For Finance
Nail the numbers. In real-time.
ARR, pipeline, conversion in a single place—so you can back each strategic decision with numbers no one questions. Powered by live data from Stripe, Salesforce, HubSpot, and more.
For Finance
ARR, pipeline, conversion in a single place—so you can back each strategic decision with numbers no one questions. Powered by live data from Stripe, Salesforce, HubSpot, and more.
All your GTM data synced and cleaned in a Snowflake instance we run for you.
A BI tool that's also a spreadsheet—there’s no limit to what questions you can answer.
Transform spreadsheets into live, shareable dashboards. Skip rebuilding elsewhere.
ARR Overview
Stripe, Salesforce, HubSpot
Sales Daily Tracking
Salesforce, HubSpot
Cohorted Retention
Stripe, Salesforce, HubSpot
Sales Overview
Salesforce, HubSpot
Pipeline Forecast
Salesforce, HubSpot
We can join across CRM, billing, and more, to solve any reporting challenge.
We patch legacy data issues during onboarding, and give you tools to manage going forward.
We tailor the logic for how overages are attributed (or not) to ARR—depending on what’s right for your business.
We report ARR in a base currency, converting using current exchange rates for consistency.
We can cut any view by product line, while also delivering a roll up of the entire business.
We can model any logic you need in SQL transformations, that live in our warehouse.
“Getting ARR from 0 to 97% is somewhat easy - getting from 97 to 100% is extremely hard. That's where Equals was super valuable.”
Read case study →
Ibrahim Cisse
VP of Finance, Descript
“We evaluated Equals against a bunch of vendors but nobody was as accurate in ARR reporting. That and the ease of dashboards made it a no-brainer.”
Rohit Divate
Head of Finance & Ops, Sprig
“Equals automatically sends an ARR and business update to our entire team every week. It gives every person in the company the information they need.”
Kirsten Witunski
Senior Analyst, Superhuman
Skip manual updates and work from live, trusted numbers every day.
To connect Stripe data to our spreadsheet, simply authenticate your Stripe account in Equals. We handle the syncing and warehousing automatically—no CSV exports needed. You’ll see every charge, subscription, and refund directly in your spreadsheet, ready for real-time analysis.
Equals includes a data warehouse that can handle data of any scale, and that incorporates your nuanced business logic. This means your spreadsheets are always simple, fast, and robust.
Equals typically replaces your spreadsheet, rather than your BI tool. But some customers find Equals, with its live data and dashboarding, is sufficient for their BI needs as well.
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.
Yes. Our Equals Experts team can implement ARR reporting for a range of other platforms, including (but not limited to) Hubspot and Salesforce and billing providers like Paddle, Maxio, and Sequence.
It’s common for Stripe to differ from your contractual agreements—maybe a customer’s service started a month before they were invoiced, or maybe there was a discount that shouldn’t count against ARR. Equals includes tools for finding and correcting incorrect invoice data, allowing you to adjust period start, period end, and amount.
Far from it. We automate data syncing from Stripe so you never import CSVs. Plus, you can set up custom formulas, triggers, and Slack updates in a fraction of the time it takes to wrestle with rigid dashboards. You get the speed of automation with the adaptability of spreadsheets.
Absolutely. Our templates are fully editable spreadsheets: you can customize formulas, add new visualizations, or incorporate additional data. If you need deeper help, our experts are available to tailor everything to the specifics of your business.
Yes! Equals is a full-featured spreadsheet. You can build your own analyses of your Stripe data, or you can connect to other datasources like Salesforce, Hubspot, or your SQL database. Many of our customers report on all of their metrics from Equals, not just subscription data.