Equals
Equals is a next-generation spreadsheet that connects directly to your live data sources, allowing you to build automated reports and models without manual CSV exports or complex SQL knowledge.
MoneySoft
MoneySoft provides specialized software tools for business valuation, financial forecasting, and acquisition analysis to help you perform professional-grade financial analysis and reporting with precision and speed.
Quick Comparison
| Feature | Equals | MoneySoft |
|---|---|---|
| Website | equals.com | moneysoft.com |
| Pricing Model | Subscription | One_time |
| Starting Price | $39/month | $99/month |
| FREE Trial | ✓ 14 days free trial | ✓ 0 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2021 | 1991 |
| Headquarters | New York, USA | Phoenix, USA |
Overview
Equals
Equals is a modern spreadsheet designed to replace the manual work of downloading CSVs and updating stale models. You can connect it directly to your databases, warehouses, and SaaS tools like Stripe, Salesforce, or HubSpot. This allows you to pull live data into a familiar Excel-like interface where you can perform analysis using the formulas and shortcuts you already know.
You can automate your entire reporting workflow by scheduling data refreshes and sending automated updates to Slack or email. It bridges the gap between technical data tools and traditional spreadsheets, making it easier for finance, operations, and growth teams to maintain a single source of truth. Whether you are building a real-time executive dashboard or a complex financial model, you can do it all within a collaborative, cloud-based environment.
MoneySoft
MoneySoft provides a suite of specialized tools designed to help you tackle complex business valuations, financial forecasting, and merger and acquisition analysis. Whether you are a professional appraiser, a CPA, or a business broker, you can use these platforms to transform raw financial data into structured, professional reports. The software guides you through standardized methodologies, ensuring your calculations remain consistent and defensible during audits or negotiations.
You can build detailed long-term projections, perform 'what-if' sensitivity analysis, and determine the fair market value of a business using industry-standard approaches. By automating the data entry and report generation process, MoneySoft allows you to focus on high-level strategy rather than manual spreadsheet formulas. It is built for professionals who need a reliable, desktop-based solution for high-stakes financial decision-making and client deliverables.
Overview
Equals Features
- Live Data Connectors Connect directly to your database or CRM to pull live data into your spreadsheet without ever downloading a CSV again.
- SQL Editor Write SQL queries directly within your spreadsheet cells to pull specific datasets or use the visual query builder if you prefer.
- Automated Reporting Schedule your data to refresh automatically and send recurring snapshots of your work to Slack, email, or slide decks.
- Formula Compatibility Use all the standard Excel and Google Sheets formulas you already know so there is no new syntax to learn.
- Version Control Track every change made to your models and revert to previous versions easily, ensuring your data remains accurate and auditable.
- Command Palette Navigate your entire workbook and execute complex actions quickly using keyboard shortcuts designed for power users and analysts.
MoneySoft Features
- Business Valuation. Calculate business value using multiple methods like discounted cash flow and market multiples to produce defensible valuation reports.
- Financial Forecasting. Create detailed monthly or annual financial projections and perform sensitivity analysis to see how different scenarios impact your bottom line.
- M&A Analysis. Analyze potential acquisitions by evaluating deal structures, financing options, and the post-merger impact on your cash flow and ROI.
- Professional Reporting. Generate comprehensive, customizable reports in Word or PDF format that clearly communicate complex financial findings to your clients.
- Data Import Utility. Save hours of manual entry by importing financial statements directly from Excel or accounting software into your analysis templates.
- Fixed Asset Tracking. Manage and depreciate your company assets accurately within your financial models to ensure your balance sheets remain up to date.
Pricing Comparison
Equals Pricing
- 1 Editor seat
- Unlimited Viewers
- Unlimited data connections
- Scheduled data refreshes
- Slack & Email integrations
- Standard support
- Everything in Personal, plus:
- Up to 5 Editor seats
- Shared team folders
- Advanced SQL console
- Priority support
- Custom branding for reports
MoneySoft Pricing
- Complete asset management
- Standard depreciation methods
- Tax and book reporting
- Data import capabilities
- Technical support included
- Full business valuation suite
- Standardized report writer
- Historical analysis tools
- Market data integration
- Multi-year projection engine
Pros & Cons
Equals
Pros
- Eliminates manual CSV exports and data cleaning
- Familiar spreadsheet interface requires zero retraining
- Direct database connections are reliable and fast
- Automated Slack updates keep teams informed effortlessly
Cons
- Higher starting price than basic spreadsheets
- Requires some SQL knowledge for complex queries
- Mobile experience is limited compared to desktop
MoneySoft
Pros
- Highly structured templates ensure consistency across reports
- Significant time savings compared to building manual spreadsheets
- Professional report output is ready for client delivery
- Reliable calculations based on established valuation methodologies
Cons
- Interface feels dated compared to modern web apps
- Steep learning curve for those new to valuation
- Desktop-based installation limits remote collaboration features