Equals

Equals is a cloud-based spreadsheet and data analysis platform that connects business data, runs SQL queries, automates reports, and helps finance and operations teams build models and dashboards.

At a Glance

Pricing Paid

Equals is a cloud-based spreadsheet and data analysis platform designed for finance, growth, operations, and analytics teams. It combines the familiar spreadsheet format with direct connections to databases and business applications, reducing the need to manually export and paste data into spreadsheets.

Users can connect live data sources, query information using SQL or visual tools, automate data refreshes, and analyze results using formulas, pivot tables, and charts. Equals also supports AI assistance, collaboration, dashboards, and automated reporting.

How Equals Works

  • Connect Data: Connect Equals to databases, data warehouses, and business tools such as Salesforce, Stripe, and HubSpot.
  • Query Data: Use SQL, the visual query builder, or natural language AI prompts to retrieve the information you need.
  • Automate Updates: Schedule queries to run automatically so spreadsheet data stays updated.
  • Analyze Data: Work with the results using formulas, pivot tables, charts, and standard spreadsheet functions.
  • Share Reports: Turn analyses into dashboards or automatically send reports through Slack, email, or embedded wikis.

How We Rated Equals

We rated Equals based on its spreadsheet capabilities, database connections, SQL tools, AI features, automation, collaboration, data analysis, dashboard functionality, and pricing. We also considered its data refresh options, integrations, reporting features, and ease of use.

Pros

  • Reduces the need for manual CSV exports and data updates.
  • Provides a familiar spreadsheet interface for Excel and Sheets users.
  • AI features can help with SQL queries and complex spreadsheet formulas.
  • Allows data from different business tools to be combined.
  • Supports automated dashboards and report distribution.

Cons

  • Business plans can be expensive for smaller teams.
  • Primarily designed for desktop and web use rather than mobile workflows.
  • Very large datasets may sometimes cause performance issues.
  • Complex spreadsheet formatting may need to be rebuilt after importing data.
  • Users may need basic knowledge of databases to use advanced features effectively.

  • Finance teams building financial models and reports.
  • Growth teams analyzing business performance.
  • Operations teams working with multiple data sources.
  • Data analysts who prefer a spreadsheet interface.
  • Businesses that need automated reporting and dashboards.
  • Teams that want to combine database data with spreadsheet analysis.

Equals is useful for teams that want the flexibility of a spreadsheet while working directly with live business data. Instead of repeatedly exporting CSV files, users can connect data sources and keep their spreadsheets updated through scheduled queries.

The platform also combines SQL, visual data querying, AI assistance, spreadsheet formulas, and dashboards. This makes it possible for technical and non-technical users to work with business data in the same environment.

Equals's Key Features

Connects with 30+ business data sources.

Supports SQL queries and a visual query builder.

Uses AI to generate SQL, create formulas, and explain spreadsheet errors.

Automatically refreshes and expands tables when new data is added.

Combines data from different business sources in one spreadsheet.

Supports real-time collaboration and version control.

Provides dashboards and automated reports for sharing business insights.

Includes cell-level auditing to trace queried data.

Pricing

Essential

$24,000 /yr

Business

$36,000 /yr

Enterprise

$60,000 /yr

Disclaimer: for the latest and most accurate pricing, please visit the official Equals website.

Frequently Asked Questions

What Is Equals Used For?
Equals is used for business data analysis, financial modeling, reporting, database querying, dashboards, and combining data from different business sources.
Which Databases Can Equals Connect To?
Equals connects with databases, data warehouses, and business platforms including Snowflake, BigQuery, Salesforce, Stripe, NetSuite, and HubSpot.
Does Equals Support SQL Queries?
Yes. Equals includes a SQL editor that lets users query connected data directly within the spreadsheet.
Can Equals Create Financial Models?
Yes. Users can use spreadsheet formulas, live business data, and analysis tools to build and maintain financial models.
Does Equals Offer Spreadsheet Templates?
Equals provides spreadsheet-based workflows and templates that can help users build common financial, operational, and analytical models.
Can Teams Collaborate in Equals?
Yes. Equals supports real-time multiplayer editing, version control, and cell-level auditing for collaborative work.

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Based on user reviews

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R

Rhea Kapoor

Excellent tool! Saved me hours of work. Highly recommended.

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