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About Equals

Equals is a fully featured spreadsheet designed for teams that need more than traditional spreadsheets offer. It combines standard spreadsheet functions with advanced capabilities like SQL querying, real-time collaboration, and data connectors to external databases. Users can generate formulas, write and execute SQL queries, summarize data, and build dashboards—all within a single interface. The tool includes over 100 built-in formulas, charting options, calculated columns, and Alt-mode shortcuts to streamline workflows. Version history and scheduled queries ensure data integrity and automation, while AI Assist helps generate formulas, write SQL, and summarize data efficiently. Equals is positioned as the only spreadsheet with built-in connections to any database, versioning, and collaboration features, making it suitable for both technical and non-technical users who need to work with data dynamically and collaboratively.

Key features

  • Real-time collaboration for team-based data work
  • 100+ built-in formulas and charting capabilities
  • SQL editor and query builder for database interactions
  • Data connectors to integrate with external databases
  • Calculated columns and Alt-mode shortcuts for efficiency
  • Version history and scheduled queries for automation
  • AI Assist for generating formulas, SQL, and summaries
  • Dashboards for visualizing and presenting data
  • Import scripts and saved queries for reuse
  • Query builder join for complex data relationships

Use cases

  • Building collaborative financial models with live data connections
  • Automating SQL-based reporting and data analysis for teams
  • Creating interactive dashboards for business insights

Pros

  • Combines spreadsheet functionality with SQL querying and real-time collaboration
  • Serves as a single source of truth with version history and approval workflows
  • Supports direct data connections to external databases and CRMs
  • Includes AI Assist for generating formulas, SQL queries, and data summaries
  • Enables deployment of live dashboards and reports across tools like Slack, Notion, and Coda

Cons

  • May require a learning curve for users unfamiliar with SQL or advanced spreadsheet features
  • Limited offline functionality compared to traditional spreadsheets
  • Dependency on external data connectors for real-time updates

Frequently asked questions about Equals

What is Equals and who is it designed for?

Equals is a modern spreadsheet designed for teams that need more than traditional spreadsheets offer. It is suitable for both technical and non-technical users who work with data dynamically and collaboratively, such as RevOps analysts, founders, and heads of operations.

How does Equals ensure data accuracy and consistency?

Equals functions as a single source of truth where the same question yields the same answer for the entire team. It includes version history, approval workflows, and AI-driven validation to maintain data integrity.

Can Equals connect to external databases and tools?

Yes, Equals supports direct data connectors to external databases and CRMs, allowing users to pull, analyze, and push data seamlessly. It also enables embedding live charts and tables into tools like Notion, Coda, or Slack.

What kind of AI features does Equals offer?

Equals includes AI Assist, which helps generate formulas, write SQL queries, summarize data, and answer follow-up questions based on trusted spreadsheet logic. This streamlines workflows and reduces manual effort.

How does Equals handle collaboration and sharing?

Equals supports real-time collaboration, scheduled updates via Slack or email, and approval workflows. Teams can build, iterate, and deploy workbooks that serve as living documents rather than static artifacts.

What are some typical use cases for Equals?

Equals is commonly used to build revenue dashboards, analyze customer health and margins, track sales pipeline performance, and create operational models. It is particularly useful for GTM meetings, RevOps workflows, and data-driven decision-making.

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