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Coefficient

Coefficient

AI-Enhanced
Easiest to use
Best output quality

Data Connectors & AI Dashboards for Sheets & Excel

SOC 2
GDPR
Runs inside GoogleWorkspace
Browser extension
Global
+2
Last updated: Aug 28, 2026
Freemium
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coefficient.io

Quick Answer

AI

Coefficient is a no-code data platform for Google Sheets and Excel that connects to 150+ business systems for live data, AI dashboards, and automated workflows. 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 CoefficientAI

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

AI
Mid-market and enterprise 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

Consider Alternatives If

AI
Teams that do not use Google Sheets or Microsoft Excel as their primary data analysis tool
Users requiring offline data processing capabilities (cloud-only)
Individuals or teams looking for a standalone BI tool without spreadsheet integration
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 Use7/10
Output Quality8/10
Value for Money7/10
Customization6/10
Support7/10
Integration10/10
Accuracy & Reliability8/10
Compliance & Data Protection5/10
Performance8/10
AI-analyzed from product data·Medium confidenceHow we score

Task Scores

· 7.3 avg

What it can do, on category-specific tasks

Data Integration9/10
Data Visualization8/10
Dashboard Creation8/10
Data Cleaning8/10
Natural Language Queries7/10
Predictive Analytics7/10
Automated Insights7/10
Report Generation7/10
Anomaly Detection6/10
Collaboration Sharing6/10

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
ProsAI
  • +Connects to over 150 business systems including CRM, marketing, BI, database, and finance tools
  • +Enables two-way data sync, allowing users to write changes back to source systems
  • +Offers AI-powered features for data cleaning, modeling, pivoting, and analysis directly in spreadsheets
  • +Provides automated data refresh schedules and data snapshots for historical tracking
  • +Supports publishing interactive web dashboards from spreadsheets with various chart types
  • +Includes automated alerts to Slack and email based on custom data conditions
LimitationsAI
  • -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
  • -Requires an active internet connection as it is a cloud-based platform
  • -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 (unknown)
Team Features
Webhook Support
Has DemoOpen demo
Function Calling (unknown)
Sandbox Mode
Audit Logs
No Signup (unknown)
Works Offline
Requires Host App
Framework
MCP Server
Inference API
Built for:
GoogleWorkspace
Browser Extensions
Authentication
Single Sign-On
Okta
Microsoft Entra ID
Google Workspace
OneLogin
Developer Access
API
Enterprise
REST
Max team seats:5
Deployment:
Cloud
Max upload:25MB
Response time (est.):
Fast
Compliance, Privacy & Trust
GDPR (as claimed): Yes
DPA
SOC 2 (as claimed): Yes
Type II
HIPAA (as claimed): No
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

    5mo 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

75/100

Very Good

Based on 8 data signals

Confidence: High

Reflects publicly available data, not an independent audit

Compliance & Verified24/38
GDPRYes
SOC 2Yes
Human ReviewYes
Operational35/35
Data ResidencyUS
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: Best For, Description, Limitations, Not Good For, Pros, Quick Answer, 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.

EU AI Act Risk Tier
Unclassified
EU AI Act Article 50 Disclosure
Not declared
COPPA Compliance (US under-13)
Not declared

Switching & Migration

Migration Difficulty
Moderate Effort
Data portable as:
CSV
XLSX

Help Center

Quick Stats
PlatformsWeb, API
Integrations30+
Launched2019
Setup TimeINSTANT
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
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
  • 50 Export Runs/Mo
  • Manual Exports
  • 30 Alerts/Mo
  • On Sheet AI Functions
  • 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
  • 500 Export Refreshes/Mo
  • Daily Auto Data Exports
  • 100 Alerts/Mo
  • SQL, Chart, & Pivot Builders
  • Chat, Email Support
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
  • Unlimited Row Export Size
  • 5,000 Export Refreshes/Mo
  • Hourly Auto Data Exports
  • 300 Alerts/Mo
  • Dynamic Recipients
  • Multi-User Support (5 users max)
  • Shared Connections
  • Shared Import Templates
  • Priority Chat, Email Support
Enterprise
Custom
  • Everything in Pro
  • Unlimited Import Refreshes
  • Standard and Premium Data Sources
  • Unlimited Export Refreshes
  • Unlimited Alerts
  • Admin Controls
  • Custom SSO
  • Consolidated Billing
  • Security Review & MSA
  • Dedicated Chat, Email Support

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