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Equals

Equals is an AI spreadsheet for finance and data teams. Ideal for analysts and founders, it helps automate reporting by connecting directly to live databases and using AI to write formulas.

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November 4th, 2023

About 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 By pulling data directly from the source, it ensures that your financial models and operational dashboards never go out of date.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.

Browser / Automation – Chrome, Safari, Firefox, Edge

Toolchain – SQL, Python, REST API, Webhooks

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

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Who is using Equals?

Finance TeamsData AnalystsSaaS FoundersOperations Managers

Key Features

7 features
  • Live Data Connections
  • AI Formula Generation
  • SQL Query Builder
  • Scheduled Automations
  • Native Charting
  • Dashboard Publishing
  • Version Control

Use Cases

4 use cases
  • Live Financial Modeling
  • SaaS Metric Tracking
  • Investor Reporting Automation
  • Marketing Attribution Analysis

Other Features

  • API
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