COEFFICIENT FOR FINANCE

Name: Coefficient
Brand: Coefficient
Rating: 4.9 (574 reviews)

Run finance from your spreadsheet

Automate data collection, create powerful financial models, and drive faster decision-making with live data in your spreadsheet.

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500,000+ happy users

Trusted by finance industry leaders

Unlock the power of your data by
connecting spreadsheets directly to your systems.

AUTOMATE FINANCIAL REPORTING

Turn your spreadsheet into a dynamic reporting hub

Combine data from your ERP, CRM, and data warehouse into a single source of truth
Set up automated refreshes in a few clicks so reports stay up to date with actuals
Share scheduled reports through Slack and email

“I was doing multiple data pulls a day. Coefficient automated everything.”

Christian Budnik, FP&A Analyst @ Solv

SAVE TIME AND ENSURE ACCURACY

Efficiently work with source-of-truth data

Quickly create custom reports and dashboards for different stakeholders
Track performance and historical data over time and identify trends
Run scenarios and what-if analyses to plan for different outcomes

"Many of our data headaches have been solved by Coefficient.”

Elliot Evins, Strategy, Planning & Ops @ Velocity Global

OPTIMIZE ACCOUNTING & FORECASTING

Monitor cash flow and revenue operations in real-time

Set up alerts for expected payments and expenses to proactively manage your books
Maintain accurate forecasts and detailed audit trails
Ensure compliance with accounting standards and automate revenue recognition

“So impactful to blend live data with forecasts for a real-time performance view in my spreadsheet.”

Laurie Josephson, Head of Reporting and Analytics @ Klaviyo

INTEGRATIONS

All your financial data, when and where you need It

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Finance leaders trust Coefficient

“With Coefficient, our spreadsheets became true powerhouses of functionality. Not only could I design and optimize solutions, but I also could manage analytics, data modeling, hygiene reporting, and error checks with more scalability than ever before in Salesforce or Snowflake.”