Case Study: DeepScribe achieves faster, more accurate financial reporting with Equals

DeepScribe cuts month-end reconciliation from 7 days to under 1 day with Equals

DeepScribe, an AI-powered platform for clinical documentation, faced a challenge in managing key financial metrics across disconnected systems like HubSpot, Redshift, and QuickBooks. Their manual, error-prone reporting processes in Google Sheets made it nearly impossible to track real-time changes to Annual Recurring Revenue (ARR) and build cohesive dashboards, hindering executive decision-making.

By implementing Equals, DeepScribe was able to use SQL to query multiple data sources directly within a spreadsheet, replacing their manual workflows with automated reporting. This solution from Equals cut their month-end reconciliation process from over a week to under a single day. The team now has accurate, trusted dashboards for ARR reporting and cohort analysis, enabling confident, data-driven decisions across the company.

DeepScribe