Coefficient

Coefficient enhances Google Sheets and Excel by integrating AI-powered tools that connect live business data, automate workflows, and simplify reporting. It enables users to pull data from systems like Salesforce, Shopify, Tableau, and Snowflake directly into spreadsheets using simple text commands. This integration supports real-time syncing and two-way data flows, allowing teams to keep reports and dashboards up to date without manual effort.

The tool targets a broad audience including individual users, startups, and enterprise teams focused on revenue operations, sales forecasting, and operational reporting. It offers pre-built templates tailored for sales, marketing, and finance teams to accelerate adoption and improve data visibility across organizations.

Coefficient's AI features include a family of =GPTX() spreadsheet functions that assist with data cleaning, querying, enrichment, and analysis. Users can generate formulas, pivot tables, and charts by typing plain English instructions, reducing the need for complex spreadsheet skills. The AI also analyzes data trends and suggests insightful visualizations automatically.

Technically, Coefficient operates as a sidebar app within Google Sheets and Excel, supporting no-code data imports and scheduled refreshes. It preserves formulas during data updates and can trigger Slack or email alerts when key metrics change, helping teams stay informed in real time.

Security is a priority, with adherence to Google’s protocols and robust safeguards to protect customer data. The platform supports multi-user collaboration with shared connections and licenses, enabling consistent data access across teams.

Overall, Coefficient transforms spreadsheets into dynamic, AI-powered workbenches that combine live data integration, automation, and advanced analytics. It streamlines data workflows, reduces manual tasks, and empowers users to make faster, data-driven decisions.