Equals

Equals is a Data & Analytics tool that provides an AI-powered spreadsheet for GTM data analysis. It connects to various data sources to offer real-time insights and dashboards, helping businesses understand their growth levers.

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At a glance

Pricing

Paid · Enterprise

Free tier

API

Skill level

Mixed

About

What is Equals?

Equals is an AI-powered spreadsheet designed to connect directly to your Go-to-Market (GTM) data, offering real-time insights and analytics. It serves as a modern alternative to traditional spreadsheets, engineered for AI and built for trust. The platform provides BI spreadsheets, customizable dashboards, and an AI assistant called Analyst that answers questions with spreadsheet models. Equals helps RevOps, Founders, and Finance teams gain clarity on pipeline coverage, funnel conversion, ARR, and other critical business metrics. It integrates with numerous CRM, billing, accounting, analytics, database, and warehouse tools, ensuring data is always up-to-date without manual CSV imports. The tool also includes a dedicated analyst for initial setup and report configuration.

Best used for

Ideal for RevOps, Founders, and Finance teams who need to gain real-time clarity on pipeline coverage, funnel conversion, and ARR. Especially valuable for businesses looking to replace traditional spreadsheets with an AI-powered solution that integrates directly with their GTM data sources.

Common actions

analyze GTM data

create dashboards

generate reports

monitor business metrics

spreadsheetdashboarddecision-makingbusiness reportingData analysisSales funnelAI assistancesql database

Capabilities

Key features

BI spreadsheet
Customizable dashboards
AI Analyst assistant
Slack push notifications
Forward deployed analyst
Real-time data refresh
CRM writeback

Target Audience

product manager

Integrations

paddlesequencestripeattiohubspotsalesforcenetsuitequickbooks+ 16 more

Pricing & Plans

Paid · Enterprise

Not publicly disclosed. Check equals.com for current pricing.

FAQs

What is the 'Analyst' feature in Equals?

The 'Analyst' is an AI assistant within Equals that can answer questions and generate spreadsheet models based on your data. It helps users quickly get insights and build reports without manual data manipulation, enhancing the efficiency of data analysis.

Does Equals offer implementation support?

Yes, Equals provides implementation support. A forward-deployed analyst is assigned to your account to configure data syncs, transformations, and deliver tailored spreadsheets and dashboards. Each plan includes two implementations, with additional needs available for a fee.

What kind of data sources can Equals connect to?

Equals connects to a wide range of data sources including CRM (HubSpot, Salesforce), Billing (Stripe, Paddle), Accounting (Quickbooks, NetSuite), Analytics (Google Analytics, Mixpanel), Databases (MySQL, Postgres), and Warehouses (BigQuery, Snowflake). They also partner with Fivetran for additional connectors.

Are there any usage limits for Equals?

No, Equals does not impose limits on the number of queries, spreadsheets, or dashboards. However, a fair use policy applies to connections powered by their partner Fivetran, which may, in rare cases, lead to pricing adjustments for high-volume connectors after consultation.

Is Equals SOC 2 Type II certified?

Yes, Equals is SOC 2 Type II certified, ensuring a high level of data security. All data is encrypted at rest, and credentials are secured with restricted access. Users can also restrict access to specific dashboards or spreadsheets for enhanced control.

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