# 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 Fastest Implementation.

## Product

- [Product overview](https://coefficient.io/product): No-code data connectors and AI capabilities for Google Sheets and Excel.
- [AI Dashboards](https://coefficient.io/product/ai-dashboards): Build live dashboards from Google Sheets or Excel with a prompt. Connects to 150+ sources, publishes to a shareable link, needs no data model, and has no per-viewer fee. Every number traces back to the source record.
- [Sheets Assistant](https://coefficient.io/sheets-assistant): AI assistant for Google Sheets that builds formulas, pivots, charts, SQL, and dashboards.
- [Integrations directory](https://coefficient.io/integrations): All 150+ connectors for Google Sheets and Excel.

## Popular connectors

- [NetSuite to Google Sheets](https://coefficient.io/integrations-google-sheets/netsuite): Live NetSuite records, saved searches, and reports in Google Sheets.
- [NetSuite to Excel](https://coefficient.io/integrations-excel/netsuite): Live NetSuite data in Excel.
- [Salesforce to Google Sheets](https://coefficient.io/integrations-google-sheets/salesforce): Import Salesforce objects and reports, and export updates back to Salesforce.
- [Salesforce to Excel](https://coefficient.io/integrations-excel/salesforce): Live Salesforce data in Excel.
- [Snowflake to Google Sheets](https://coefficient.io/integrations-google-sheets/snowflake-data-warehouse): Query Snowflake tables or run custom SQL into Google Sheets, and load Sheets data back into Snowflake.
- [Snowflake to Excel](https://coefficient.io/integrations-excel/snowflake): Live Snowflake data in Excel.
- [QuickBooks Online to Google Sheets](https://coefficient.io/integrations-google-sheets/quickbooks): Live QuickBooks Online reports and transactions in Google Sheets.
- [QuickBooks Online to Excel](https://coefficient.io/integrations-excel/quickbooks): Live QuickBooks Online data in Excel.
- [HubSpot](https://coefficient.io/integrations-google-sheets/hubspot): CRM data with two-way sync.
- [Sage Intacct](https://coefficient.io/integrations-google-sheets/sage-intacct): Financial data for FP&A and close reporting.
- [Xero](https://coefficient.io/xero-accounting/connect-xero-to-google-sheets): Accounting data in Google Sheets.
- [Stripe](https://coefficient.io/integrations-google-sheets/stripe): Payments and subscription data.
- [BigQuery](https://coefficient.io/integrations-google-sheets/bigquery): Query BigQuery into spreadsheets.
- [Databricks](https://coefficient.io/integrations-google-sheets/databricks): Query Databricks into spreadsheets.
- [Amazon Redshift](https://coefficient.io/integrations-google-sheets/amazon-redshift): Query Redshift into spreadsheets.
- [PostgreSQL](https://coefficient.io/integrations-google-sheets/postgresql): Query Postgres into spreadsheets.
- [Microsoft SQL Server](https://coefficient.io/integrations-google-sheets/microsoft-sql-server): Query SQL Server into spreadsheets.
- [Looker](https://coefficient.io/integrations-google-sheets/looker): Pull Looker data into spreadsheets for last-mile reporting.
- [Tableau](https://coefficient.io/integrations-google-sheets/tableau): Pull Tableau data into spreadsheets for last-mile reporting.
- [Google Analytics 4](https://coefficient.io/integrations-google-sheets/google-analytics): Web analytics data.
- [Google Ads](https://coefficient.io/integrations-google-sheets/google-ads): Ad spend and performance data.
- [Shopify](https://coefficient.io/integrations-google-sheets/shopify): Orders, products, and customer data.

## Solutions

- [Finance](https://coefficient.io/solutions/finance): Month-end close, multi-entity consolidation, and forecasting on live ERP data.
- [Revenue Operations](https://coefficient.io/solutions/revenue-operations): Pipeline management, sales forecasting, and KPI dashboards.
- [Marketing](https://coefficient.io/solutions/marketing): ROAS, lead enrichment, and full-funnel reporting.
- [Data and Analytics](https://coefficient.io/solutions/business-analytics): Governed self-serve data access for business users with SSO.
- [SaaS teams](https://coefficient.io/solutions/saas-teams): Cross-functional reporting on source-of-truth data.

## Pricing

- [Pricing](https://coefficient.io/pricing): Free ($0), Starter ($49/month, one user), Pro ($99/user/month, up to 5 users), and Enterprise (custom). Annual billing saves 17%. Premium sources (Snowflake, NetSuite, Sage Intacct, BigQuery, Databricks, SQL Server, Tableau, Looker, ClickHouse) require Enterprise. AI Dashboards pricing is available through sales.
- [Enterprise pricing](https://coefficient.io/enterprise-pricing): Request Enterprise and AI Dashboards pricing.
- [Free plan](https://coefficient.io/free-plan): What the Free plan includes.
- [Startup program](https://coefficient.io/startup): Up to 50% off the first year for eligible startups.

