Last updated 07-26-2026
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Equals
Equals is a platform designed to bring clarity and trust to business data by combining the familiar spreadsheet interface with live data connections and AI-powered insights. It enables teams to build expert workbooks that serve as a single source of truth, ensuring consistent answers across the organization. The platform supports syncing data from multiple sources into a managed warehouse, allowing users to create and maintain dashboards, reports, and models that update automatically. Equals targets revenue operations, finance, and sales teams who need accurate, real-time analytics without the complexity of traditional BI tools. Its AI assistant helps answer questions and build reports, reducing time spent on data wrangling. The platform also supports embedding live charts into collaboration tools like Notion and sending automated updates via Slack or email. With features like writeback to CRMs and enterprise-grade security, Equals integrates deeply into business workflows. It is built to replace error-prone manual reporting with scalable, auditable analytics that teams can trust.
📊 Live Data Sync: Connects to multiple data sources and updates automatically, keeping reports current without manual effort.
🤖 AI Assistant: Builds reports and answers business questions instantly, saving time on data analysis and reducing errors.
📈 Custom Dashboards: Create flexible dashboards backed by spreadsheet logic for deep insights into revenue, sales, and customer metrics.
🔄 Writeback Capability: Push calculated data back into CRMs to keep systems aligned and workflows efficient.
🔗 Embeddable Visuals: Embed live charts and tables into tools like Notion or Slack for easy team collaboration and real-time updates.
Provides a trusted single source of truth with live data syncing
AI-powered assistant reduces time spent on data analysis
Supports deep customization through spreadsheet interface
Integrates with popular tools like Slack, Notion, and CRMs
Enterprise-grade security and compliance with SOC 2 Type II
Pricing is on the higher end, targeting mid to large enterprises
Additional connectors and customizations may incur extra costs
Can I connect data sources not listed on Equals?
Yes, Equals partners with Fivetran to connect hundreds of SaaS apps. You can request additional connectors by booking a demo.
Does Equals provide implementation support?
Yes, each plan includes a forward deployed analyst who helps set up data syncs, transformations, and initial reports tailored to your business.
Is there a cost for implementation services?
Implementation is included with plans and connectors, with additional work available at $5,000 per 10 hours if needed.
Can I customize reports after implementation?
Absolutely. Equals is a full-featured spreadsheet platform, allowing you to build, extend, and customize reports as your needs evolve.
Is there a free trial available?
Yes, Equals offers tailored trial periods so you can try the platform before committing.
Are there any usage limits on Equals?
There are no limits on queries, spreadsheets, or dashboards. Fair use policies apply to some connectors powered by Fivetran.
How does Equals ensure data security?
Equals is SOC 2 Type II certified, encrypts data at rest, restricts credential access, and offers enterprise-grade security including SSO and dashboard-level access controls.