Equals
Automate spreadsheet reporting with live data integrations
Target Audience
- Finance teams
- SaaS businesses
- Revenue operations managers
Hashtags
Overview
Equals connects your spreadsheets directly to business data sources like Stripe, Salesforce, and SQL databases. Never manually export CSVs again - data updates automatically for real-time insights. Create custom reports for SaaS metrics, sales pipelines, and financial forecasts using familiar spreadsheet formulas. Trusted by finance teams for subscription analytics and operational reporting.
Key Features
Live Data Sync
Connect directly to Stripe, Salesforce, and SQL databases in real-time
Pivot Tables
Analyze data with drag-and-drop interface for instant insights
AI Assist
Get help writing SQL queries and spreadsheet formulas
CFO Templates
Pre-built frameworks for ARR tracking and SaaS metrics
Team Collaboration
Edit spreadsheets simultaneously with version control
Use Cases
Track ARR and SaaS metrics
Visualize CRM pipeline data
Create live business dashboards
Forecast sales performance
Analyze product engagement trends
Pros & Cons
Pros
- Real-time data connections eliminate CSV exports
- Familiar spreadsheet interface reduces learning curve
- Fully customizable metrics and dashboards
- SOC 2 certified security with granular access controls
Cons
- Primarily targets startups/SaaS businesses
Frequently Asked Questions
How is Equals different from Excel/Google Sheets?
Connects directly to live data sources with automatic updates, eliminating manual CSV exports
Can I use this for subscription analytics?
Yes - customize ARR calculations and SaaS metrics without locked definitions
Is my data secure?
SOC 2 Type II certified with encryption and granular access controls
Integrations
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