Last updated 06-30-2026
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Coefficient
Coefficient is a no-code data platform that connects live business data to Google Sheets and Excel. It works as a sidebar add-on inside your spreadsheet, letting teams pull data from CRMs, warehouses, marketing tools, and accounting systems without writing SQL or waiting on engineering tickets.
The product centers on GPT Copilot, a set of spreadsheet tools that help you connect data sources, build reports, and analyze trends using plain English. The =GPTX() function family handles cleaning, formatting, querying, and enriching data directly in cells. You can also auto-generate formulas, pivot tables, and charts by describing what you need in text.
Beyond the AI layer, Coefficient supports scheduled data refreshes, two-way sync that writes changes back to source systems, Slack and email alerts, and shareable web dashboards built from any sheet. It targets revenue operations, finance, marketing, and analytics teams that already run their workflows in spreadsheets but need live data underneath.
The company is San Francisco-based and reports over 700,000 users and 50,000 companies on the platform. Integrations cover 150+ business systems including Salesforce, HubSpot, Snowflake, QuickBooks, Shopify, and Tableau.
???? Pull live data from 150+ connectors like Salesforce, Snowflake, and HubSpot into Sheets or Excel
???? Use =GPTX() functions and GPT Copilot to clean, query, and analyze spreadsheet data in plain English
???? Schedule hourly or daily refreshes and write changes back to source systems with two-way sync
???? Auto-generate formulas, pivot tables, and charts from text instructions
???? Publish web dashboards and send Slack or email alerts when key metrics change
Connects 150+ business systems to spreadsheets without code or engineering help
Two-way sync writes spreadsheet edits back to CRMs, databases, and accounting tools
GPT Copilot and =GPTX() functions reduce manual formula work for analysis tasks
Scheduled refreshes, alerts, and web dashboards keep teams on current data
Free plan and 30-day Pro trial lower the barrier to testing integrations
GPT Copilot and Alerts are not yet fully available on Excel
Free plan limits you to three data sources and manual refreshes only
Pro plan caps team size at five users; larger teams need Enterprise pricing
How do I install Coefficient in Google Sheets?
Click Get Started Free on coefficient.io, enter your work email, install the add-on from the Getting Started spreadsheet, then open Extensions > Coefficient > Launch in any spreadsheet.
Does Coefficient work with Microsoft Excel?
Yes. Coefficient offers an Excel add-in through Microsoft AppSource with data imports for all connectors. Alerts and GPT Copilot are still rolling out for Excel.
What does the free plan include?
The Free plan supports three standard data sources, imports up to 5,000 rows, 50 monthly import refreshes, on-sheet AI functions, and help center access. Paid plans add automated refreshes, larger imports, and team features.
Is there a free trial for paid plans?
Yes. Coefficient offers a full-featured 30-day free trial on the Pro plan. After the trial ends, you can upgrade or automatically move to the Free plan.
What data sources can I connect?
Coefficient supports 150+ integrations across CRM, marketing, finance, databases, and project management tools. Popular connectors include Salesforce, HubSpot, Snowflake, QuickBooks, NetSuite, Shopify, and Tableau.
Can teammates without a license view my data?
Yes. Anyone with spreadsheet access can view imported data, but only licensed users can edit imports or schedule automated refreshes.
How does Coefficient handle data security?
Coefficient follows Google security protocols and offers enterprise features like SSO, admin controls, and security reviews. See the Data Security page on coefficient.io for full details.