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 Use ChatGPT For Sales and RevOps

ChatGPT for sales is the ultimate tool to boost your team’s performance and streamline processes. By integrating ChatGPT into your sales workflow, you can create personalized customer experiences,...

How to Use ChatGPT for Finance

ChatGPT for finance is transforming the way financial teams handle data, make decisions, and drive results. By integrating this powerful AI tool into your finance workflows, you can...

How to Use ChatGPT for Marketing

ChatGPT for marketing is transforming how businesses create content, engage customers, and optimize their marketing efforts. In this guide, we’ll explore how ChatGPT can help you save time,...

How to Connect Paymo to Excel

Paymo is a leading project management software that enables businesses to manage their clients, projects, invoicing, and time tracking. By connecting Paymo to Excel using Coefficient, you can...

How to Connect Paymo to Google Sheets

Paymo is a powerful project management software that helps businesses manage their clients, projects, invoicing, and time tracking. By connecting Paymo to Google Sheets using Coefficient, you can...

How to Connect Trello to Google Sheets

Trello is a popular project management tool that helps teams organize tasks, collaborate on projects, and streamline workflows. By connecting Trello to Google Sheets using Coefficient, you can...

How to Connect Trello to Excel

Trello is a versatile project management tool that helps teams organize tasks, collaborate on projects, and optimize workflows. By connecting Trello to Microsoft Excel using Coefficient, you can...

How to Connect Smartsheet Excel

Smartsheet is a powerful tool for creating workflows, automations, and spreadsheets. By connecting Smartsheet to Microsoft Excel using Coefficient, you can seamlessly import your Smartsheet data for further...

How to Connect Smartsheet to Google Sheets

Smartsheet is a versatile tool for creating workflows, automations, and spreadsheets. By connecting Smartsheet to Google Sheets using Coefficient, you can easily import your Smartsheet data for further...

How to Connect Greenhouse to Google Sheets

Greenhouse is a popular recruitment and applicant tracking system that helps companies manage job openings, candidates, and the hiring process. By connecting Greenhouse to Google Sheets using Coefficient,...

How to Connect Greenhouse to Excel

Greenhouse is a versatile applicant tracking system that helps companies manage job openings, candidates, and the hiring process. By connecting Greenhouse to Microsoft Excel using Coefficient, you can...

How to Connect Harvest to Google Sheets

Harvest is a powerful time tracking and project management tool that helps businesses and freelancers monitor time spent on projects, track expenses, and generate invoices. By connecting Harvest...

Blog