Equals

🙅♀️ Sequence Collect is now officially oversubscribed (and we've still got 3 weeks to go!) The invite-only AI summit for the sharpest Finance and RevOps leaders in B2B SaaS, Fintech and AI. We'll be diving deep into the modern CFO tech stack, agentic workflows in financial operations, and how modern finance teams are scaling from $1-$10-$100m ARR with fractional support + AI. We have an incredible speaker lineup including Ivan Makarov and Seema Amble from Andreessen Horowitz, Ben McRedmond from Equals, Alok Goel from Drivetrain, Michelle Valentine from Anrok, Nicolas Kopp from Rillet, Ibrahim Cisse from Descript, Calvin Cupino from Pylon, Joe Morrissey (ex-Segment), Connor Nowinski from 11x, Harrison Tracy from Attention, Joshua Borin from Sardine, Kai Mak from Together AI, Patrick Souris, CPA from Pave, Steve Sidhu from Clay, Mohit Bijlani from incident.io and many more. Link in the comments below ⬇️

When you connect to a datastore like Salesforce or HubSpot, you’re often met with a highly normalized schema: hundreds of columns, scattered across dozens of tables. It’s overwhelming, and just figuring out where to start can be a real barrier. Our team has spent countless hours helping customers cut through that complexity, guiding them to the right columns, showing how to join across tables, and building useful reports. This release turns all of that learning into product. Now, when you pull in something like the Salesforce Opportunities object, you won’t be blasted with every possible column. Instead, you’ll see a curated set of what really matters. We’ll also automatically bring in key fields from related tables, alias them clearly, and make adding additional relationships a one-click experience. You can build sophisticated joins without ever needing to know what a join is. It’s an iceberg feature: most people will never notice the complexity beneath the surface, because it just works - it just gives you the most useful information you’d expect. But behind the scenes, it represents deep thinking from across the team at Equals and a foundation we’re excited to extend to other datastores soon. If you’re using Salesforce or HubSpot with Equals, give it a try and let us know what you think. https://lnkd.in/e79pAQWu

At Lock 8 Partners, we invest in and operate stable, high-potential SaaS and tech enabled services businesses. Having consistent and reliable metrics across our Portfolio Companies is key for our success.   We chose Equals to establish a single pane of glass for Lock 8 and our PortCos, allowing both us and the leadership teams to make data-driven decisions while speaking the same language.   Equals stood out by making everyone's life easier, allowing lean teams to setup connections, transform and visualize data quickly and with minimal training required - so teams can focus less on building dashboards and more on creating lasting success. 

Getting clear visibility into how your product is being used — across customers and your own team — can be surprisingly hard. At Quanta, we’re building the future of accounting, and part of that is deeply understanding how our own product is delivering value. We partnered with the team at Equals to stand up fast, flexible reporting on top of our internal product data. In just a few weeks, they helped us: 1️⃣ Build reporting that shows how different customers are using our product 2️⃣ Track activity across our internal teams to better understand adoption and workflows 3️⃣ Set up daily dashboards so we can stay on top of trends as they happen And implemented everything for us, end to end!! If you’re trying to make product data more actionable (without turning it into a data engineering project), I’d highly recommend checking out Equals.

I still remember the day I was scrolling through my LinkedIn feed and came across a video of Bobby Pinero building a dashboard in just a few minutes. He was walking through how this spreadsheet-native environment allowed him to move incredibly fast, pulling in data, visualizing it, and building dashboards all within a familiar interface. I was immediately intrigued. At 4M, one of our biggest challenges was presenting real-time, online data in a centralized and contextual way, data that could be shared internally with management or externally with investors. At the time, I was also running ad-hoc analyses across multiple tools like spreadsheets, Salesforce, and NetSuite every time I wanted to dig into metrics. I often felt stuck. Tools like Tableau had a steep learning curve, and I constantly had to rely on a BI teammate just to build or modify dashboards. And of course, every time we reviewed the data, more questions would arise, questions that required another round of BI support to investigate. Equals completely changed how I work. Since implementing Equals, we’ve: ✔️ Built dashboards that integrate Salesforce, NetSuite, and our operational models in one place ✔️ Replaced tools like Tableau with a tool that’s intuitive for spreadsheet-native users ✔️ Delivered real-time board reporting, no BI bottlenecks, no static PDFs Gained visibility into sales activity, attainment, and targets, all without writing a single line of code But more than just features, Equals has become a system we can build around. It’s helped us move faster, stay aligned, and surface the right insights to the right people at the right time. #startup #reporting #operations #finance #Equals

