What is Aequify?
Aequify is a software platform designed to help expats and globally mobile individuals manage their cross-border finances efficiently. It connects bank and investment accounts from over 30 countries, organizing transactions and generating tax-ready reports for international tax filing workflows. The platform includes support for common U.S. expat reporting needs such as FBAR and FATCA (Form 8938) summaries, offering year-round visibility into income, expenses, and foreign accounts across multiple jurisdictions.
With features like an AI Tax Assistant, automated compliance checklists, and secure data sharing, Aequify enables users to track their worldwide net worth, estimate tax liabilities, and identify tax treaty savings. It emphasizes security with bank-grade encryption and two-factor authentication, while providing access to a marketplace of vetted tax advisors. Aequify does not provide tax, legal, or financial advice but serves as a tool to streamline financial management and reduce errors for expats.
Features
- AI Tax Assistant: Get instant, private answers to expat tax questions based on official rules and tax treaties
- Global Net Worth Tracking: Automatically sync bank accounts, investments, and property from 30+ countries in one dashboard
- Expat Tax Compliance: Provides a smart checklist for forms like FBAR and FATCA to avoid missed filings
- Cross-Border Tax Outlook: See estimates of tax owed in multiple countries before deadlines
- Secure Data Sharing: Create advisor-ready data packs with one click and control access permissions
- Tax Treaty Savings: Automatically flags tax treaties and foreign tax credits to prevent double taxation
- Advisor Marketplace: Easily find and hire trusted international tax experts with clear pricing
- Bank-Grade Security: Uses high-level encryption and SOC II standards for data protection
Use Cases
- Tracking worldwide net worth and assets across multiple countries
- Managing U.S. expat tax compliance for FBAR and FATCA filings
- Estimating cross-border tax liabilities before filing deadlines
- Identifying tax treaty savings and foreign tax credits
- Securely sharing financial data with tax advisors or accountants
- Organizing global bank and investment accounts in a unified dashboard
- Getting instant answers to expat tax questions using AI assistance
- Simplifying financial management for globally mobile professionals
FAQs
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What is Aequify and how does it help U.S. expats?
Aequify is a platform that helps U.S. expats manage cross-border finances by connecting global accounts, providing tax compliance alerts, and generating tax-ready reports for forms like FBAR and FATCA. -
Can Aequify be used by other expats, like British or Canadian expats living abroad?
Yes, Aequify is built for U.S. and U.K. expats and can assist other expats, such as Canadians, with tracking global accounts and managing cross-border tax aspects. -
How does Aequify work?
Aequify works by syncing international bank and investment accounts, providing a tax outlook and compliance checklist, and allowing secure sharing of advisor-ready data in a few steps. -
Does Aequify replace my tax advisor or accountant?
No, Aequify does not replace tax advisors; it is a software platform that helps organize financial data and provides tools to assist with tax management, while users can connect with advisors through its marketplace. -
What is FBAR filing for U.S. expats?
FBAR filing is a requirement for U.S. expats to report foreign financial accounts, and Aequify helps by providing alerts and data to ensure compliance.
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Aequify Uptime Monitor
Average Uptime
100%
Average Response Time
248.29 ms
