Internal tooling

This is not applicable to you if:

You have a direct account with the Equals Money platform and sign-in using https://app.equalsmoney.com/en-GB/login for expenses and payments features.

Continue here if applicable...

You can find out more about white labelling our platform or using our APIs here.

If you run a white labelled platform and service end users, internal tooling allows you to view all your customer accounts. It also allows you to manage users, cards and produce transaction reports on behalf of customers.

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Initial account set up

Your Implementation Manager will set you up an Internal Tooling account using your email address and mobile number. When this has been created you will receive an email asking you to reset your password. Once you have done this you will be able to access the application.

The URL for Internal tooling is: https://internal.equalsmoney.com/staff-login

You will need to set a password against your account when you first receive the email confirming your account, and it will be on a login screen like the below:

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Account Finder

When you initially login to internal tooling you will be met with the account finder page. Here you will be able to view a list of all the accounts on your product and search or select the account you wish to view.

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Inside the account

Once you have selected an account, it will load all information associated to it.

‍For our API customers: Internal tooling is a guide to your customer information. You may be able to carry out certain actions or view functionality via internal tooling that isn't relevant to your exact implementation.

‍For white labels: The information will be displayed almost identically to what your customers will see, with some differences:

• Internal tooling is always shown to you in Equals Money branding, whereas your customers will see a version of the platform in your brand colours with your brand logo.
• When you select a person via the people page, you will be able to see if that person is linked to any other accounts within your product. Customers cannot see this.
• The "Balances" page is turned on by default for staff roles. Whether your end-user can see this depends on their account features and permissions.

Our other walkthroughs go into detail on how to complete key actions on your account.

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Roles

You will have different abilities in internal tooling depending on your role.
This permission table explains which actions you can take depending on whether you are Support or a Reader.

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