EQPair — roadmap — future features

What EQPair is building beyond the beta.

The beta focuses on fast, secure reconciliation with simple rules and downloadable results. The roadmap shows how EQPair will expand into saved configurations, higher record volumes, team workflows, database connectors, audit controls, and compliance-oriented features.

Beta availableFuture plansBuilt with user feedback

A practical path from beta to advanced operations.

Each stage extends the same clear reconciliation workflow with capabilities validated through real user needs.

Next

Saved configurations

02

Repeat the same reconciliation workflow without rebuilding settings every time.

  • Saved column mappings
  • Saved matching rules
  • Reusable reconciliation templates
  • Better support for recurring clients or accounts
Planned

Higher volumes and advanced matching

03

For users who need more records, more flexibility, and advanced reconciliation logic.

  • Higher monthly record limits
  • Match tables
  • Manual review panel
  • Re-runs
  • Differential history
  • Future support for 1:N and N:N reconciliation logic
Planned

Team workflows

04

Designed for firms and teams that need collaboration, admin control, and work transfer.

  • Multi-user workspaces
  • Tenant admin
  • User roles
  • Transfer reconciliation work between users
  • Shared configurations
  • Team-level operational visibility
Future

Connectors and enterprise controls

05

For larger teams that need database connectivity, auditability, and compliance-oriented controls.

  • PostgreSQL connector
  • SQL Server connector
  • Oracle connector
  • Persistent audit logs
  • SOX-oriented controls
  • SOC roadmap
  • Enterprise custom plans

How planned capabilities build on the beta.

CapabilityBetaSaved ConfigsAdvanced MatchingTeamsEnterprise
Record volume1,500/moHigherHigherCustomCustom
Saved configurationsIncludedIncludedSharedUnlimited
Matching rules3 rulesReusableAdvancedAdvancedCustom
Match tablesPlannedPlannedPlanned
Manual reviewPlannedPlannedIncluded
Re-runsPlannedPlannedIncluded
Differential historyPlannedPlannedIncluded
Multi-user workspacePlannedIncluded
Tenant adminPlannedIncluded
Work transferPlannedIncluded
Database connectorsPlanned
Persistent audit logsPlannedIncluded
Compliance roadmapSOX / SOC

Roadmap items may evolve based on beta feedback, customer needs, and technical validation.

Beta incentive

Early users help shape what comes next.

Users who join the beta will receive a 25% discount for the first 4 months on the paid plan they choose after launch. Enterprise plans are excluded because they will be priced individually.