Business Intelligence

The simpler approach, for when traditional BI is just too much

Analyze, visualize, and explore live data in a familiar spreadsheet, powered by your data warehouse. Build real-time dashboards and push metrics to Slack or email.

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Equals is a spreadsheet with live-data connections to Snowflake, BigQuery, Postgres, and more. This is how we do BI.

1

Skip learning a new tool, you already know this one.
Query, analyze, visualize—all in a familiar spreadsheet interface, powered by live data from your warehouse.

Query right from your sheet. Use SQL or our query builder to pull live data. Then get to work.

A screenshot of a spreadsheet with a SQL query

Aggregate in just a few clicks. Summarize your data with easy-to-use pivot tables, or go deep with formulas.

A screenshot of a spreadsheet with a pivot table and the pivot table editor
A stacked column chart breaking down ARR into gross new, expansion, restart, churn, and contraction
2

Craft beautiful dashboards in a handful of clicks.
Turn any spreadsheet into a beautiful, shareable, filterable, and up-to-date dashboard. Deliver the latest to Slack or email every day.

A screenshot of a customer health spreadsheet
A screenshot of a customer health dashboard

Doc-like builder

Turn spreadsheets into dashboards with charts, cells, tables, and more.

Filters

Change the data displayed in a dashboard's charts and tables.

AI summaries

Auto-generate text summaries of charts and tables with AI Assist.

Scheduled delivery

Push your dashboard to Slack and email–weekly, daily or hourly.

Embeds

Place your dashboards on any page with a simple HTML snippet.

Permissions

Restrict access to specific people or allow anyone with a link to view.

3

Get help from those who’ve done it before.
Unsure how to report on engagement? Or how to set up a cohort analysis? Something else? Our team of analytics experts are on-call.

A headshot of Chris Burgner

Chris Burgner

12+ years of experience, most recently as a Director of Finance at Intercom.

A headshot of Sam Rasmussen

Sam Rasmussen

12+ years of analytics experience at Stripe, Atlassian, and Box.

A headshot of Keegan Bruns

Keegan Bruns

9+ years of analytics engineering experience, most recently at Dyson.

It’s BI without the headache.
Your team (and your budget) will thank you.

“Equals is where I do all of my analysis. It gives me back at least an hour or two every week. You’ll never get my hands off of this product.

Read case study
Nicolas Malianni's headshot

Nicolas Malianni
Head of Accounting, Notion

“Equals was virtually zero effort to set up. It would have taken a few engineers, 6 months, and over six figures to build something similar.

Read case study
Bruno Haag's headshot

Bruno Haag
VP of Product, Komi

“We’ve never seen the team engage with data like they have in Equals. With all our support metrics in a spreadsheet it’s easy for anyone to dive in.”

Leanne Harte's headshot

Leanne Harte
Senior Manager, Intercom

Everyone can do data exploration in spreadsheets – you don't need SQL for 99% of the tasks. But it's there if you need it.”

Jean-Michel Lemieux's headshot

Jean-Michel Lemieux
Former CTO, Shopify

4.9 out of 5

Read G2 reviews

Upgrade your BI to simple

Connect your warehouse. Start building analyses and dashboards in minutes.

Frequently asked questions

Many teams use Equals to streamline tasks typically done in BI platforms: pulling data from Snowflake or BigQuery, building dashboards, sharing insights. Because Equals is a connected spreadsheet, you can explore data in real time without rigid data models or specialized training. For many teams, that’s enough to replace traditional BI altogether.

No. If you know spreadsheets, you already know Equals. You can build queries using our simple query builder—SQL is optional. That said, if you want to write SQL, Equals supports it, making it easy for data-savvy users to dive deeper.

Equals is purpose built for live data—no extra connectors or scripts required. You can query your warehouse visually or with SQL, in just a few clicks. And you can turn any spreadsheet into a beautiful live dashboard. Many users find this a simpler and richer alternative to Power Query or Google Sheets and Big Query.

Snowflake, BigQuery, Redshift, Dremio, Postgres, MySQL, and SQL Server.

Equals has connectors for Stripe, Salesforce, Hubspot, and more. You can use an Import Script to ping any API in Javascript or Python, with the output written to the current sheet.

Learn more about Subscription Analytics (Stripe) or CRM Analytics.

Absolutely. Equals has built in support for subscription analytics (like ARR, MRR, churn) or CRM analytics (like leads, opportunities, pipeline). You can even combine data from multiple sources—Stripe, Salesforce, HubSpot, and more—into a single spreadsheet.

Learn more about Subscription Analytics or CRM Analytics.

Yes. We provide a library of “CFO-grade” templates, including ARR, SaaS metrics, and cohort analyses. Because Equals is a real spreadsheet, you can easily customize formulas and visuals to match your exact business logic.

Learn more about Subscription Analytics or CRM Analytics.

Data security is a top priority. We’re SOC 2 Type II certified. All data is encrypted at rest, and any credentials you provide are locked down with restricted access. Our team brings years of engineering experience from companies like Meta, Amazon, Google, and Intercom—so you can trust we’ve built Equals with security and reliability at its core. Additionally, you can restrict access to specific dashboards or spreadsheets, making sure your data is only shared with the right people.

Our Experts team is here to help—whether you need a custom cohort analysis or a complex product analytics model. Just let us know what you’re looking to build, and we’ll tailor Equals to your needs.