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AI Assist
Cloud-based AI SQL & formula assistant for SaaS teams
Table of Contents
AI Assist - 2026 Pricing, Features, Reviews & Alternatives
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Last updated: September 2026
AI Assist overview
What is AI Assist?
AI Assist is a cloud-based AI assistant built natively into the Equals spreadsheet workbook environment. Powered by OpenAI GPT-4 Turbo, it enables users to write, edit, explain, and fix SQL queries, spreadsheet formulas, and charts without leaving their workbook. Accessible via keyboard shortcut (Cmd+J on Mac, Ctrl+J on Windows) and integrated with the Command Bar (Cmd/Ctrl+K), it targets SaaS companies, finance teams, founders, and business analysts, with primary use cases spanning ARR reporting, sales funnel analysis, and SQL-based database reporting against tools such as Stripe, HubSpot, and Salesforce.
The assistant supports multi-turn, conversational interaction through follow-up prompts, allowing iterative refinement of queries, formulas, and charts without restarting from scratch. Automatic chat threading preserves prior sessions so users can resume previous conversations with full context intact. Proactive error detection scans active workbook elements and surfaces suggested fixes before issues compound. Context-aware prompt suggestions adapt to whichever query, formula, or chart element is currently active, reducing the cognitive load of constructing complex expressions from scratch.
AI Assist also generates AI-written executive summaries for dashboards, refreshed on a schedule, accelerating report preparation for stakeholders. The feature is included with all paid Equals plans and targets teams ranging from early-stage startups to mid-market companies. By lowering the technical barrier for SQL and formula authorship, it broadens reporting participation across teams with mixed technical skill levels.
Starting price
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AI Assist’s user interface
AI Assist's features
AI Assist support options
Typical customers
Platforms supported
Support options
Training options
AI Assist FAQs
AI Assist has the following typical customers:
Small Business, Mid-size Business, Large Enterprises
Q. What level of support does AI Assist offer?
AI Assist offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Chat