N
NEquals vs Thomson Reuters Checkpoint Edge
Pricing, features, platforms and who each one suits — side by side.
E
Choose Equals if…
- you want to trial it before paying
- you work on Slack
- you're in its core audience: finance teams, revenue operations
T
Choose Thomson Reuters Checkpoint Edge if…
- you need an API to build on
- you're in its core audience: tax professionals, small and mid-market cpa firms
Side by side
Feature Equals Thomson Reuters Checkpoint Edge
Pricing modelFree trialContact for pricing
Starting price$2000/mo—
Free plan
Free trial
API
Open source
Data retention—Per enterprise records retention schedule, varies by Service and record type
Formula generation—
Live data connectors—
Shareable dashboards—
PlatformsWeb, SlackWeb
CategorySpreadsheetsFinance & Accounting
Rank in its category—#3 of 10
CompanyEquals Technologies, Inc.Thomson Reuters Corporation
Based in—Canada
Founded—2008
Part of—The Woodbridge Company
What you'd pay
The cheapest plan that fits, per month, billed yearly where the plan offers it.
| Team size | Equals | Thomson Reuters Checkpoint Edge |
|---|---|---|
| 1 person | $3,000 Business | no published plan |
| 5 people | $3,000 Business | no published plan |
| 20 people | $3,000 Business | no published plan |
Key features
E Equals
- Managed Snowflake warehouse with synced source data
- Salesforce connector with CRM writeback
- Natural-language answers that show formulas and source queries
- Pre-built ARR, NRR, pipeline and forecast dashboards
- Scheduled metric updates to Slack or email
- Live charts and tables embedded in Notion or Coda
- MCP connection for external AI agents
T Thomson Reuters Checkpoint Edge
- AI tax answers grounded in Checkpoint content
- Citations showing the source of each answer
- Document upload and summarization
- Shared workspaces for team collaboration
- Workflow automation for everyday tax tasks
- Tax and accounting APIs through the Thomson Reuters developer portal
Plans and prices
From each vendor's site. Prices change — confirm before buying.
Equals
Essential$24k/year
Business$36k/year
Enterprise$60k/year
Thomson Reuters Checkpoint Edge
CoCounsel Tax EssentialsCustom
Strengths and limitations
Equals
- Every plan includes unlimited seats
- AI answers show the formulas and source queries behind them
- Includes a managed warehouse, so no separate data stack is needed
- Free trial tailored to each customer
- Plans start at $24k per year
- AI usage beyond the included monthly spend is billed separately
- Writeback and SSO are only on the higher plans
- Additional connectors cost $199–$699/mo each
Thomson Reuters Checkpoint Edge
- Answers come with citations to authoritative Checkpoint content
- The Essentials plan is designed for firm-wide use
- Users can be upgraded as firm needs grow
- No prices published; pricing requires contacting sales
- Essentials is capped at 20 citation-backed answers per user per week
- Checkpoint Edge is not listed among the products offering free trials or demos
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Facts from each vendor's public pages, prices checked Oct 26, 2026. Editorial policy