Coefficient is a no-code spreadsheet automation platform that connects Google Sheets and Excel to 100+ business systems including Salesforce, HubSpot, QuickBooks, NetSuite, Snowflake, MySQL, Looker and more. It enables live data sync, automated refreshes, two-way data integration, and AI-powered insights without any coding required. Over 700,000 users trust Coefficient to automate their spreadsheet workflows.

How much does Coefficient cost?

Coefficient offers 4 pricing tiers: Free Plan (3 connectors, forever free), Starter Plan ($59/user/month for individual users), Pro Plan ($99/user/month for 5 users), and custom Enterprise pricing. All paid plans include a 30-day free trial. Our Free trial let's you leverage our Pro plan at no cost so you can test the product with every feature available.

Does Coefficient work with both Google Sheets and Excel?

Yes, Coefficient supports both Google Sheets and Microsoft Excel. You can install Coefficient from the Google Workspace Marketplace for Sheets or from Microsoft AppSource for Excel.

What is Coefficient's AI Sheets Assistant?

AI Sheets Assistant is Coefficient's AI-powered feature that helps you build formulas, create charts, generate pivot tables, and build entire dashboards using natural language commands in Google Sheets. Unlike generic AI assistants, it's context-aware and creates native Google Sheets objects that are live and editable. It understands your spreadsheet's layout and data structure to provide accurate, actionable results.

Which business systems does Coefficient integrate with?

Coefficient integrates with 100+ systems across multiple categories: CRMs (Salesforce, HubSpot), databases (MySQL, PostgreSQL, Snowflake), accounting software (QuickBooks, Xero, NetSuite), BI systems (Looker, Tableau), marketing platforms (Google Analytics, Facebook Ads), payment systems (Stripe), ecommerce (Shopify), and more. Popular integrations include Salesforce, HubSpot, QuickBooks, Google Analytics, Snowflake, Airtable, and Notion.

Can I export data back to my business systems with Coefficient?

Yes, Coefficient supports two-way data sync. You can not only import live data from your business systems but also export updated data back to them. Supported export actions include UPDATE (modify existing records), INSERT (create new records), UPSERT (update or insert), and DELETE operations. This works with systems like Salesforce, HubSpot, QuickBooks, Snowflake, and databases.

How does Coefficient's automated refresh work?

Coefficient allows you to schedule automatic data refreshes at intervals you choose: hourly (1, 2, 4, or 8 hours), daily, weekly, or monthly. Once scheduled, your spreadsheet data automatically updates from your connected systems without any manual work. You can also trigger manual refreshes anytime with an on-sheet button or through the sidebar.

Is there a free trial for Coefficient?

Yes, Coefficient offers a 30-day free trial of the Pro plan with full-featured access. Additionally, there's a completely free plan available forever that includes one data source connector, making it easy to get started with no credit card required. The free plan is perfect for individuals who want to automate a single data connection.

Blog - Coefficient

How to Export Xero Data from Multiple Accounts: A Comprehensive Guide

Looking to consolidate financial data from multiple Xero accounts? You’re not alone. Many face this challenge – and unfortunately, Xero doesn’t allow users to copy all of an...

How to Export Xero Repeating Invoices to Excel: Step-by-Step Guide

Are you struggling to import your Xero repeating invoices into Excel? You’re not alone. Many businesses face this challenge. But don’t worry—we’ve got you covered. This guide will...

How to Export Data from Xero? A Detailed Step-by-Step Walkthrough

Are you tired of manually pulling data from Xero for your financial reports? Struggling to keep your spreadsheets up-to-date with the latest numbers? You’re not alone. Many finance...

How to Connect Xero to HubSpot? Top Methods and Tutorials

Need to connect Xero to HubSpot? You’re in the right place. By linking Xero and HubSpot, you’ll sync financial data with customer information, enabling faster invoicing and more...

Best 5 Xero Reporting Tools in 2024: Supercharge Your Financial Insights

Xero’s built-in reporting capabilities are solid. But for many businesses, they’re just the starting point. Third-party Xero reporting tools take your financial analysis to the next level. They...

7 Best Xero Integrations in 2024: Boost Your Productivity

Xero’s ecosystem is vast. But which integrations truly deliver value? As a finance professional, you need tools that streamline processes and provide actionable insights. We’ve done the legwork....

6 Best QuickBooks Integrations in 2024 [With Feature Comparison]

QuickBooks is a powerhouse. But it’s not an island. Smart integrations transform it into a financial ecosystem. They supercharge your workflows. They sharpen your insights. They drive better...

Top 5 QuickBooks Reporting Tools in 2024 [with Feature Comparison]

QuickBooks is a powerhouse for small business accounting. But when it comes to reporting? It’s like trying to paint a masterpiece with crayons. You can do it, but...

How to Use Google Sheets as a CRM: Quick Guide (+ Free Template)

Want to manage your customer relationships without breaking the bank? Google Sheets might be your answer. According to Salesforce, Customer Relationship Management (CRM) applications can increase sales by...

How to Use Excel as a CRM: Full Tutorial (+ Free Template)

Want to manage customer relationships without spending a fortune? Excel might be the answer you’re looking for. This guide will show you how to turn a simple spreadsheet...

How to Connect Gong to Excel

Gong, the revenue intelligence platform, captures crucial insights from your sales calls. But what if you could bring that data directly into Microsoft Excel? By importing live Gong...

How to Connect Gong to Google Sheets

Gong captures invaluable insights from your sales conversations. But what if you could harness that data directly in Google Sheets? This Google Sheets integration enables sales teams to...

Blog