Equals vs Sourcetable (2026): which should you pick?

Pick Equals if

• Fits if you are a company that reports from NetSuite or Salesforce data every week
• Makes sense if the finance team wants a spreadsheet rather than a separate dashboard tool

Look elsewhere if

• Pricey if you are a small team or a person, as the cheapest plan is $24,000 a year
• Not for you if you want to try it alone, since every plan is bought through a demo
• Tight if you have many data sources, because the entry plan allows 3 connectors with a 6-hour refresh
• Watch out: AI use above the included monthly spend is billed by usage
• Watch out: browser only, with no desktop or phone app listed

Pick Sourcetable if

• Fits if you want answers from a database or SaaS data without writing SQL
• Works for finance or market research that pulls live numbers into a sheet

Look elsewhere if

• Pricey if you want Python, the SQL editor or Deep Research, which need Pro at $29 a user a month
• Tight if you're staying free, with 50 AI credits a month and message limits on the assistant
• Skip it if you work from a phone, where it's viewing and quick edits only, with no apps
• Watch out: the pricing page says Pro is $29 a month and the FAQ says $20, and only monthly prices are listed
• Watch out: credits run out, and extra ones come in one-time packs from $10

Equals

• Pricing starts at $24,000 a year and every plan is bought through a demo; there is no self-serve or free plan.
• Each plan limits connectors (3, 5 or unlimited), and refresh speed (6 hours, 1 hour or 15 minutes) rises with the tier.
• AI use beyond the included monthly spend is billed by usage.
• Browser-based only; no desktop or mobile apps are listed.

Sourcetable

• AI use is metered in credits: 50 a month on the free Regular plan, 2,000 on Pro and 6,000 on Max, with extra credits sold in one-time packs from $10.
• Deep Research, premium AI models, the Python toolkit and the SQL editor need the Pro plan.
• It runs in the browser only; on phones the vendor describes viewing workbooks and quick edits rather than the full experience.
• The pricing page lists monthly prices only, and the vendor's FAQ page quotes a different Pro price ($20 a month).

Equals

Spreadsheet on live data

A spreadsheet connected directly to sources such as billing, CRM, accounting and warehouse data, with scheduled refreshes.

Dashboards

Dashboards built on the same spreadsheet logic, which can be pushed on a schedule to Slack or email.

AI agent

An agent that builds reports and answers questions about the data. Each plan includes a monthly AI spend, then usage-based billing.

Writeback

Pushes corrected or calculated values from the spreadsheet back into a CRM. Included from the Business plan.

Infinity

Works with large data sets without row limits. Included from the Business plan.

Forward deployed analyst

A named analyst builds the first reports during setup. Extra implementation work is $5k per 10 hours.

Sourcetable

AI analyst in the spreadsheet

Ask a question in plain English and the AI answers it, writes formulas, builds pivots and cleans or transforms data. Manual control stays available through A1-style formulas.

Data connectors

Connects to databases and applications including PostgreSQL, MySQL, BigQuery, Supabase, Stripe, Notion, GA4 and Google Ads. The vendor counts more than 900 data sources.

Charts from a prompt

Describe a chart and it is built from the data. Visualizations can be downloaded as images or embedded as interactive widgets that update when the data changes.

Python and SQL

The Pro plan adds a Python and data science toolkit with libraries such as Pandas, NumPy and Scikit-learn, plus a SQL editor, query builder and query library.

Large files

Files of up to 10 GB are supported, with larger limits on request. Large files are processed server-side, and the vendor says files with over 1 million rows can be analyzed.

Sharing and version history

Workbooks are shared by email invite or link with view, edit or admin permissions and edited together in real time. Changes are saved automatically, with versions that can be restored.

Equals

• Essential$24k

  per year, unlimited seats

  3 connectors, 6-hour data sync and $250 a month of included AI spend. Sold through sales.

• Business$36k

  per year, unlimited seats

  5 connectors or a warehouse, hourly sync, $500 a month of AI spend, Writeback and Infinity. Sold through sales.

• Enterprise$60k

  per year, unlimited seats

  Unlimited connectors or warehouse, 15-minute sync, $1,000 a month of AI spend and SSO. Sold through sales.

Sourcetable

• Regular$0

  50 AI credits a month, the AI spreadsheet assistant with message limits, formulas, pivots, charts and access to data connectors.

• Pro$29

  per user / month

  2,000 credits a month, Deep Research, premium AI models, the Python and data science toolkit, and a SQL editor, query builder and library.

• Max$100

  per user / month

  6,000 credits a month, the highest model intelligence, advanced agent capabilities and unlimited AI messages, subject to abuse guardrails.

• EnterpriseCustom

  For teams of 15 or more seats: SAML single sign-on, bring-your-own-key encryption, role-based access control and a dedicated account manager.

Equals

No public discounts listed.

Sourcetable

• Education

  50% off Pro and Max for students and faculty

  The pricing FAQ says students and faculty receive a 50% discount on the Pro and Max plans by emailing support. Students are also asked to sign up with a university email.

• Nonprofit

  Discounted pricing for registered non-profits

  Sourcetable's FAQ says registered non-profit organizations can receive discounted pricing by contacting support with their documentation. The amount is not published.