
Business workbooks with AI analysis for revenue, sales and operations reporting
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1 / 8Equals is a spreadsheet-style platform for revenue, sales and operational reporting, combining business workbooks, a managed data warehouse and AI-assisted analysis. Reports are built from reusable calculations that teams can inspect, and each figure can be traced back to its formula, query and source records. Those workbooks can feed dashboards and answers to business questions. Equals can send scheduled Slack or email reports, update CRM records and embed live charts in tools such as Notion. It pulls live data from Stripe, Salesforce, HubSpot and SQL databases, and its warehouse uses Snowflake to organize go-to-market data.
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