Turn Your QuickBooks Data Into Instant Live, AI-Powered Reports
Connect live QuickBooks data to Excel or Sheets and generate insights, dashboards, and forecasts with our Sheets Assistant. Need to automate writing back data to QBO. We can do that, too, with our 2-way sync.
30 day free trial, no credit card required
Trusted by Over 50,000 Finance Teams Who Run on QuickBooks
“I was doing multiple data pulls a day. Coefficient automated everything, including weekly summaries for my team sent directly to Slack .”
“Coefficient helped us cut month-end close for our clients from 10 to 3 days. What used to take weeks of manual work now happens in a few clicks.”
“Finance was spending 40 hrs/mo manually managing property financials. We put the process on autopilot + save a week per month w/ Coefficient.”
“Coefficient is simple and flexible. I pull in data from lots of sources (including multiple entities) and can do exactly what I want with automation and AI.”
“Our clients’ financial and budget reports have become such a thing of ease! Coefficient literally saves my accountants hours each and every week.”
“Coefficient gives me peace of mind. It allows us to confidently report across the org from BizOps to Finance, Revenue, and our C-Suite.”
Your Entire QuickBooks Reporting Workflow Without the Manual Work
Finance teams save 20+ hours per week by connecting QuickBooks to Coefficient and using our Sheets Assistant to automate financial analysis and reporting.
Ask QuickBooks Questions. Get Spreadsheet-Ready Answers.
Pull live QuickBooks data into Sheets or Excel. Let Sheets Assistant automatically summarize trends, explain changes, and highlight anomalies from your QuickBooks data.
Build P&L, balance sheet, and cash flow in minutes - not days.
Your QuickBooks data stays live, so reports and dashboards always stay current without rebuilds.
Close Without the Spreadsheet Chaos
Automatically consolidate multiple QuickBooks entities into one live spreadsheet — with no copy-paste errors.
TOP-RATED FOR TEAMS USING QUICKBOOKS FOR FINANCIAL REPORTING
Eliminate manual exports and repetitive reporting — analyze live QuickBooks data with our Sheets Assistant directly in your spreadsheet.
30 day free trial, no credit card required
