Is equip-soft right for your business?

equip-soft is a great fit for many businesses. Find out if it's the right choice for you! Are you looking for a equip-soft demo, technical support, product or pricing information or to simply to compare equip-soft with competitive options? Quickly get answers and the information you need.

Financials are the backbone of any Enterprise Resource Planning (ERP) system. The Financials, Reporting and Costing functionality within Equip-Soft will provide real-time visibility into the state of your business, allow you to gain greater control, and drive growth at your dealership!


  • General Ledger provides ability to set up a company and post to the general ledger including setup of chart of accounts, general journals, recurring journals, and source codes.
  • Full data export to Word or Excel using style sheets and adding links to external documents.
  • Allocations, budgeting, account schedules, consolidations, responsibility centers and financial reporting standards, change log, intercompany transactions, dimension, bank reconciliation, and multi-currency support.
  • Accounts Payable and Accounts Receivable are integrated with General Ledger and Inventory.
  • Support for Electronic Funds Transfer, printing of MICR encoded checks, positive pay, and other advanced features.


  • Support for tactical and operational reporting
  • Detailed reporting in real-time via Excel reduces users’ learning curve and removes the dependence on IT departments for report writing.
  • Easy-to-use report features that integrate Excel functions like charting, pivot tables, and conditional formatting.
  • Analytical and Business Intelligence capabilities through Excel or Web-based user interface.


  • Automatic accrual of equipment received but not invoiced.
  • Item Charge Assignment functionality allows you to associate related costs against items or documents; handy for freight, duty, storage, and other associated costs.

Other Applications

The following applications are designed to work hand-in-hand with Financials and Reporting:

"Financials and Reporting" is part of the equip-soft line of products, developed by Equip-Soft.