Equals
AI Assist is a next-generation tool powered by GPT-4 Turbo. Integrated with spreadsheets, it assists users to write, edit, explain, and fix SQL queries, formula...
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What is Equals?
Equals is a next-generation browser-based spreadsheet with native AI functionality designed specifically for Go-To-Market (GTM) teams at SaaS companies. It connects directly to live data sources including SQL databases, CRMs like HubSpot and Salesforce, billing platforms like Stripe, and data warehouses such as Snowflake and BigQuery. The platform eliminates manual CSV imports by syncing GTM data to a managed Snowflake warehouse that Equals runs for you, providing real-time data analysis with automatic refreshes.
The core AI feature is AI Assist (powered by GPT-4 Turbo), which helps users write, fix, explain, and debug SQL queries in connected databases; write, edit, explain, and fix spreadsheet formulas in any cell; and format, edit, and summarize charts in the spreadsheet. AI Assist includes proactive error detection, one-click fixes, intelligent prompt suggestions with context, and can generate entire dashboards from simple prompts. The Analyst AI answers data questions directly in plain language within the interface, backed by trusted spreadsheet logic.
Equals is built for Revenue Ops, Finance, founders, and strategy teams at SaaS startups and scale-ups who need precise, up-to-date metrics for ARR tracking, pipeline pacing, customer retention cohort analysis, sales forecasts, and investor presentations. The platform enables building workbooks once and iterating for years, with features like scheduled Slack/email pushes for briefings, CRM updates to fix input errors, Ask dashboard for follow-up questions, and live chart/table embedding in Notion, Coda, or wikis. It is SOC 2 Type II compliant and ensures data remains confidential without training on user data.
Equals pricing
Pricing model: Paid
Equals offers two main paid plans with no traditional free tier. Essential plan is $1,250 per month and includes unlimited CRM and billing connections or one data warehouse, 6-hour data refresh, and unlimited editors. Business plan is $2,000 per month and adds hourly data refresh and Enterprise SSO. Additional integrations for BigQuery and Snowflake warehouses are charged $699 per month each, while basic integrations cost $199 per month. AI Assist is included with all paid plans. Free accounts are available for anyone to see how AI Assist works during beta, and a Free Trial is available. Pricing is based on seats plus choice of data connectors, with every seat having full Equals access including unlimited workbooks, queries, and dashboards.
Equals pros
- Native AI assistant built directly into spreadsheet interface
- Real-time connection to live data sources without CSV imports
- Write, debug, and explain SQL queries from within spreadsheet
- Write, fix, edit, and explain formulas in any cell
- Edit, format, and summarize charts automatically
- Proactive error detection with one-click fixes
- Intelligent prompt suggestions with contextual awareness
- Generates entire dashboards from simple text prompts
- Automatic data refresh every 6 hours (Essential) or hourly (Business)
- Managed Snowflake warehouse synced and cleaned by Equals
- Unlimited editors and unlimited views at no additional cost
- SOC 2 Type II compliant with data privacy protection
- Scheduled Slack or email push for team briefings
- Live chart embedding in Notion, Coda, and wikis
- Ask dashboard for follow-up questions backed by spreadsheet logic
- CRM integration to fix input errors and push calculated values
- Built specifically for SaaS GTM teams and Revenue Ops
- Cut data preparation and analysis time by over 90%
Equals cons
- Cannot use Equals without connecting to a datastore
- High price point at $1,250/month for Essential plan
- Business plan at $2,000/month may be expensive for smaller teams
- Additional integrations cost $199-$699 per month extra
- 6-hour data refresh in Essential may not be real-time enough
- Learning curve for advanced features beyond basic spreadsheet use
- Limited free plan features compared to paid versions
- Dependent on internet connectivity as browser-based tool
- Primarily designed for SaaS companies, less optimal for other industries
Frequently asked questions about Equals
What is Equals AI Assist and what can it do?
Equals AI Assist is the first native AI assistant in a spreadsheet, powered by GPT-4 Turbo. It helps users write and debug SQL queries in connected databases, write, fix, and explain formulas in any cell, and edit and summarize charts in the spreadsheet. It also includes proactive error detection, one-click fixes, intelligent prompt suggestions with context, and can generate entire dashboards from simple prompts.
How do I access AI Assist in Equals?
AI Assist can be accessed by typing Command+J (or Ctrl+J on Windows) to open the assistant. The feature has also been moved to live within Command+K for easier access from various parts of the workbook, including the SQL editor.
What data sources does Equals connect to?
Equals natively connects to HubSpot, Salesforce, Stripe, NetSuite, BigQuery, and Snowflake. It has built-in integrations to SQL databases, data warehouses like Snowflake, and critical business systems like QuickBooks and Salesforce.
How often does data refresh in Equals?
Data refreshes automatically every 6 hours in the Essential plan and hourly in the Business plan. This ensures data currency without manual updates.
Is Equals secure and compliant?
Yes, Equals is SOC 2 Type II compliant, ensuring data remains confidential and secure. The platform does not train on user data, maintaining privacy for all business information.
What teams is Equals built for?
Equals is built for Go-To-Market teams at SaaS companies, specifically targeting Revenue Ops, Finance, founders, and strategy teams who need precise, up-to-date metrics for ARR tracking, pipeline analysis, customer retention, sales forecasts, and investor presentations.
Can I embed Equals dashboards in other tools?
Yes, you can embed live charts and tables in Notion, Coda, or any wiki, and they stay always in sync with the source. You can also use the Ask dashboard to ask follow-up questions on any dashboard and get answers backed by the same trusted spreadsheet logic.
Does Equals require a data team or data stack?
No, Equals syncs your team's tools to a managed warehouse without requiring a data stack or data team. All GTM data is synced and cleaned in a Snowflake instance that Equals runs for you.
What is included in the AI Assist beta?
During beta, AI Assist is free for all Equals users and is included with all paid plans. Users can access it from various parts of the workbook including the SQL editor, and it provides a starting point for analysis while encouraging users to review and verify generated outputs.
How does Equals compare to Excel and Google Sheets?
Equals eliminates hours of manual reporting that Excel and Google Sheets require by automatically syncing data, providing pre-built formulas, and using AI to accelerate ad hoc analysis. All metrics come from a single connected source for improved data reliability, and board-ready dashboards accelerate monthly reporting cycles and due diligence preparation.