Coefficient
What is Coefficient?
Coefficient is a spreadsheet automation platform for teams that connects Google Sheets and Microsoft Excel to live business systems for imports, exports, and automated refreshes. It includes Import Agent, API Agent, Browser Agent, Sheets Assistant, and Dashboard Agent, and it integrates with HubSpot, Salesforce, Snowflake, and QuickBooks. Customers include Miro, Klaviyo, Anthropic, Cursor, Uber, Netflix, and Spotify. Plans run Free $0/month, Starter $49/month, Pro $99user/month, and Enterprise custom.
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At a glance
- Coefficient is best for spreadsheet-heavy teams who need live data, automation, and two-way sync without engineering help.
- Free $0/mo; Starter $49/mo; Pro $99user/mo; Enterprise Custom
- 30 days, no credit card
What does Coefficient do?
Coefficient connects spreadsheets to live business systems, then keeps the data moving with imports, exports, and automated refreshes. In practice, teams pull information into Google Sheets or Excel, shape it with AI-assisted functions, and push updates back when workflows need two-way sync. The product also adds snapshots, alerts, and dashboard-building so spreadsheet work can stay current without constant manual copy-paste. At scale, Coefficient says it serves 700,000+ happy users and is trusted by over 50,000 companies, with 150+ integrations across CRM, marketing, finance, BI, databases, and project tools. Customer stories show teams like Miro, Klaviyo, Anthropic, Cursor, Uber, Netflix, and Spotify using it for reporting and analysis. Security pages say imports are never stored on Coefficient's servers, credentials are encrypted end-to-end, and the backend runs on AWS. It supports Google and Microsoft sign-in, but there is no public API or self-hosting option.
Why use Coefficient?
- It keeps spreadsheet workflows current with live sync, snapshots, and scheduled refreshes instead of one-off exports.
- Two-way writeback lets teams update source systems from the spreadsheet they already use.
- The connector library spans 150+ systems, so buyers can centralize data without stitching together many point tools.
- Security controls include no server-side storage for connector imports, end-to-end encryption, and AWS-hosted infrastructure.
- Enterprise features like custom SSO, admin controls, and consolidated billing support larger rollouts.
Who is Coefficient for?
- Revenue operations teams who need live pipeline and forecasting data in spreadsheets.
- Marketing analysts who want automated reporting across ad and analytics sources.
- Finance teams who build models and reports from connected accounting data.
- Business users who need self-serve access to governed data without waiting on IT.
- Data and analytics teams who want spreadsheet-based access with security controls.
What are Coefficient's key features?
Import Agent
Pull data from 150+ integrations into Google Sheets or Microsoft Excel, so teams can centralize reporting without manual copy-paste.
API Agent
Connect to sources like HubSpot, Salesforce, and Snowflake to import live data into spreadsheets for faster analysis and reporting.
Browser Agent
Capture data from sites without an API and bring it into Google Sheets, helping teams automate hard-to-reach workflows.
Sheets Assistant
Use AI in-sheet to clean messy data, build formulas, and model results in Google Sheets or Microsoft Excel.
Dashboard Agent
Publish web dashboards from spreadsheet data and share them with teams, turning sheet-based analysis into readable reports.
Monitoring Agent
Set AI alerts and refresh data on your schedule, including hourly auto refresh, so teams catch changes without checking manually.
Write changes back to the source
Push updates from spreadsheets back into systems like HubSpot, Salesforce, and QuickBooks, reducing duplicate edits across tools.
Enterprise-ready from day one
Support security and access needs with SSO, Okta, Azure AD, and Google Workspace, plus admin controls for larger teams.
What does Coefficient integrate with?
- Microsoft Excel
- Google Sheets
- HubSpot
- Salesforce
- Pipedrive
- GA4
- Search Console
- Facebook Ads
- Mailchimp
- LinkedIn Ads
- Tableau
- Looker
- Snowflake
- PostgreSQL
- MySQL
- SQL Server
- Redshift
- QuickBooks
- Sage Intacct
- Stripe
- NetSuite
- Xero
- BigQuery
- Shopify
- Zoho
- Intercom
- Chargebee
- Sage
- Google Ads
- Meta Ads
What are Coefficient's use cases?
RevOps pipeline tracking
Revenue operations teams use Coefficient to keep pipeline and forecast numbers current in Google Sheets or Microsoft Excel, using Import Agent and Refresh data on your schedule to replace manual exports with live reporting. They can also use Write changes back to the source to update CRM records without leaving the spreadsheet.
