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What is Coefficient?
Coefficient is an AI spreadsheet data connector that links Google Sheets and Excel to your business systems so sales, finance, RevOps and marketing teams can work with live data inside their spreadsheets. Instead of exporting CSVs by hand, you pull data from a CRM or warehouse, keep it in sync and build reports that refresh themselves.
What is Coefficient used for?
It runs as a Google Sheets and Excel add-on with 100+ connectors, including Salesforce, HubSpot, QuickBooks, NetSuite, Snowflake, BigQuery, Databricks, Looker and Tableau. You can import with filters, schedule automatic refreshes, save data snapshots into new tabs and push changes back to the source system with exports. For tools without a native connector, you can build your own API integration or scrape data from a website.
How does Coefficient use AI in your spreadsheet?
The company pitches it as a layer of agents that sync data, model it, build dashboards and brief you when numbers move. There are AI functions inside the sheet, SQL, chart and pivot builders, and you can describe a dashboard to get BI-quality dashboards generated for you. Slack and email alerts fire when a condition is met, with dynamic recipients pulled from a column of email addresses.
Who is Coefficient for?
- RevOps teams replacing hand-built spreadsheets with live dashboards.
- Finance teams automating month-end close with QuickBooks or NetSuite data.
- Sales leaders tracking Salesforce or HubSpot pipeline.
- Analysts who want self-serve data access without waiting on engineering.
Coefficient pros and cons
Pros: it builds on the spreadsheet your team already knows, covers a wide range of sources and adds governance with SSO and admin controls. Cons: data sources, rows per import, refreshes and alerts per cycle are capped by tier, and so-called premium connectors such as Snowflake, BigQuery and NetSuite are reserved for the top tiers. It is not a replacement for a full BI stack when you have many users and complex models.
Coefficient features and use cases
How to use Coefficient
Coefficient FAQ
What is Coefficient?
Coefficient is an AI add-on for Google Sheets and Excel that pulls live data from 100+ systems and builds automated reports and dashboards.
Is Coefficient free?
There is a free tier with three standard data sources plus paid tiers with higher limits. See the pricing section.
Does Coefficient have an API?
It is not sold as an API, but you can build custom connectors against any tool's API and bring that data into your sheet.
Does Coefficient work with Excel?
Yes, there is an Excel add-in on Microsoft AppSource as well as the Google Sheets add-on.
Which data sources does Coefficient support?
Over 100, including Salesforce, HubSpot, QuickBooks, NetSuite, Snowflake, BigQuery, Databricks, Looker and Tableau.
Can I write data back to Salesforce or HubSpot?
Yes, exports push changes from your sheet to the source system, manually or on a schedule.
How do Coefficient alerts work?
You set a condition on your data and Coefficient notifies people over Slack or email, with recipients pulled from a column.
Is it safe to connect our CRM?
The Enterprise tier adds SSO, admin controls and a security review, and shared connections can be managed centrally.
Does it support languages other than English?
The app and docs are in English, but your data and sheets can be in any language.
What are the best Coefficient alternatives?
On GptZone you can compare SheetAI App, Equals and Julius AI for AI data analysis in spreadsheets.
Coefficient pricing and plans
Reference price: 49 USD / month. Source · Verified: November 7, 2026
Official pricing in USD (Checked on: 07/11/2026). Save 17% with annual billing. 30-day Pro trial. One-year discount for early-stage startups.
- Free: $0 — 3 standard sources, 1 account per source, 5,000-row imports, 50 refreshes and 30 alerts per month, on-sheet AI functions.
- Starter: $49/month — daily auto refresh, snapshots, 500 refreshes and 100 alerts per month, SQL, chart and pivot builders.
- Pro: $99 per user/month — 6 standard sources, up to 5 users, 5,000 refreshes and 300 alerts per month, priority support.
- Enterprise: custom — standard and premium sources (Snowflake, BigQuery, NetSuite…), SSO, admin controls and security review.
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