Equals

What is Equals?

Equals is the connected spreadsheet you’ve always wanted. It’s designed to make data analysis, reporting, and collaboration easier by connecting directly to your data sources like Stripe, Salesforce, HubSpot, and SQL databases. No more CSV exports or app switching—just real-time insights in a familiar spreadsheet format.

What are the features of Equals?

• Live Data Connections: Pull data directly from Stripe, Salesforce, HubSpot, and SQL databases.
• Pivot Tables & Charts: Explore and visualize data with drag-and-drop ease.
• AI Assist: Generate SQL queries and formulas effortlessly.
• Scheduled Queries: Automate updates to your analyses hourly, daily, or weekly.
• Real-Time Collaboration: Work with your team in the same workbook simultaneously.
• Dashboards: Turn spreadsheets into polished dashboards with filters and AI summaries.

What are the use cases of Equals?

• Subscription Analytics: Track ARR, MRR, and other SaaS metrics with CFO-grade clarity.
• CRM Analytics: Visualize your sales pipeline, leads, and performance in real time.
• Business Intelligence: Analyze data from your warehouse in a spreadsheet format.

How to use Equals?

1. Connect your data sources (Stripe, Salesforce, HubSpot, SQL).
2. Use SQL or the query builder to pull live data into your spreadsheet.
3. Create pivot tables, charts, and dashboards to visualize your data.
4. Share dashboards with your team via Slack or email.