## Customer stories

- [Passport Global](https://coefficient.io/case-study/passport-global-adopts-ai-dashboards-as-the-source-of-truth-for-leadership-reviews): AI Dashboards as the source of truth for leadership reviews.
- [Invicti](https://coefficient.io/case-study/invicti-revops-live-dashboards): RevOps replaced hundreds of hand-built spreadsheets with live dashboards.
- [Invicti: AI Dashboards vs Claude](https://coefficient.io/case-study/invicti-ai-dashboards-vs-claude): Why the team moved dashboards from Claude to Coefficient.
- [Procore](https://coefficient.io/case-study/procore-revops-cross-crm-dashboards): Cross-CRM RevOps dashboards.
- [Parsec](https://coefficient.io/case-study/parsec-revops-connectors-dashboards): RevOps reporting with connectors and dashboards.
- [Paytient](https://coefficient.io/case-study/paytient-revops-self-service-dashboards): Self-service RevOps dashboards.
- [Miro](https://coefficient.io/customer-stories/miro): GTM team access to Snowflake data in spreadsheets.
- [Klaviyo](https://coefficient.io/customer-stories/klaviyo): Data team scaled self-serve analysis.

## Comparisons

- [Coefficient vs Coupler](https://coefficient.io/coefficient-vs-coupler)
- [Coefficient vs Liveflow](https://coefficient.io/coefficient-vs-liveflow)
- [Coefficient vs G-Accon](https://coefficient.io/coefficient-vs-g-accon)
- [Coefficient vs QBO Spreadsheet Sync](https://coefficient.io/coefficient-vs-qbo-spreadsheet-sync)
- [Coefficient vs Salesforce Data Connector by Google](https://coefficient.io/coefficient-vs-salesforce-data-connector-by-google)
- [Coefficient vs DataRails](https://coefficient.io/coefficient-vs-datarails)
- [Coefficient vs Cube FP&A](https://coefficient.io/coefficient-vs-cube-fpa)
- [Coefficient vs FathomHQ](https://coefficient.io/coefficient-vs-fathomhq)

## Guides

- [Claude dashboards](https://coefficient.io/pillar/claude-dashboards): Why dashboards built in Claude hit accuracy, refresh, and scale limits, and how Coefficient solves them.
- [NetSuite resources](https://coefficient.io/netsuite-resources): NetSuite reporting guides, tutorials, and templates.
- [Salesforce reporting](https://coefficient.io/salesforce-reporting): Salesforce reporting guides and workflows.
- [Snowflake](https://coefficient.io/snowflake): Snowflake data management and reporting guides.
- [QuickBooks Online](https://coefficient.io/quickbooks): QuickBooks reporting guides and templates.
- [HubSpot data management](https://coefficient.io/hubspot-data-management): HubSpot reporting guides and workflows.
- [Month-end close](https://coefficient.io/month-end-close): Automating the close in spreadsheets.
- [Finance automation](https://coefficient.io/finance-automation): Finance reporting and automation guides.

## Templates and tools

- [Dashboard templates](https://coefficient.io/dashboard-examples): Pre-built live dashboards for Google Sheets and Excel.
- [Spreadsheet templates](https://coefficient.io/templates): 200+ free templates for finance, sales, marketing, and operations.
- [Calculators](https://coefficient.io/calculate): SaaS, finance, and marketing KPI calculators.

## Company and trust

- [About](https://coefficient.io/about)
- [Data security](https://coefficient.io/data-security): Security practices and compliance.
- [G2 reviews](https://www.g2.com/products/coefficient/reviews): Verified user reviews and ratings.
- [Privacy policy](https://coefficient.io/privacy-policy)
- [Data processing addendum](https://coefficient.io/data-processing-addendum)
- [Terms](https://coefficient.io/terms)
- [Contact](https://coefficient.io/contact)
- [Book a demo](https://coefficient.io/demo)

## Optional

- [Help center](https://help.coefficient.io/hc/en-us): Setup and troubleshooting.
- [Get started](https://coefficient.io/get-started): Install for Google Sheets or Excel.
- [Blog](https://coefficient.io/blog)
- [Community](https://coefficient.io/community)
- [Affiliate program](https://coefficient.io/affiliate)
- [Careers](https://coefficient.io/careers)