Expat tax and finance made simple

Connect accounts across countries, get a clear cross-border tax outlook, stay on top of FBAR and FATCA (Form 8938), and share tax-ready data with your advisor

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What is Aequify

Built for expats living abroad

Aequify is for expats including Americans and green card holders living abroad with money across multiple countries. It helps reduce stress with expat taxes, FBAR, and FATCA.

Track Global Finances

See net worth, cashflow, and balances across countries in one dashboard.

Cross-border Tax Outlook

Spot gaps early and understand what may affect your expat tax return across countries.

Find International Advisor

Find reputed advisors and send a advisor-ready data pack securely, in a few clicks.

How Aequify works

Step 1

Connect accounts (Read only)

Sync all your bank and investment accounts, credit cards, and wallets, securely and instantly.

Spending chart card showing a line graph with a highlighted data point from June 2028

Step 2

Get clarity on taxes and compliance

See your cross-border tax outlook and a checklist for FBAR and FATCA (Form 8938).

Daily limit card showing $2,500 spent, representing 12.5% of the total limit

Step 3

Share advisor-ready data with your advisor

Send a clean data pack like Schedule D, track access, and remove access anytime.

How Aequify works

Step 1

Connect accounts (Read only)

Sync all your bank and investment accounts, credit cards, and wallets, securely and instantly.

Step 2

Get clarity on taxes and compliance

See your cross-border tax outlook and a checklist for FBAR and FATCA (Form 8938).

Step 3

Share advisor-ready data with your advisor

Send a clean data pack like Schedule D, track access, and remove access anytime.

How Aequify works

Step 1

Connect accounts (Read only)

Sync all your bank and investment accounts, credit cards, and wallets, securely and instantly.

Step 2

Get clarity on taxes and compliance

See your cross-border tax outlook and a checklist for FBAR and FATCA (Form 8938).

Step 3

Share advisor-ready data with your advisor

Send a clean data pack like Schedule D, track access, and remove access anytime.

Features

The solution for all your international finance needs

Expats Tax Outlook

Know what may impact your expat taxes before tax season

Get an estimated view across countries and flag common issues like double-tax risk and foreign tax credit gaps.

Estimated tax view by country (where supported)
Identify tax treaties to help avoid double taxation
Identify deductible transactions so you don’t miss deductions

Get an estimated view across countries and flag common issues like double-tax risk and foreign tax credit gaps.

Estimated tax view by country (where supported)
Identify tax treaties to help avoid double taxation
Identify deductible transactions so you don’t miss deductions

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Get Tax Outlook

Keep track of how much tax you will owe for each country so you don't get a surprise tax bill

Get personalized response to your tax related question

No Double Taxation

Our tax engines identifies the tax treaties and other deductables so you don't pay extra.

Get personalized response to your tax related question

Scenario Planner

Plan your future events to optimize taxes such as move to a new country, sell an asset, and more (coming soon)

Get personalized response to your tax related question

Stay Compliant

Know which form to fill, and when they are due

Aequify identifies which forms you need to file to stay compliant, processes the data required for tax filing so you don't have to do it manually. You can share a tax-ready data pack, see download activity, and revoke access anytime.

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Forms to stay Compliant

See which forms you need to fill and by when to stay compliant across countries

Get personalized response to your tax related question

Advisor Marketplace

Find trusted expat tax and financial advisors based on your unique need

Get personalized response to your tax related question

Easily share with Advisor

Simply review the data and click share with advisor for easy and secure sharing.

Get personalized response to your tax related question

Account Aggregation

Track finances across 30+ countries on a single dashboard

Unify your financial world with a secure platform that simplifies multi-country wealth tracking, cash flow management, and currency translation.

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Global Account Integration

Securely link accounts from over 16,000 financial institutions for complete visibility

Get personalized response to your tax related question

Consolidated Wealth Dashboard

Track assets, liabilities, and net worth globally through elegant and intuitive charts

Get personalized response to your tax related question

Multi-Currency

View your finances in your preferred currency

Get personalized response to your tax related question

Security

Build for Privacy and Control

Aequify uses read-only connections and strong safeguards so you can view and share data safely.

