Equals
Changed focus: from self serve spreadsheet to sales led $24k+/yr finance analytics platform
Connected spreadsheet with live data from warehouses and SaaS tools plus AI for finance reporting.
Best for Startup finance and RevOps teams
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What it does
Equals is a business intelligence spreadsheet platform that syncs data from tools and warehouses into an audited calculation layer. You connect go to market data sources or enter prompts to generate live reports, dashboards, and automated pushes. It is designed for founders, revenue operations analysts, and finance teams looking to analyze business metrics.
Read more: 4 features and how people use themShow less
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AI report building
Builds reports and dashboards from plain prompts and answers questions about business performance.
Use caseA revenue operations analyst generates a daily pacing chart comparing created versus won deals across quarters.
From equals.com -
Scheduled pushes
Delivers dashboard updates to Slack or email automatically so stakeholders stay aligned.
Use caseA founder sends a weekly ARR dashboard with key metrics directly to the team Slack channel before a meeting.
From equals.com · image from Equals -
Document embedding
Embeds synchronized charts and data tables into workspaces such as Notion or Coda.
Use caseAn analyst shares live business tables directly inside a company Notion wiki.
From equals.com -
Formula verification
Traces every calculated cell value back to its underlying formula and original source query row.
Use caseA finance leader reviews a metric to confirm the exact source row and calculation logic behind the number.
From equals.com
Written from Equals's own website, checked . Each feature links to the page it comes from; images are Equals's own.
Every plan
| Plan | Monthly | Billed yearly | Per | What it includes |
|---|---|---|---|---|
| Essential | Not listed | $2,000 | per account ($24k/yr), unlimited users | $250/mo AI included then usage based, 3 connectors, 6 hour refresh |
| Business | Not listed | $3,000 | per account ($36k/yr), unlimited users | $500/mo AI included, 5 connectors or warehouse, hourly refresh, writeback |
| Enterprise | Not listed | $5,000 | per account ($60k/yr), unlimited users | $1,000/mo AI included, unlimited connectors, 15 min refresh, SSO |
From Equals's own pricing page, checked . Prices are in US dollars per month; "billed yearly" is the monthly price when you pay for a year up front. A few figures (often the yearly price) are derived rather than printed on the page.
Equals video tutorials
Independent creators on YouTube, not Equals or us. The video loads from YouTube only when you press play.
The free trial
Trial only: No free plan; free trial with length tailored per customer
Questions people ask about Equals
Is Equals free?
There is a free trial but no free plan: No free plan; free trial with length tailored per customer.
What if I need a connector not listed?
Equals partners with Fivetran to offer connections to hundreds of SaaS apps, and suggests booking a demo as there is a good chance they can connect to it. Source
Do you offer implementation?
Yes. A forward deployed analyst will help configure data sync, required transformations, and deliver customized spreadsheets powered by live data. Source
Where this came from
Plans, prices and limits were copied from Equals's own pages, then checked .
How we collect prices and rank tools · Is something wrong? Correct this listing
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