Equals

What is Equals?

Equals is a modern spreadsheet platform designed to connect directly to live data sources such as SQL databases, Stripe, Salesforce, and more, enabling real-time data analysis without manual CSV imports. It combines the familiarity and flexibility of spreadsheets with advanced features like AI Assist for writing and debugging SQL queries and formulas, live dashboards, and automated reporting. Trusted by leading startups and enterprises, Equals streamlines subscription analytics, CRM insights, and business intelligence with a secure, collaborative, and highly customizable environment.

Key Features

• Live Data Connectivity

  Direct connections to over 30 data sources including SQL warehouses, Stripe, Salesforce, and marketing platforms, enabling real-time data updates without CSV exports.

• AI Assist for SQL and Formulas

  Built-in AI assistant powered by GPT-4 Turbo that helps generate, debug, and explain SQL queries and spreadsheet formulas within the context of your data.

• Customizable Dashboards and Reporting

  Create live dashboards with charts, pivot tables, and auto-updating data visualizations that can be scheduled for delivery via email or Slack.

• Subscription and CRM Analytics

  CFO-grade templates and tools for tracking ARR, MRR, churn, pipeline performance, and sales forecasting tailored to your business model.

• Enterprise-Grade Security and Collaboration

  SOC 2 Type II certified platform with encrypted data, granular access controls, real-time collaboration, and integration with centralized SSO systems.

• Flexible and Scalable Spreadsheet Engine

  Supports unlimited rows with high performance, versioning, and the ability to embed dashboards on any webpage via simple HTML snippets.

Use Cases

• Subscription Analytics : Finance teams gain precise, customizable insights into recurring revenue metrics, enabling accurate ARR and MRR reporting without fixed vendor definitions.
• CRM Analytics : Sales and revenue teams visualize pipeline, leads, and sales performance in real time by integrating data from Salesforce, HubSpot, and other CRMs.
• Business Intelligence : Analysts build live dashboards and reports connected to data warehouses like Snowflake and BigQuery, automating manual reporting tasks.
• Data-Driven Collaboration : Teams collaborate on live spreadsheets with controlled access, sharing insights and updates seamlessly across departments.
• Automated Reporting : Schedule and push dashboards and data summaries to Slack or email on a daily, weekly, or hourly basis, keeping stakeholders informed effortlessly.

FAQs