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Coefficient

Live business data plus an AI assistant, inside the spreadsheet you already use.

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About

Coefficient is a no-code spreadsheet automation platform that connects Google Sheets and Excel to more than 100 business systems — Salesforce, HubSpot, Snowflake, MySQL, and others — with live sync, scheduled refreshes, and two-way data writes. Instead of exporting CSVs, your reports stay connected to the source systems and refresh on a schedule.

Its AI Sheets Assistant builds formulas, charts, pivot tables, and dashboards from natural-language commands, creating native spreadsheet objects you can keep editing, according to the vendor. The company claims more than 700,000 users, and pricing is published: a free tier, Starter at $59/user/month, and Pro from $99/user/month. Treat the user count as a vendor claim; the connector breadth is corroborated across the vendor's extensive integration documentation.

What it can do

  • 100+ connectors to CRMs, databases, and ad platforms
  • Live data sync with scheduled refresh
  • Two-way sync back to source systems (Pro)
  • AI Sheets Assistant for formulas, charts, pivots, and dashboards
  • Snapshots, alerts, and scheduled report emails
  • Works in both Google Sheets and Microsoft Excel
  • Free tier with limited imports and rows

Setup

  1. Install Coefficient from the Google Workspace Marketplace (Sheets) or Microsoft AppSource (Excel).
  2. Connect your business systems (Salesforce, HubSpot, databases) as data sources.
  3. Import live data into your spreadsheet with scheduled auto-refresh.
  4. Ask the AI Sheets Assistant to build formulas, charts, or dashboards in plain language.
  5. Share scheduled reports or set up alerts on metric changes.

Prerequisites

A Google Sheets or Excel account; credentials for the business systems you want to connect; a paid plan for scheduled refresh and higher row limits.

Use cases

spreadsheet-automationdashboardsreportingdata-connectorssales-analytics

Works with

Trust score — 7/10

/10 trustMetrics-checked

Scored 7/10 (TIER metrics, metrics-v1). Evidence: 700K+ users is vendor-claimed (coefficient.io FAQ pages); pricing tiers published and consistent across vendor pages (Free / $59 Starter / $99+ Pro); broad integration documentation across vendor guides. Docs corroboration: install paths (Workspace Marketplace, AppSource) and AI Sheets Assistant behavior are documented in vendor FAQs. Strengths: transparent pricing; deep connector library; works inside existing spreadsheets. Docked for: (1) adoption figure is an unverified vendor claim; (2) AI assistant capabilities are vendor-described, not independently tested here. License: proprietary SaaS.

How the trust score is built

Full methodology →
Adoption · stars/downloads, log-scaled vs peers
7.0/10
Maintenance · recency, releases, issue load
7.0/10
Openness · license + docs
8.0/10
Manual review · sanity read + red-flag check
7.0/10
  • · Vendor claims 700K+ users (coefficient.io FAQs) — unverified
  • · Published pricing: Free tier / $59 Starter / $99+ Pro; install via Workspace Marketplace and AppSource
  • · 100+ connectors documented across vendor integration guides; AI Sheets Assistant is vendor-described

Sources

Every fact above was checked against these sources. Where a claim comes from the provider and couldn't be independently verified, the text says so.