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Coefficient

Coefficient

Verified
AI-Enhanced
Easiest to use

Data Connectors & AI Dashboards for Sheets & Excel

SOC 2 Type II
GDPR
HIPAA
Runs inside GoogleWorkspace
Browser extension
+4
Last updated: Oct 12, 2026
Freemium
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coefficient.io

Quick Answer

Coefficient brings live data from CRMs, marketing tools and databases into spreadsheets your whole team can use. It offers two-way sync with tools like Salesforce and HubSpot, and includes AI assistants for data cleaning and modeling. Best for GTM, finance, marketing, and data teams needing self-serve analytics in spreadsheets. Free plan available, Pro from $99/user/month.

About Coefficient

Coefficient is a no-code data platform that connects live business data to Google Sheets and Excel, enabling real-time reporting, AI dashboards, and automated workflows. It helps business users access and analyze data directly in their preferred spreadsheet platform without relying on IT. Coefficient offers a free plan and paid tiers starting from $49/month.

What Makes It UniqueAI

Coefficient integrates directly with Google Sheets and Excel, allowing users to connect to 150+ business systems, automate data syncs, and build AI dashboards without leaving their spreadsheet environment.

AI-extracted from public sources. May contain errors. Methodology · Report an error

Decision Intelligence

Best For

GTM teams needing live data in spreadsheets for reporting and analysis
Finance and accounting teams automating month-end close and financial forecasting in Excel
Marketing teams tracking ROAS and full-funnel reporting directly in Google Sheets
Data and analytics teams providing self-serve data access to business users with governance
Solo builders operationalizing manual data workflows and creating automated reports
Pricing Overview

Type

Freemium

Billing Cycle

Monthly

Free Trial

Yes

Credit Card

Not Required

Free Plan

Yes

Dimension Scores

· 7.3 avg

How good it is, across universal quality axes

Ease of Use6/10
Customization7/10
Support8/10
Integration8/10
Compliance & Data Protection7/10
Performance8/10
AI-analyzed from product data·High confidenceHow we score

Task Scores

· 6.8 avg

What it can do, per category it works in · showing 9 of 10 tasks scoring 5+

Data Integration9/10
Data Visualization8/10
Dashboard Creation8/10
Report Generation8/10
Natural Language Queries7/10
Data Cleaning7/10
Predictive Analytics6/10
Collaboration Sharing6/10
Automated Insights5/10

Scores are AI-estimated from publicly available data — not an independent test or a verified user rating. How we rank →

Capabilities
Data Analysis
Automation
Forecasting
Data Labeling
Limitations
  • -Free plan has limited data sources, row import/export sizes, and manual refresh only
  • -Pro plan has a maximum of 5 users for multi-user support
  • -Some features like Alerts and GPT Copilot are still coming soon for Excel Add-In
  • -Advanced security features like custom SSO are only available on the Enterprise plan
Fit Score

Complexity

Intermediate

Company Size

Solo
Small
Medium
Enterprise

Target Team Size

Individual
Small Team
Large Team

Target Skill Level

Beginner
Intermediate
Technical Specifications
SDK Available
MCP Compatible
Team Features
Webhook Support
Has Demo
Function Calling (unknown)
Sandbox Mode
Audit Logs
No Signup
Works Offline
Requires Host App
Framework
MCP Server
Inference API
Built for:
GoogleWorkspace
Browser Extensions
Authentication
Single Sign-On
OIDC
Okta
Microsoft Entra ID
Duo
OAuth
Google
Microsoft
Max team seats:5
Deployment:
Cloud
Max upload:25MB
Response time (est.):
Fast
Compliance, Privacy & Trust
GDPR: Stated by vendor
DPA
SOC 2: Stated by vendor
Type II
HIPAA: Stated by vendor
Privacy & data handling
Trains on user data: Unknown
Data deletion: Upon Request
Human review:
Recommended

Compliance audit trail

1 event
  1. GDPR

    Privacy Policy updated

    7mo ago · 2026-03-09 · source

The Model(s) Behind It

Model details — extracted from public vendor sources by our pipeline (Smart Generator + A3 cross-referencing) or admin-entered. Shown as claimed by the vendor; not independently audited by Intelloro.

