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Frequently Asked Questions

Everything you need to know about Equimise

Getting Started

How do I sign up for Equimise?

Join our waitlist to secure founding member pricing (50% off forever). When your spot is ready, you'll receive an email with onboarding instructions. Setup typically takes 2-3 days with our dedicated support team.

What's included in the free trial?

All founding members get full access to their chosen plan during onboarding. You can explore every feature - AI invoice processing, real-time costing, menu engineering, inventory management - with no limitations.

How long does setup take?

Most venues are live within 2-3 days. Connect your POS, upload your first invoices, and start tracking. We provide onboarding support to help you get started quickly.

Do I need special hardware?

No. Equimise is cloud-based and works on any device with a web browser. Use your phone to scan invoices, tablets for stock counts, and laptops for full dashboards.

How do I import my existing inventory?

You can import via CSV upload or enter items manually. We also extract inventory from your first invoices automatically. Our onboarding team will guide you through the best approach for your setup.

Billing & Pricing

How does the waitlist work?

Join the waitlist to secure your spot as a founding member. When we launch, you'll get early access and lock in 50% off forever. No credit card required to join.

What payment methods do you accept?

We accept all major credit cards (Visa, Mastercard, Amex) and bank transfers for annual plans. All payments are processed securely via Stripe.

Can I change plans at any time?

Yes. Upgrades take effect immediately; downgrades apply at the end of your current billing period. You'll be prorated accordingly. Founding members keep their 50% discount when changing plans.

Do you offer refunds?

We don't offer refunds for partial months, but you can cancel anytime to avoid future charges. If there's an issue, contact support—we're here to help.

What happens if I cancel?

Your account remains active until the end of your billing period. You can export your data anytime. We'll send a final invoice and close your account when the period ends.

Features & How-tos

How does AI invoice processing work?

Simply snap a photo of your invoice or upload a PDF. Our AI extracts items, quantities, prices, and supplier details automatically. You review and approve before anything is committed to inventory.

Can I connect multiple POS systems?

Currently we support Square POS with more integrations coming soon. Multi-site plans support different POS systems per venue. Custom integrations are available on Enterprise plans.

Does Equimise work with my existing suppliers?

Yes! Equimise learns your suppliers as you upload invoices. No pre-configuration needed. The AI gets smarter with each invoice, improving accuracy and matching over time.

How do I set up a menu item?

Create a menu (e.g., Dinner), add categories (e.g., Mains), then add items. Link each item to inventory ingredients with quantities. Equimise calculates cost and margin automatically.

What happens when ingredient prices change?

Menu item costs update automatically in real time. You'll see the new margin % immediately, so you can decide whether to adjust pricing or recipes.

Can I track inventory by location (walk-in, prep area, bar)?

Currently, inventory is tracked at the venue level. Multi-location tracking within a venue is on our roadmap. Contact us if this is critical for your operation.

Account & Security

How is my data secured?

All data is encrypted in transit (TLS 1.3) and at rest (AES-256). We're SOC 2 compliant and undergo regular security audits. Your data is hosted in secure Australian data centers.

Who can access my data?

Only users you invite to your organization. You control permissions at the user and venue level. Our support team can only access your data with explicit permission for troubleshooting.

Can I export my data?

Absolutely. Export your inventory, menus, recipes, invoices, and reports anytime in CSV or PDF format. Your data is always yours.

Is my data used to train AI models?

No. Your operational data is private and never used to train external models. We use domain-specific fine-tuning within our secure infrastructure.

Integrations

Which POS systems do you integrate with?

We currently support Square and are adding more. If you have a specific POS, contact us—custom integrations are available on Multi-site plans.

Can I connect multiple delivery platforms?

Yes. Orders from Uber Eats, DoorDash, and other platforms can be aggregated into your unified Orders feed (integration setup varies by platform).

How does the POS integration work?

We use webhooks to receive real-time sales data from your POS. When an item is sold, Equimise automatically depletes the corresponding ingredients from inventory based on your menu recipes.

Do you integrate with accounting software?

Xero and MYOB integrations are coming soon. You can currently export reports in formats compatible with most accounting platforms.

Still need help?

Can't find the answer you're looking for? Our support team is ready to assist.

We typically respond within 1 business day

Integrates with your favorite tools

S
Square
X
Xero
Q
QuickBooks
U
Uber Eats
D
DoorDash
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