Marketing reporting automation
Marketing analysts use Coefficient to pull performance data from GA4, Google Ads, Meta Ads, and Search Console into one sheet, using 100+ connectors and Dashboard Agent to build recurring reports. Monitoring Agent helps them catch changes early so weekly reporting stays accurate.
Finance models from accounting data
Finance teams use Coefficient to bring QuickBooks, NetSuite, Xero, or Sage Intacct data into spreadsheets for models and close reporting, using Import Agent and Track changes over time to keep assumptions and actuals aligned. They can share outputs with stakeholders through Sheets Assistant and team-friendly workflows.
Governed self-serve analysis
Business users and data teams use Coefficient to access governed data without waiting on IT, using Enterprise-ready from day one and SSO & access control to keep access controlled. Sheets Assistant and Pivot and analyze data let them answer ad hoc questions directly in the spreadsheet.
How does Coefficient work?
- Connect your first source in Import Agent, choosing from 100+ connectors like Salesforce, GA4, QuickBooks, or Snowflake, then map the table or report you want to pull into your sheet.
- Set Refresh data on your schedule so imports update daily or hourly, and use Track changes over time to preserve snapshots for trend analysis and auditability.
- Clean messy data with Sheets Assistant, then Pivot and analyze data to build models, summaries, and recurring reports without exporting to another tool.
- Publish web dashboards or Share with your team so stakeholders can view the latest numbers in a familiar spreadsheet-backed format.
- Set up Monitoring Agent and Setup AI alerts to flag important changes, then use Write changes back to the source when you need to update records from the sheet.
How much does Coefficient cost?
Free
$0/month- 3 Data Sources
- 5,000 Row Import Size
- 50 Import Refreshes/Mo
- Manual Refresh
- 100 Row Export Size
- 50 Export Runs/Mo
- Manual Exports
- 30 Alerts/Mo
- On Sheet AI Functions
- 10K/Lifetime OpenAI API Calls
- Help Center Access
- Email Support
Starter
$49/month- Everything in Free
- 1 Accounts / Source
- 500 Import Refreshes/Mo
- Daily Auto Data Refresh
- Data Snapshots
- 500 Row Export Size
- Daily Auto Data Exports
- 100 Alerts/Mo
- SQL, Chart and Pivot Builders
- 50K/Mo OpenAI API Calls
- Chat, Email Support
Pro
$99user/month- Everything in Starter
- 6 Data Sources
- Unlimited Row Import Size
- 5,000 Import Refreshes/Mo
- Hourly Auto Data Refresh
- Unlimited Row Export Size
- 5,000 Export Refreshes/Mo
- Hourly Auto Data Exports
- 300 Alerts/Mo
- Dynamic Recipients
- 100K/Mo OpenAI API Calls
- Multi-User Support (10 users max)
- Shared Connections
- Shared Import Templates
- Priority Chat, Email Support
Enterprise
Custom- Everything in Pro
- Unlimited Import Refreshes
- Unlimited Alerts
- Admin Controls
- Custom SSO
- Consolidated Billing
- Security Review & MSA
- Dedicated Chat, Email Support
- Volume discounts for teams
Frequently asked questions
What is Coefficient?
Coefficient is a spreadsheet automation platform for teams that connects Google Sheets and Microsoft Excel to live business systems for imports, exports, and automated refreshes. It includes Import Agent, API Agent, Browser Agent, Sheets Assistant, and Dashboard Agent, and it integrates with HubSpot, Salesforce, Snowflake, and QuickBooks. Customers include Miro, Klaviyo, Anthropic, Cursor, Uber, Netflix, and Spotify. Plans run Free $0/month, Starter $49/month, Pro $99user/month, and Enterprise custom.
How much does Coefficient cost? Is it free?
Coefficient has a free plan, with paid tiers including Starter at $49/month, Pro at $99user/month, Enterprise at Custom. A 30-day free trial is available.
What is Coefficient used for? Who is it for?
Coefficient is used for Import Agent, API Agent, and Browser Agent. It's built for Revenue operations teams, Marketing analysts, and Finance teams.
Does Coefficient have an API and what does it integrate with?
Coefficient doesn't publish a public API.
Editor's read
Check the Pro seat limit before rollout: multi-user support tops out at 10 users, so larger spreadsheet workflows will need Enterprise. Also verify whether your team needs hourly refreshes or unlimited alerts, since those are Enterprise-only.
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