Collect speaker spotlight | Ben McRedmond, CEO & Co-Founder at Equals After building and scaling the growth team and self-serve business at Intercom, Ben McRedmond co-founded Equals. They've built the all-in-one GTM analytics platform for modern finance and revops teams, and they're documenting every step of the process on LinkedIn along the way (if you're not already following Ben and Bobby Pinero, you're missing out). Ben will be joining our panel on 'The Future of Finance Automation', one of the most followed topics on the docket, where he will be joined by Michelle Valentine from Anrok, Nicolas Kopp from Rillet and Sequence CEO, Riya Grover. ICYMI - the Sequence x Equals partnership has been a powerful example of organic traction from two leading CFO suite platforms, and we've seen rapid adoption from both Equals and Sequence customers since kicking off earlier this year. Take a look at our unified demo below and request an invite to Collect in the comments below 👇

ARR reporting at an early stage company is deceptively hard... The manual approach works… right up until your business gets interesting. For the first 2 years at Pocus, we tracked ARR with a spreadsheet and HubSpot – initially it worked great. Simple setup, fast answers. But then deal velocity accelerated... And we added multiple seat types, services, time periods, and billing structures… And all of the sudden seemingly simple analyses (i.e. revenue by seat type) were not possible without spending hours reconciling data. I’d already been using Equals as my go-to analytics tool, so naturally I turned to them as the experts in ARR reporting. In just a couple of days, they were able to build a fully automated ARR data model, including dashboards that updated automatically. It was a huge unlock. And the best part is because Equals is just a spreadsheet - there was no learning curve. I could own and build on top of their foundation immediately. If you’re still stitching together revenue manually – or manually copying data from SQL exports into a spreadsheet for analysis  – check them out! It's the spreadsheet I always dreamed of 😂. Genuinely one of my favorite tools and their team is incredible (s/o Chris Burgner, Abbey Lauren Minondo)

pumped to share that i've joined Equals! the team here is exceptional — a rare blend of hunger, maturity, and craft. it's a unicorn combination of wildly ambitious, yet deeply thoughtful builders. and we're building a product customers LOVE. spreadsheets are where work happens — until you need live data. then they break. we fixed that. Equals is the spreadsheet, reimagined: live data connections, real-time updates, and shareable dashboards. customers are saving 10+ hours per week, replacing entire analytics workflows, and running board meetings directly from Equals. three things i've heard this month:  • "Equals is the best thing in my job"  • "it's become essential for business operations — CEO and leadership team rely on it for quick updates"  • "implementation took ~2 weeks vs. 6 months with our previous Looker setup" & 𝘄𝗲'𝗿𝗲 𝗵𝗶𝗿𝗶𝗻𝗴 𝗺𝘂𝗹𝘁𝗶𝗽𝗹𝗲 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗲𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝘀 𝗶𝗻 𝗼𝘂𝗿 𝗡𝗬𝗖 𝗼𝗳𝗳𝗶𝗰𝗲! in particular, i'd love to work with folks who thrive on complexity & ambiguous problems, have a desire to own projects end-to-end and obsess over quality + performance. JD in the comments. if any of that excites you, please reach out. or if you know of anyone who might be a good fit, please send me a DM with their info. 🤜🤛

