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Coefficient

Free start available; pricing tiers are not clearly published in the available official information.
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Connect live business data to Google Sheets and Excel for reporting, analysis, dashboards, and automated workflows.

Website:https://coefficient.io/ai
Added on:Jul 13, 2026
Monthly Visitors:
161.0K
Social & Email:
Data integrationGoogle SheetsMicrosoft ExcelBusiness intelligenceReportingDashboards
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Coefficient
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Tool Information

What is Coefficient?

Coefficient is a no-code data platform that connects Google Sheets and Microsoft Excel to business data sources. It supports live reporting, AI-assisted data cleaning and analysis, spreadsheet-based workflows, shareable dashboards, scheduled refreshes, and automated alerts.

Core Features

  • Live data connectors

    Connect Google Sheets and Excel to more than 100 business data sources, including CRM, accounting, data warehouse, marketing, project management, and e-commerce systems.

  • Spreadsheet write-back

    Edit connected data in a spreadsheet and automatically update the corresponding source system.

  • Scheduled refreshes

    Refresh connected data on a schedule and track changes over time.

  • AI data cleaning and transformation

    Use natural-language instructions to deduplicate, standardize, validate, and transform data without writing formulas.

  • AI-assisted analysis

    Ask questions about data, fix errors, build forecasts, create pivot tables, group dimensions, and calculate totals using prompts.

  • GPT spreadsheet functions

    Use GPT-powered spreadsheet functions to clean, format, query, enrich, and analyze data.

  • AI-generated formulas, pivots, and charts

    Generate formulas, pivot tables, and visualizations from text instructions.

  • Web dashboards

    Turn spreadsheets into shareable dashboards with a drag-and-drop builder, more than 15 chart types, and automatic refresh.

  • AI alerts

    Describe alert criteria in natural language and receive AI-generated insights through Slack or email.

  • Browser-agent scraping

    Extract data from websites that do not provide an API using a browser-agent option.

  • Access controls and SSO

    Use SSO with Okta, Azure AD, Google Workspace, and OneLogin, plus Admin, Editor, and Viewer roles and data-source permissions.

Use Cases

  • #1

    Live business reporting

    Build reports in Google Sheets or Excel using live data from business systems.

  • #2

    AI-assisted spreadsheet analysis

    Clean, model, query, analyze, and visualize spreadsheet data with natural-language prompts.

  • #3

    Dashboard publishing

    Publish spreadsheet-based data as shareable, automatically refreshed web dashboards.

  • #4

    Automated data workflows

    Refresh connected data, write spreadsheet changes back to source systems, and deliver AI-crafted alerts.

  • #5

    Revenue operations and marketing analysis

    Connect CRM, advertising, analytics, and other business systems for reporting across revenue operations and marketing workflows.

  • #6

    Finance and accounting reporting

    Connect accounting and finance systems to spreadsheets for reporting and analysis.

Best for:Revenue operations teamsMarketing teamsFinance and strategy teamsBI and analytics teamsBusiness operations teamsSpreadsheet users working with Google Sheets or Excel

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Frequently Asked Questions

What is Coefficient?
Coefficient is a no-code data platform that connects live business data to Google Sheets and Microsoft Excel for reporting, dashboards, analysis, and automated workflows.
What can Coefficient connect to?
Coefficient supports more than 100 business data sources, including Salesforce, HubSpot, QuickBooks, Snowflake, BigQuery, Google Ads, Meta Ads, Shopify, Stripe, and other CRM, finance, marketing, analytics, project management, and e-commerce systems.
Can Coefficient update source systems from a spreadsheet?
Yes. Coefficient supports writing spreadsheet changes back to connected source systems.
Does Coefficient support AI data analysis?
Yes. Users can use natural-language prompts to clean and transform data, ask questions, fix errors, build forecasts, create pivot tables, calculate totals, and generate charts and formulas.
Can Coefficient create dashboards?
Yes. Coefficient can turn spreadsheets into shareable web dashboards with a drag-and-drop builder, more than 15 chart types, and automatic refresh.
Does Coefficient offer scheduled data refreshes?
Yes. Connected data can be refreshed on a schedule, and users can track changes over time.
Can Coefficient send alerts?
Yes. Users can describe alert criteria in natural language and receive AI-generated insights through Slack or email.
Does Coefficient offer a free plan?
The official information says users can start building for free with no credit card and no sales call. Pricing tiers, paid-plan prices, and plan limits are not clearly published.
Which spreadsheet platforms does Coefficient support?
Coefficient supports Google Sheets and Microsoft Excel, as well as web dashboards built from spreadsheet data.
Does Coefficient support access controls and SSO?
Yes. It supports SSO with Okta, Azure AD, Google Workspace, and OneLogin, along with Admin, Editor, and Viewer roles and data-source permissions.

Coefficient Contact & Social Media

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Tool Information

Pricing ModelFree start available; pricing tiers are not clearly published in the available official information.
CategoryProductivity
Tags
Data integrationGoogle SheetsMicrosoft ExcelBusiness intelligenceReportingDashboards
LanguageEnglish
Last UpdatedJul 16, 2026
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