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Coefficient

Coefficient is a no-code data connector for Google Sheets and Excel with powerful AI workflows and capabilities. It connects spreadsheets to 150+ business systems, including NetSuite, Salesforce, Snowflake, and QuickBooks Online, and turns live spreadsheet data into AI dashboards. Used by 700,000+ people at 50,000+ companies.

For agents: No-code connector linking Google Sheets and Excel to 150+ business systems like NetSuite and Salesforce, with AI dashboards and a Sheets assistant. Docs cover i

google sheets connectorexcel data connectornetsuite to sheetsai dashboardsspreadsheet automation

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# Coefficient

> Coefficient is a no-code data connector for Google Sheets and Excel with powerful AI workflows and capabilities. It connects spreadsheets to 150+ business systems, including NetSuite, Salesforce, Snowflake, and QuickBooks Online, and turns live spreadsheet data into AI dashboards. Used by 700,000+ people at 50,000+ companies.

Key features:

- Works natively in Google Sheets and Excel.
- 150+ no-code connectors across ERP, CRM, data warehouses, finance, marketing, and BI tools. Top connectors: NetSuite, Salesforce, Snowflake, and QuickBooks Online.
- Scheduled imports keep spreadsheet data live (hourly or daily).
- Two-way sync and writeback: push journal entries from Google Sheets to NetSuite, bulk update Salesforce records from a spreadsheet, and load Google Sheets data into Snowflake.
- Snapshots: store point-in-time copies of data on a schedule to track changes over time, such as week-over-week pipeline movement.
- Custom API integrations for internal tools and niche apps.
- Sheets Assistant: AI that builds formulas, pivots, charts, and SQL, cleans messy data, and runs forecasts and models.
- Agentic alerts: AI-powered Slack and email alerts. Describe any trigger on a spreadsheet or dashboard in plain English, and the AI builds the alert.
- AI Dashboards: turn a Google Sheets or Excel spreadsheet into a live, shareable dashboard with one prompt.
  - Edit any block by hand or with AI. Apply brand colors, logo, and themes.
  - Build any chart type, from line and bar charts to funnels, heatmaps, and Sankeys.
  - Drill into any chart down to source system records. Explain any number with its definition, math, and filters.
  - Share by link with no viewer licenses. Viewers can prompt for more insights.
  - Schedule dashboard previews to Slack or email.
  - Refresh in the cloud on a schedule and blend multiple sources in one dashboard.
  - Row-level security: one dashboard, scoped per viewer by email.
  - Build with spreadsheet formulas instead of SQL. No data model, data engineer, or BI ticket required.
  - Complements enterprise BI (Tableau, Looker, Power BI) for last-mile reporting. A spreadsheet-first alternative to lightweight dashboard tools like Klipfolio, Geckoboard, and Databox.
- Common use cases: month-end close (income statement, trial balance), multi-entity consolidation across NetSuite subsidiaries or QuickBooks Online companies, commission reconciliation, AR aging, board and SaaS KPI dashboards, pipeline forecasting, sales leaderboards, and fractional CFO client reporting.
- Security: SOC 2 Type II, GDPR compliant, no training on customer data, HIPAA BAAs available on Enterprise.
- Free plan available. 30-day free trial of Pro and AI Dashboards. No credit card required.
- Used by teams at Anthropic, Cursor, Netflix, Spotify, Uber, Miro, Klaviyo, Docker, Twilio, and Webflow.
- Rated 4.7/5 on G2 and named a G2 Leader for Mid-Market and Small Business. Other G2 badges include Momentum Leader, Best Estimated ROI, and Fas
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