Equals

What it does

Equals is a spreadsheet-based analytics product that connects to business data sources such as CRMs, billing and accounting tools, analytics platforms, databases, and warehouses. Data syncs into a managed Snowflake-based Equals Warehouse, where teams can join and transform sources with SQL, spreadsheet formulas, pivot tables, and charts.

Teams use it for recurring business reporting such as ARR builds, pipeline tracking, and segment breakdowns. Workbooks can be approved as a shared source of truth, any figure can be traced back to its formula and source query, and an AI assistant answers questions over trusted workbooks. Dashboards can be pushed to Slack or email, embedded in Notion, or exported as PDF, and an MCP connection lets other agents query the same metrics.

Equals suits revenue, finance, and operations teams that want spreadsheet-style analysis without building a full data stack. Access starts with a demo request, and plans are priced annually starting at $24k per year on Essential, with AI usage included up to a monthly spend amount. Connector counts, data sync frequency, and included AI spend vary by tier, and the trial period is tailored to each customer.

What it can do

• Spreadsheet-style analysis connected directly to synced business data
• Dashboards with live charts that can be pushed to Slack or embedded in Notion
• Pipeline and ARR reporting templates such as ARR Build Analytics
• AI assistant that answers business questions and builds reports from trusted workbooks
• Verification of any figure by clicking into its formula and source query
• Writeback of calculated values to a CRM on higher tiers

Works with

• Salesforce
• HubSpot
• Attio
• Stripe
• Paddle
• NetSuite
• QuickBooks
• Xero
• Google Analytics
• Mixpanel

Before you choose

• Connector limits and data sync frequency depend on plan tier (6 hours on Essential, 1 hour on Business, 15 minutes on Enterprise).
• AI usage is included up to a monthly spend amount per plan, then usage-based according to the pricing page.
• Implementation by a forward deployed analyst is included in plans; additional implementation hours are $5k per 10 hours of work.

Listed under

• Data
• Analytics and BI
• AI analytics
• Analytics
• Arr reporting
• B2B SaaS
• Business intelligence
• Dashboards

Get started

Pricing page offers a demo request; trial is tailored to each customer.

1. Create a workspace and enable auto-join under Settings > Workspace for team members with matching email domains.
2. Connect datasources such as PostgreSQL, Snowflake, BigQuery, Stripe, Salesforce, or HubSpot; data syncs to the Equals Warehouse.
3. Build analyses with spreadsheet formulas, pivot tables, and charts, then share dashboards to Slack or email on a schedule.

Annual prices shown per year. AI usage is included up to the monthly spend amount for each plan; the pricing page indicates usage-based billing beyond that for AI. Additional connectors on Business are $199/mo for databases and scripts and $699/mo for everything else. Trial is tailored to each customer and not a fixed free tier.

Source: equals.com/pricing, checked 29 Oct 2026. Prices can change; check before you buy.

Sources for this overview

Product pages, documentation, and pricing checked 29 Oct 2026. Each source supports part of the overview; availability and prices can change.

• Trusted AI analytics | Equals ↗equals.com
• Equals Documentation - Concepts ↗docs.equals.com
• Pricing | Equals: Trusted AI analytics ↗equals.com

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equals.com: product, pricing and policy pages

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Last checked 29 Oct 2026. Every field keeps its source and date; unknown means we couldn’t confirm it.