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Equals
Spreadsheets
Paid

Equals

AI-powered BI spreadsheet that connects directly to live data sources to automate GTM analytics, reporting, and dashboarding for RevOps and Finance teams.

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Rating
0
Reviews
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Upvotes
3 months ago
Listed
Spreadsheets
Business Intelligence
Data Analytics
RevOps
Finance Tools
SaaS Metrics
Data Visualization
AI Assistant
Reporting
GTM Strategy
Tool information
Provider
Equals
Platforms
Web
Slack (Integration)
Languages
English
Added to directory
3 months ago
Last updated
about 2 months ago
Rating
Not available
Pricing
Paid

About Equals

What the tool does and who it's for

Equals is a modern BI spreadsheet designed specifically for Go-To-Market (GTM) and finance teams. Unlike traditional spreadsheets that require manual data exports, Equals connects directly to live data sources such as CRMs (Salesforce, HubSpot), billing systems (Stripe), and data warehouses (Snowflake, BigQuery). It features an integrated AI Analyst that can answer data questions instantly by generating spreadsheet models, formulas, and charts. The platform includes automated reporting features like 'Push to Slack' and 'Report on Autopilot,' allowing teams to distribute live dashboards and metrics without manual intervention. It is built to serve as a single source of truth for tracking ARR, pipeline performance, and SaaS metrics.

Key capabilities

Direct Data Connectivity: Connects to SQL databases, data warehouses, and SaaS tools without manual CSV exports.
AI Analyst: Ask natural language questions to generate complex spreadsheet models and analyses automatically.
Automated Dashboards: Instantly turn any spreadsheet into a live dashboard that updates automatically.
Push to Slack: Schedule and send automated reports and data snapshots directly to Slack channels.
Forward Deployed Analyst: Dedicated human analyst support included in plans to help build initial reports.
Writeback: Ability to push data changes from the spreadsheet back to your CRM or source systems.
Data Refresh Scheduling: Set data sync frequencies ranging from every 6 hours to hourly updates.
No Row Limits: The 'Infinity' engine allows users to work with massive datasets that exceed traditional Excel limits.

Pricing

Paid — plans below

Essential

Most popular

$1,250/mo

  • BI Spreadsheet with live data
  • Dashboards & Push to Slack
  • Data refresh every 6 hours
  • Unlimited viewers & editors
  • 2 Initial implementations included
  • Includes Unlimited CRM/Billing or 1 Warehouse

Business

$2,000/mo

  • All Essential features
  • Data refresh every hour
  • Infinity (no row limits)
  • Enterprise SSO (Okta, Azure AD)
  • Writeback capabilities
  • Priority implementation support

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