Month End Close Automation Software LP

Google icon
Star icon Star icon Star icon Star icon Star icon
700,000+ users on Google Marketplace

Month End Close Automation for Excel & Google Sheets

Pull live GL, trial balance, and more from QuickBooks, NetSuite, Sage Intacct, Xero, or Stripe directly into Excel or Google Sheets. Build close workpapers that stay current automatically. No coding required

QuickBooks Financial Reporting Template
Trusted by over 50,000 companies
Sales Commission Automation - Connect Live CRM Data to Spreadsheets

Connect Your Accounting System to Excel or Google Sheets in 60 Seconds

Build Close Workpapers That Always Reflect Live Data

Close Faster with Automated Reporting and Alerts

Live Data icon

Pre-Built Finance and Accounting Dashboards in Sheets & Excel

Deploy pre-built Finance dashboards in Sheets & Excel for key use cases.

Accounts Payable (AP) Aging Report for QuickBooks

Accounts Payable (AP) Aging Report

Simplify AP management and improve cash flow with real-time insights.
CFO Forecasting Executive Dashboard Template

CFO Forecasting Template for SMBs

Track cash runway, model scenarios, and present to boards, all in one live template. Perfect…
consolidate xero books - gallery

Consolidate Xero Books: Free Cashflow Report for Multiple Accounts

Streamline your multi-entity financial reporting with our free Xero Consolidated Reporting template. Get real-time insights…
Financial Performance & Cash Flow Template

Financial Performance & Cash Flow Dashboard by Fox & Partners

Monitor burn rate, working capital, and liquidity ratios alongside revenue and margins. Perfect for CEOs,…
QuickBooks Financial Reporting Template

QuickBooks Financial Reporting Template by Fox & Partners

Pull P&L, Balance Sheet, Cash Flow, and KPIs into one live view that updates automatically.
SaaS Revenue Forecasting Model Dashboard

Free SaaS Revenue Forecasting Model Template

Coefficient's free SaaS Revenue Forecasting Model template connects directly to your business systems, giving you…
Startup Financial Model Dashboard

Free Startup Financial Model Template

Track deals, churn, and runway automatically. No manual updates needed.

Free QuickBooks Cover Template

Create professional QuickBooks cover pages in seconds.
What-if Scenario Analysis

Free QuickBooks Template for What-if Scenario Analysis

Model revenue, COGS, profit scenarios and make better financial decisions with your QuickBooks data.

Free QuickBooks Template for PVM (Price Volume Mix) Analysis

Organize, track, and analyze your accounts effortlessly.
netsuite financial forecasting template - weighted moving average

Free NetSuite Financial Forecasting Template

Get real-time insights and accurate projections to drive business growth.
netsuite accounts payable aging report

Free NetSuite Accounts Payable Template

Get real-time AP insights and optimize cash flow management.
See all templates

People Coefficient

700,000+ happy users
“Tremendously helpful tool that has sped up my workflow. I can’t even imagine doing data analysis without Coefficient now.”
Alex Pan Unity
“I love Coefficient! It makes my work easier!”
Bryan Michael Vinluan Task Us
“Great tool – helped us solve our weekly client reporting data refresh issues and allowed us to get data into Google Sheets for our Account Managers.”
Ellen Cooper Cincotta Pixability
“Coefficient streamlined sharing and updating my team with all the data they need in a quick and easy way.”
Zachary Jimenez Manager, Commercial ADR Team
“Absolutely STUNNING! The hourly schedule option for imports means I don’t have to manually build out reports. It’s so good.”
Marcelle Ehlers Head of Digital Marketing
“Eliminates repeat work for ‘tech’ folks and ensures ‘non-tech’ folks can use data!”
Tushar Garimalla Aspire
“Tremendously helpful tool that has sped up my workflow. I can’t even imagine doing data analysis without Coefficient now.”
Alex Pan Unity
“I love Coefficient! It makes my work easier!”
Bryan Michael Vinluan Task Us
“Great tool – helped us solve our weekly client reporting data refresh issues and allowed us to get data into Google Sheets for our Account Managers.”
Ellen Cooper Cincotta Pixability
“Coefficient streamlined sharing and updating my team with all the data they need in a quick and easy way.”
Zachary Jimenez Manager, Commercial ADR Team
“Absolutely STUNNING! The hourly schedule option for imports means I don’t have to manually build out reports. It’s so good.”
Marcelle Ehlers Head of Digital Marketing
“Eliminates repeat work for ‘tech’ folks and ensures ‘non-tech’ folks can use data!”
Tushar Garimalla Aspire
“Coefficient is exactly what we needed, after trying several different options on the market. This is a fantastic solution and I’m thrilled it’s available.”
Douglas Weltman InfoSum
“Awesome product. Coefficient improved my productivity so much!”
Chamroeun Kong Food Panda
“This is a great tool! I’ve been able to cover forecasting infrastructure gaps and will continue to leverage Coefficient to join disparate data.”
John Choi SR. Manager, Revenue Operations
“This really is an amazing tool for automating our reporting and alerts. Coefficient has helped me save so many hours!”
Abrar Khan Business Analyst (RevOps)
“It’s become the only Google Sheets extension I need to use anymore.”
Nathaniel Fritz Candid Care
“Coefficient is exactly what we needed, after trying several different options on the market. This is a fantastic solution and I’m thrilled it’s available.”
Douglas Weltman InfoSum
“Awesome product. Coefficient improved my productivity so much!”
Chamroeun Kong Food Panda
“This is a great tool! I’ve been able to cover forecasting infrastructure gaps and will continue to leverage Coefficient to join disparate data.”
John Choi SR. Manager, Revenue Operations
“This really is an amazing tool for automating our reporting and alerts. Coefficient has helped me save so many hours!”
Abrar Khan Business Analyst (RevOps)
“It’s become the only Google Sheets extension I need to use anymore.”
Nathaniel Fritz Candid Care

See what all the excitement is about…

Get Started Free
  • Try in 60 seconds
  • No credit card required
700,000+ happy users
Let's get started!
Connect your live Stripe data to Sheets in less than 60 seconds.
Get Started Free

Trusted By Over 50,000 Companies