Big updates in this feature release - compatibility with Xero and QuickBooks!
From slicker invoicing to clearer client plans, here’s what’s new inside Equicantis:
💼 A Whole New Section: Business Reports
Say hello to the brand new Business Reports area inside Equicantis.
Here you’ll find:
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Invoice Reports with export compatibility for Xero and QuickBooks Online
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Payment Reports with export compatibility for QuickBooks Self-Employed
That means you (or your bookkeeper/accountant) can simply download a CSV file and upload it directly into your accounting software. We’ve ensured the data format matches perfectly for a super quick and easy import.
Not using Xero or QuickBooks? No problem. Both reports also have a Default download option, so you can still access your invoice and payment data in seconds.
And to give you a clear snapshot of your finances, the new Year-to-Date Report shows a graph of what’s been paid vs what’s outstanding — making it easier to stay on top of your cashflow at a glance.
🩺 Dedicated Vet Reports + Consent PDFs
We know how important it is to communicate quickly and clearly with vets and insurers.
You can now generate a separate vet report directly from your client session report — highly automated but fully editable so you can add your own detail.
Better yet, you have options for sharing it:
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Email it directly to the vet
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Copy and paste a secure link
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Download as a PDF — perfect for uploading to insurance companies
To make the process even smoother, you can also download a PDF of completed vet consent forms, giving you everything you need for insurance submissions in just a few clicks.
📝 Clearer, More Professional Client Plans
Exercise plans now have a cleaner sets/reps format (including rest intervals) so clients can follow them more easily.
It’s a small change that makes a big difference in how professional and user-friendly your plans look.
⚙️ More Customisation at Your Fingertips
Because every therapist works differently, we’ve added new ways to make Equicantis fit you:
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Different T&Cs for different professions (e.g. human vs animal treatments)
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Customisable footers on exercise plans and session reports — ideal for guidance notes, glossaries, or any extra client info you need
🐴 Better Information for Vets & Insurers
We’ve added more client and animal details into session report and exercise plan headers, so you can share what’s needed for insurance claims or vet referrals without digging around.
✨ And More…
Alongside these major updates, we’ve also made dashboard enhancements and a host of smaller improvements to keep everything running smoothly.
Why This Matters
Every new feature has one purpose: to make your life easier.
Less admin.
Clearer communication.
More professionalism.
This is why therapists choose Equicantis — because it’s not just a platform, it’s a smarter way to run your business and support your clients.
👉 Start your free trial toda] or log in to explore the new features right now - www.equicantis.com