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.

Playbook Archive

Automate NetSuite stock level updates in Google Sheets operations reports

Automate NetSuite stock level updates in Google Sheets operations reports with scheduled imports that refresh inventory data without manual work.

RevOps

Automate NetSuite saved search results into Excel pivot tables

Automate NetSuite saved search imports into Excel pivot tables using dedicated import methods and scheduled refresh for business intelligence.

RevOps

Automate NetSuite to Excel data transfer without manual copy paste

Eliminate manual copy-paste workflows with automated NetSuite Excel data sync using scheduled imports and multiple data access methods.

RevOps

Automated inventory turnover calculation from NetSuite to Google Sheets without API coding

Automate inventory turnover calculations from NetSuite to Google Sheets without API coding. No-code solution with enterprise-grade automation and scheduling.

Finance

Automated NetSuite duplicate record detection during bulk CSV imports

Prevent NetSuite duplicate records during bulk imports by cross-referencing incoming data against existing records before processing begins.

RevOps

Automated NetSuite customer data synchronization with Notion CRM tables

Sync NetSuite customer data to Notion CRM tables automatically. Eliminate data silos between ERP and project management with automated refresh.

Sales

Automated NetSuite project budget reporting in Google Sheets for PM teams

Automate NetSuite project budget reporting in Google Sheets. Get real-time budget vs actual data with custom fields and variance tracking for PM teams.

Finance

Automated NetSuite multi-entity reporting without manual spreadsheet exports

Eliminate manual NetSuite subsidiary exports with live data connections that automatically pull multi-entity data into unified reporting frameworks.

Finance

Automated NetSuite record updates pushing to Tableau data sources

Automate NetSuite record update synchronization to Tableau data sources through intelligent refresh scheduling and change detection capabilities.

Finance

RevOps

Automated NetSuite project invoice tracking in Google Sheets for PM visibility

Automate NetSuite project invoice tracking in Google Sheets for PM teams. Get real-time invoice status, payment tracking, and billing visibility with automatic updates.

Finance

Automated NetSuite transaction data feed to Excel financial models

Automate NetSuite transaction data feeds to Excel financial models. Live transaction imports for cash flow modeling and financial forecasting.

Finance

Automated NetSuite reporting for tracking data quality metrics over time

Create automated NetSuite data quality reporting with custom metrics tracking, trend analysis, and executive dashboards over time.

RevOps

All our playbooks

Integrations

Product

Customer Stories

About