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.
ValuSource
ValuSource provides a comprehensive suite of business valuation software and data designed to help financial professionals perform accurate, standardized, and defensible company appraisals and financial analyses.
Quick Comparison
| Feature | Equals | ValuSource |
|---|---|---|
| Website | equals.com | valusource.com |
| Pricing Model | Subscription | Subscription |
| Starting Price | $39/month | Custom Pricing |
| FREE Trial | ✓ 14 days free trial | ✘ No 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 | 1986 |
| Headquarters | New York, USA | Colorado Springs, 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.
ValuSource
ValuSource provides you with a specialized ecosystem for business valuation, offering both standalone applications and Excel-based tools. You can automate the most time-consuming parts of the appraisal process, from data gathering and financial analysis to final report generation. The platform integrates directly with major valuation databases, allowing you to pull essential market data without leaving your workflow.
Whether you are a CPA, a professional appraiser, or an investment banker, you can use these tools to ensure your valuations are consistent and mathematically sound. The software guides you through standardized methodologies, helping you produce professional reports that stand up to scrutiny from the IRS or in litigation scenarios. It effectively bridges the gap between raw financial data and polished, defensible valuation conclusions.
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.
ValuSource Features
- Excel-Based Integration. Perform your valuations within the familiar environment of Excel while using pre-built, protected formulas to ensure calculation accuracy.
- Automated Report Writer. Generate comprehensive, professional valuation reports in Word that automatically update when your underlying financial data changes.
- Integrated Data Access. Access essential valuation databases like BIZCOMPS and Pratt’s Stats directly through the software to streamline your market research.
- Standardized Methodologies. Follow established valuation approaches including asset, income, and market methods to ensure your work meets professional standards.
- Financial Benchmarking. Compare your subject company against industry peers using integrated RMA and IRS corporate banking data for better context.
- Quality Control Checks. Utilize built-in diagnostic tools to catch mathematical errors and inconsistencies before you finalize your valuation report.
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
ValuSource Pricing
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
ValuSource
Pros
- Deep integration with Microsoft Excel for flexible analysis
- Significant time savings on report writing and formatting
- Direct access to high-quality industry benchmarking data
- Standardized templates reduce the risk of calculation errors
Cons
- Initial learning curve for complex reporting features
- Pricing can be high for occasional valuation users
- Interface feels dated compared to modern web apps