Model Weight Availability
Closed API (no weights)
Training Data Provenance
Not disclosed
Relevant to EU AI Act Art. 53 / Annex XI (GPAI)
Integrations & Connections
30 connections
C
H
+26
HubSpot
HubSpot

The HubSpot Customer Platform — software & tools for your business

SA
SalesforceNative

Sync Salesforce objects, reports, and SOQL queries. Write back to update records.

PI
PipedriveNative

CRM integration for data sync.

GO
Google AnalyticsNative

Pull GA4 metrics like sessions, conversions, and traffic sources.

GO
Google Search ConsoleNative

Pull search queries, clicks, impressions, and rankings for SEO analysis.

FA
Facebook AdsNative

Pull ad campaign data, track ROAS, spend, and results.

MA
MailchimpNative

Marketing integration for data sync.

LI
LinkedIn AdsNative

Pull ad campaign data.

Auto-updated

Build a Stack
Video

Trust Score

90/100

Excellent

Based on 11 data signals

Confidence: High

Reflects publicly available data, not an independent audit

Compliance & Verified38/38
VerifiedYes
GDPRYes
SOC 2 reportYes
SOC 2 Type IIYes
HIPAAYes
Human ReviewYes
Operational25/25
Data ResidencyUS
Reliability0/10

No published data

Market Proof10/10
Notable CustomersMiro, Klaviyo, Mutiny
Company17/17
Company ListedYes
Team Size51-200
FundingSeries A
Health—

Not yet checked

AI-Assisted Data

Some details are AI-generated estimates — verify with the vendor.

AI-generated estimate: What Makes Unique

How we source data

AI Governance & Regulatory Disclosures

Legally-sensitive fields — extracted from public vendor sources by our pipeline (Smart Generator + A3 cross-referencing) or admin-entered. Shown as claimed by the vendor; not independently audited by Intelloro.

Switching & Migration

Migration Difficulty
Moderate Effort
Data portable as:
CSV
XLSX
Support:
Help Center
Support Ticket
Live Chat
Email
Enterprise
Quick Stats
PlatformsWeb, API
Integrations30+
Launched2019
Setup TimeInstant
VerifiedOct 2026
Company & Links
CompanyCoefficient
Founded2020
Based inUnited States
Last major updateNov 2022
FundingSeries A · $25M
Documentation
All Features
150+ data connectors for Google Sheets and Excel
Two-way data sync with source systems
AI Dashboards for spreadsheet data visualization
Automated data refresh scheduling
Data snapshots for historical tracking
AI Sheets Assistant for data cleaning and modeling
SQL, Chart, & Pivot Builders with AI
Automated Slack and email alerts
Pricing Plans
Free tier available
Free
Free/month
  • 3 Data Sources (standard only)
  • 1 Account / Source
  • 5,000 Row Import Size
  • 50 Import Refreshes/Mo
  • Manual Refresh
  • 100 Row Export Size
  • Starter
    $49/month
  • Everything in Free
  • 1 Accounts / Source
  • 500 Import Refreshes/Mo
  • Daily Auto Data Refresh
  • Data Snapshots
  • 500 Row Export Size
  • Most Popular
    Pro
    $99/user
    Free trial · no card needed
  • Everything in Starter
  • 6 Data Sources (standard only)
  • 3 Accounts / Source
  • Unlimited Row Import Size
  • 5,000 Import Refreshes/Mo
  • Hourly Auto Data Refresh
  • Enterprise
    Custom
  • Everything in Pro
  • Unlimited Import Refreshes
  • Standard and Premium Data Sources
  • Unlimited Export Refreshes
  • Unlimited Alerts
  • Admin Controls
  • Pricing verified from the vendor pricing page.

    User Reviews

    No reviews yet. Be the first to review!

    Who It's For
    3 roles
    Data ScientistsComputer Systems AnalystsManagement Analysts
    Platform, Content & Languages
    3 content types
    1 languages
    SpreadsheetData VisualizationEmailEnglish+7 more

    Content Types

    Spreadsheet
    Data Visualization
    Email

    Accepts

    Spreadsheet
    API
    URL

    Produces

    Spreadsheet
    API
    Text
    Image
    Languages: English

    Frequently Asked Questions