Equals

Equals is an AI spreadsheet platform that helps finance and data teams achieve real-time reporting without the friction of manual data exports. It functions as a professional-grade spreadsheet interface but replaces static uploads with live connections to warehouses like Snowflake, BigQuery, and Redshift. By pulling data directly from the source, it ensures that your financial models and operational dashboards never go out of date.

The platform integrates a powerful AI Assist co-pilot that transforms how users interact with data. Instead of memorizing syntax, you can use natural language to write complex SQL queries or generate intricate formulas across thousands of rows. This capability reduces manual data cleaning time by roughly 60% and allows analysts to focus on interpreting trends rather than troubleshooting cell references. Whether you are building a cap table or a cohort analysis, the tool maintains a full audit trail of every change.

Environment – Cloud-based SaaS

Browser / Automation – Chrome, Safari, Firefox, Edge

Toolchain – SQL, Python, REST API, Webhooks

Core Loops – Automated data fetching, scheduled Slack/Email delivery, and recursive model updates

Capabilities – Live database syncing, AI-powered query generation, multi-source joining, and collaborative workspace management

💰 Pricing

Free: $0 - Includes 1 editor and access to basic data sources with limited version history.

Starter: $28.00/mo - Per editor billed annually. Provides unlimited data sources, automated scheduling, and standard AI Assist features.

Pro: $56.00/mo - Per editor billed annually. Adds advanced permissions, priority support, and enhanced data governance tools.

🌍 Why Choose Equals?

✅ Real-time data syncing from Postgres, Salesforce, and Stripe

✅ AI Assist for writing formulas and SQL queries using natural language

✅ Automated report distribution via Slack and Email

✅ Familiar spreadsheet shortcuts and cell-based logic

✅ Popular among Finance Teams and SaaS Founders

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