AI Assist by Equals

What if your spreadsheets could answer your business questions with unwavering accuracy?

RecommendedEquals AI is a powerful, enterprise-grade platform that redefines the spreadsheet experience by integrating AI and live data connectivity for unparalleled accuracy and actionable business intelligence.

Equals AI is an AI-powered spreadsheet platform designed to be the AI-native successor to Excel. It connects directly to your data sources, allowing users to build expert workbooks, trust every answer, and run analyses everywhere, ensuring a single source of truth for financial and operational metrics.

Visit AI Assist by Equals

Visit AI Assist by Equals

Key Features:

AI-powered question answering and report building from source-of-truth data.
Direct connection to databases, warehouses, and SaaS tools (e.g., Salesforce, Stripe).
Spreadsheet interface for building analyses with functions, pivot tables, and charts.
Automated dashboards with scheduled pushes to Slack or email.
Writeback functionality to update CRM with calculated values from Equals.

Pros

RevOps Analysts needing to build daily pipeline pacing charts and ARR dashboards.
Founders at Series A startups requiring weekly ARR dashboards with key GTM metrics.
Heads of RevOps at AI companies looking to identify customers impacting AI margins.

Cons

Pricing is enterprise-focused, starting at $24k/year, which may be prohibitive for smaller businesses.
Relies on Fivetran for many SaaS connectors, which may introduce additional data processing considerations.
Requires initial setup and configuration, though a forward-deployed analyst is provided for assistance.

Pricing

paid

Starting at:$24k/year

Plans

Essential: $24k/year (Unlimited seats, 3 connectors, 6-hour data sync, $250/mo AI spend)
Business: $36k/year (Unlimited seats, 5 connectors or Warehouse, 1-hour data sync, $500/mo AI spend, Writeback)
Enterprise: $60k/year (Unlimited seats, Unlimited connectors or Warehouse, 15-minute data sync, $1,000/mo AI spend, Writeback, Enterprise SSO)

Trial:Tailored trial period available

Categories:

Productivity & Workflow Code & Development Data & Analytics

Tags:

AI Spreadsheet Data Integration Business Analytics Financial Reporting SaaS Metrics Revenue Operations CRM Integration Data Warehouse

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Quick Decision

Try if: You should try Equals if your organization needs a robust, AI-powered spreadsheet solution that integrates directly with your live data sources to ensure accuracy and provide real-time business insights, especially for financial and operational analytics.

Skip if: Skip Equals if you are a small business or individual user with limited budget, or if your data analysis needs are simple and do not require complex integrations or AI-driven insights from live data.

Not for: Individuals or small teams looking for a free or low-cost spreadsheet solution.; Users who prefer traditional, disconnected spreadsheet workflows without live data integration.

Trust Signals

Team Size
medium
Funding
a16z, Craft Ventures, BoxGroup

Compliance

SOC 2 Type II

Notable Customers

11xExpoThanxAtticusPylon

Tech Details

Platforms

web

Integrations

SalesforceStripeHubSpotIntercomZendeskShopifyPostgreSQLSnowflakeBigQueryMySQLRedshiftGoogle AnalyticsMixpanelPostHogSegmentPaddleSequenceAttioSQL ServerReplicated DBNetSuiteQuickbooksXeroClickhouseDremio

Open Source

Support

Channels

emailchatslack

Company

Name
Equals Technologies, Inc.

Equals is on a mission to build the AI-native successor to Excel, providing a connected spreadsheet platform that leverages AI to deliver trusted, real-time business insights.

FAQ

How does Equals ensure data security?

Equals is SOC 2 Type II certified, encrypts all sensitive credentials and data at rest, and restricts access to production servers. They also conduct regular pen tests.

What data sources can Equals connect to?

Equals connects to SQL databases (PostgreSQL, MySQL, Redshift, BigQuery, Snowflake) and SaaS tools like Stripe, Salesforce, HubSpot, Intercom, Zendesk, and Shopify. They also partner with Fivetran for additional connectors.

Is there a free trial available for Equals?

Yes, Equals offers a tailored trial period to meet each customer's specific needs, allowing users to try the platform before committing.

How does Equals handle implementation and support?

Each plan includes a forward-deployed analyst to assist with initial setup, data sync, transformations, and report delivery. They offer Slack, email, and chat support to all customers.

What is the Equals Warehouse?

When multiple supported data sources are connected, they automatically sync to your own Equals Warehouse, powered by Snowflake. This allows for joining, transforming, and querying data across different sources.

Use Cases

RevOps Analysts needing to build daily pipeline pacing charts and ARR dashboards.
Founders at Series A startups requiring weekly ARR dashboards with key GTM metrics.
Heads of RevOps at AI companies looking to identify customers impacting AI margins.