Equals

What it is

Equals is a spreadsheet that connects live to your database and SaaS tools, so cells refresh from real data instead of a stale CSV paste — and it layers an AI analyst on top that can build queries, models, and reports from natural language. Higher tiers even bundle human “Forward Deployed Analysts” who help stand up your first complex models. It sits between a spreadsheet and a BI tool, aimed squarely at revenue and finance operations.

Our verdict

For a RevOps or finance-leaning PM who thinks in spreadsheets but is tired of manual data pulls, the live-connection model is genuinely nice — your familiar grid, but the numbers are current, and the AI can draft the SQL behind a cell. The bundled analyst help on upper tiers is a real differentiator for teams standing up reporting from scratch.

Where it falls short: the price wall is brutal for the typical PM — plans start at $24,000/year, and there’s no free tier, only a tailored trial. It’s also positioned for finance/revenue ops, so a lot of its depth (financial modeling, close workflows) is wasted on core product questions. Unless your team already has a real revenue-ops budget, this is the wrong tool in this category to reach for.

Get value in 10 minutes

1. Book the trial (there’s no self-serve free entry) and connect one source — a warehouse table or a SaaS tool like Stripe.
2. In a sheet, ask the AI: “Pull monthly recurring revenue by plan for the last 12 months into this range.”
3. Confirm the cells are live-connected (refresh and watch them update) rather than a one-time paste — that’s the feature you’re paying for.
4. Ask the AI to show the query behind the range so you can verify the plan/date logic before anyone models on top of it.