every deal through customizable sales

Pipeline Management

Visualize, track, and manage every deal through customizable sales

Pipeline Management

Visualize, track, and manage every deal through customizable sales

Pipeline Management

Visualize, track, and manage every deal through customizable sales

Pipeline Management

Visualize, track, and manage every deal through customizable sales

Pipeline Management

Visualize, track, and manage every deal through customizable sales

Pipeline Management

Visualize, track, and manage every deal through customizable sales

Pipeline Management

Visualize, track, and manage every deal through customizable sales

Pipeline Management

Visualize, track, and manage every deal through customizable sales

Pipeline Management

Visualize, track, and manage every deal through customizable sales

Pipeline Management

Visualize, track, and manage every deal through customizable sales

Pipeline Management

Visualize, track, and manage every deal through customizable sales

Pipeline Management

Visualize, track, and manage every deal through customizable sales

Pipeline Management

Visualize, track, and manage every deal through customizable sales

Pipeline Management

Visualize, track, and manage every deal through customizable sales

one platform

Your ledger records the balance.
Equisettle runs the work around it.

Receivables rarely breaks down because a team cannot see what is overdue. It breaks down when priorities, customer context, commitments and next actions sit across different systems and people. Equisettle brings that work into one operational view, so the team can move accounts forward with control.

Bring priorities, workflows, promises, disputes, payments and reconciliation into one controlled operation around your ledger.

Custom Workflows

Visualize, track, and manage every deal through customizable sales

Convert Invoices to Cases

Visualize, track, and manage every deal through customizable sales

Accounts Receivable Automation

Visualize, track, and manage every deal through customizable sales

Equi AI Co-Pilot

Visualize, track, and manage every deal through customizable sales

Priorities and visibility
Digital notification cards showing Esther Howard sent a payment of $50 for book club fee, and Jacob Jones sent a payment of $20 for book club fee.

See what needs attention, and why.

Bring account, invoice and activity context into one working view. Organise the portfolio around the accounts that require attention, then give each person a clear place to begin.
View outstanding accounts and invoices
Keep activity and customer context together
Organise work by risk and attention required
Monitor receivables health and progress
 
Link: Explore workflows and controls
Payments and reconciliation
Bar chart showing sales data for 4, 8, 16, 32, and 64 units with purple bars for total proposal, blue for total qualified, and orange for closed won, with a total value of $18,000 and a 28.09% increase.

Connect customer action to record.

Give customers a direct route to pay supported invoices. Bring supported payment information into the workflow, match clear receipts and route uncertain cases to a person.
Create supported payment links
Give customers a secure route to pay
Match supported receipts to invoices
Keep exceptions available for human review
 
Link: Explore workflows and controls
Promises and disputes
Task card labeled High priority titled Update Deal Status in Pipeline with description about keeping sales pipeline accurate, showing three user icons, 8 attachments, and 16 comments.

Give every payment blocker an owner and a next step.

Keep commitments, disputes, evidence and account history connected. The team can see what was agreed, what is holding payment back and what needs to happen next.
Track promises to pay
Surface missed commitments for action
Manage disputes through resolution and closure
Keep evidence and communication context together
Prepare supported statements and escalation documents
 
Link: Explore workflows and controls
Workflows and controls

Move routine work forward without losing oversight.

Turn an approved receivables process into clear stages, tasks and actions. Keep people in control of approvals and exceptions while routine work continues through defined workflows.
Create repeatable workflows and stages
SurfaceCoordinate supported customer communications missed commitments for action
Assign tasks and next actions
Keep evidence and communication context together
Retain an activity record across supported workflows
 
Link: Explore workflows and controls

See how your receivables operation could run.

Show us how your team works today. We will demonstrate how Equisettle can connect the priorities, actions and exceptions currently spread across your finance operation.

Book a Demo
Operating loop

From financial record to resolved account.

We helps teams define what can move automatically, what needs approval and what should be escalated with context.

Connect

Bring supported customer, invoice and payment data into Equisettle. Your accounting system remains the financial source of record.
 

Decide

Organise accounts by attention required and give the team a clear next action.
 

Act

Move approved workflows forward, coordinate communication and route exceptions to the right person.
 

Resolve

Record promises, disputes, payments and outcomes against the account, then keep supported records aligned.