Bank Grade Security

Your data is always encrypted with leading technology, similar to what is used by leading banks

Secure Sharing with Advisor

Skip sharing data via emails and use Aequify's secure data sharing with your advisor. Know when your data is downloaded and remove access anytime.

Two-Factor Authentication

Generate leads and market your product or services using our email marketing tools.

SOC II Certification

Data security of my customers is our highest priority. Hence we are working on leading third party audit to prove it (in progress)

Testimonials

What our customers have to say

“I had 18 different apps to track my banks and investments. It made it hard to see the full picture of my finances. Aequify brings everything into one secure, unified dashboard, making it much easier to manage my global financial life from a single place”

David W.

Canadian expat in the U.S.

"I’d spend hours combing through bank statements from four UK accounts to complete my FBAR. Aequify pulled the details instantly for me…it was a lifesaver."

Taniya R

U.S. expat in the U.K.

"This year, it took me less than 2 mins to know whether to file FBAR and FATCA and to file it."

Joseph J.

U.S. expat in Spain

"My favourite feature is the ability share my data with my financial advisor right from Aequify with a single click. I don't need to fill long forms and download statements. I feel in control of my data and know when my advisor downloaded my data and I can remove access anytime."

Michael C.

U.S. expat in France

Frequently asked questions

Don’t take our word for it, here’s what our users had to say about us.

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How does Aequify work?

Users can get Aequify's capabilities in two simple steps. Step 1: Tell us the basics, a short setup about the move. Step 2: Connect accounts (read-only), bank, investments, and cards across 30+ countries. Aequify’s tax & finance engine securely organizes data, auto-tracks eligible expenses, surfaces treaty credits/deductions, and prepares tax-ready exports for your advisor. Consent-first, no money movement, and access can be revoked anytime.

Does Aequify replace my tax consultant?

No. Aequify complements your tax consultants and makes them faster with clean, tax-ready data and audit trails.

How do you ensure data security

Aequify protects data with AES-256 encryption at rest, TLS in transit, two-factor authentication, least-privilege access, and full audit trails. We use read-only connections and work with trusted connectivity partners like Plaid and Salt Edge. Plaid maintains SOC 2 Type II and ISO certifications, and Salt Edge is ISO 27001-certified and a PSD2-licensed AISP so the data flows through providers that meet strict open-banking standards. Our integrations and controls align with the UK Open Banking framework (CMA/OBIE), the EU’s PSD2 (with PSD3/PSR in progress), and the U.S. CFPB’s Personal Financial Data Rights (Section 1033) rulemaking for open finance. We operate a consent-first model, meet GDPR requirements, and offer regional data-residency options to fit your compliance needs.

Which country do you support?

For tracking of financial accounts, we support 30+ countries including US, Canada, UK, and the EU. For cross-border taxes, we support US, Canada and UK, and are soon expanding to other EU countries.

What is FBAR filing and how can Aequify help?

FBAR is a U.S. report you may need to file if you have bank accounts outside the United States. It is called FinCEN Form 114. Aequify helps by checking if you likely need to file, collecting the key details for your non U.S. accounts, and pulling the highest balance for each account so you do not have to chase statements or spreadsheets. When you are ready, you can securely share the FBAR ready info with your tax consultant and stay on track for the deadline.

What is FATCA and Form 8938?

For tracking of financial accounts, we support 30+ countries including US, Canada, UK, and the EU. For cross-border taxes, we support US, Canada and UK, and are soon expanding to other EU countries.

How does Aequify work?

Does Aequify replace my tax consultant?

How do you ensure data security

Which country do you support?

What is FBAR filing and how can Aequify help?

What is FATCA and Form 8938?

For tracking of financial accounts, we support 30+ countries including US, Canada, UK, and the EU. For cross-border taxes, we support US, Canada and UK, and are soon expanding to other EU countries.