Aequify removes the financial roadblocks that derail relocations. We help employees save on avoidable taxes and automate multi-country finances, cutting hours of admin, so they can focus on the new role, not money stress.
Plan the move
Plain-Language checklist, Tax outlook and Scenario Planner ensure employees get visibility, control and piece of mind.
Optimize taxes
Get tax credits/deductions using treaty rules to reduce tax burden.
File smoothly
Create clean, tax-ready packages for your employees' tax consultants with just few clicks.
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.
Does Aequify have access to my employees money?
No, Aequify only processes financial data to provide insights. It does not have the ability to move or access funds in user accounts.
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.