One of the first things Brenden Song and I did after joining Expo was bring in Equals. We needed a real pulse on the business. What was working, where there were leaks in the funnel, and how fast we were growing. Stripe, usage data, CRM. The basics, but joined up and right. Before we could scale, we had to align on what mattered. We phased our dashboarding across board metrics, marketing, revenue, and product usage. That foundation let every team work from the same set of numbers and understand how their work contributed to growth. It also forced the hard conversations early — what do we believe drives value, and how are we tracking it? We looked at a few traditional BI tools, but the investment and ongoing maintenance felt heavy for where we were as a company. We needed something that could give us answers fast. #Equals had live dashboards up within hours. Then they helped us: ✅ Build forecast models directly in the spreadsheet ✅ Track ARR by product, segment, and plan, and now by sales-led vs self-serve ✅ Get visibility into the top of the funnel ✅ Join up Stripe, CRM, and usage data ✅ Start building a PLG versus sales-led view of the business ✅ Establish Sales dashboards that will scale for the next 3 years   This work shaped some of our most important early calls: • How to price and package our plans • Where to place bets like Workflows, Hosting, and AI • What kind of GTM team we needed and when to scale it Equals was a great partner. Their team gave us guidance, shared benchmarks from other SaaS companies at a similar stage, and helped us build views we could actually run the business on. Thank you to Chris Burgner Sam Rasmussen and Ben McRedmond. Our GTM leaders now review our Equals data every Friday at 9 a.m., and it's hands down the best meeting in the company. If you're scaling GTM or making fast decisions from messy data, Equals is worth your time. I'd be happy to show anyone what we built.

🚨𝗖𝗙𝗢-𝗧𝗲𝗰𝗵 𝗯𝗿𝗲𝗮𝗸𝗶𝗻𝗴 𝗻𝗲𝘄𝘀 Stripe processes your SaaS payments. Equals brings clarity to every dollar. At Plannix, we needed to better understand our revenue - fast. Between multiple billing models, the nuances of ARR reporting, and the challenge of making sense of fragmented data, we needed more than just another dashboard in Google Sheets. We needed real visibility. That’s where #Equals came in. ✅ Built our comprehensive ARR waterfall leveraging Stripe data ✅ Engineered an elegant solution to bring in financial data that sits outside of Stripe ✅ Added filters to the unified ARR waterfall to track revenue by product, plan, and billing method ✅ Shipped a finished product that perfectly aligns with how manage the business internally, down to the last detail But the best part? ☑️ 𝗧𝗵𝗲 𝘁𝗲𝗮𝗺 𝗮𝘁 𝗘𝗾𝘂𝗮𝗹𝘀 𝗮𝗰𝘁𝗲𝗱 𝗹𝗶𝗸𝗲 𝘁𝗿𝘂𝗲 𝗽𝗮𝗿𝘁𝗻𝗲𝗿𝘀. They took the time to understand how our business works, helped configure reporting around it, and made sure everything was accurate. We felt like having an FP&A lead in-house. They took time to understand our business model, mapped reporting to our internal metrics, and made sure every number aligned — all the way through to investor reporting. We now have a single source of truth for revenue - and the confidence to use it across analytics, board decks, and forecasting. Luca Lixi, Gabriele Concli and all of us at Plannix couldn't be happier! 💡 “𝗡𝗼𝘁 𝗮𝗹𝗹 𝘁𝗼𝗼𝗹𝘀 𝗮𝗿𝗲 𝗰𝗿𝗲𝗮𝘁𝗲𝗱 𝗘𝗾𝘂𝗮𝗹𝘀.” If you're scaling a fintech, subscription, or multi-product business and struggling with Stripe data, fragmented ARR, or unscalable Excel models - Equals is worth a serious look. Feel free to DM me if you want a warm intro to the team. #CFO #Finance #Fintech #CFOtech #Plannix #Stripe #Equals #Analytics #startup #StartupFinance #SaaS #SaaSFinance