Key strengths
Connectivity & Sync Equals connects to 26+ sources across CRMs (Salesforce, HubSpot, Attio), billing (Stripe, Paddle, Sequence), product analytics (Google Analytics, Mixpanel, PostHog, Segment), ERP/accounting (NetSuite, QuickBooks, Xero), data warehouses (Snowflake, BigQuery, Redshift, Clickhouse, Dremio), databases (MySQL, Postgres, SQL Server), and support/collaboration tools (Intercom, Zendesk, Slack, Notion, Coda). Sync cadence varies by plan: 6-hour (Essential), 1-hour (Business), 15-minute (Enterprise).
Data Layer The calculation layer is spreadsheet-based with full formula and query traceability. A managed Snowflake warehouse is available as an alternative to bringing your own warehouse — no existing data stack required.
AI & Agents The built-in AI agent generates reports and answers business questions grounded exclusively in the platform's trusted data. MCP support allows external AI agents to connect to Equals data programmatically via the API.
Writeback CRM writeback is available on Business ($36k/yr) and Enterprise ($60k/yr) plans.
Auth & Access SSO is available on the Enterprise plan. All plans include unlimited seats.
Plans & Pricing
| Plan | Price | Connectors | Sync | AI Spend Included |
|---|---|---|---|---|
| Essential | $24,000/yr | 3 | 6 hr | $250/mo |
| Business | $36,000/yr | 5 or Warehouse | 1 hr | $500/mo |
| Enterprise | $60,000/yr | Unlimited or Warehouse | 15 min | $1,000/mo |
