AI TOOL PROFILE
Coefficient: AI Spreadsheet Extension for Google Sheets and Excel
- Productivity
- AI Assistant
- Sales Operations teams
- Marketing analysts
- Finance managers
- Revenue Operations (RevOps) leads
- Non-technical business users
Pricing
Coefficient offers a free plan for individuals. Paid tiers include Starter at $49/month and Pro at $99/user/month, with a 30-day free trial for the Pro plan. Enterprise volume discounts are available.
At a glance
- Best for
- Sales Operations teams, Marketing analysts, Finance managers, Revenue Operations (RevOps) leads, Non-technical business users
- Key use cases
- Automated Reporting, Data Cleaning and Formatting, Quick Data Analysis, Performance Tracking
- Integrations
- Salesforce, HubSpot, NetSuite, QuickBooks, Snowflake
- Official website
- Visit Coefficient official website
How AI is used
Coefficient is an extension for Google Sheets and Microsoft Excel designed to link spreadsheets directly to business systems. It connects to a wide range of data sources, allowing users to import and sync data without writing code.
The tool is intended for business users in roles like Revenue Operations, Finance, and Marketing who need to keep dashboards current. It includes a set of AI tools, known as GPT Copilot, which allows users to use natural language to create formulas and visualizations.
Beyond data imports, Coefficient supports two-way sync, meaning updates made in the spreadsheet may be pushed back to the source system. This helps teams manage records from within a spreadsheet interface.
Buyers should confirm which pricing tier they need based on their data volume. While there is a free version, automated refreshes and larger import sizes require a paid plan.
Key Features
Live Data Connections
Connects spreadsheets to over 150 business systems for data syncing.
GPT Copilot
An AI workbench that supports the use of natural language instructions to generate formulas, pivot tables, and charts.
Two-Way Write-Back
Supports pushing updates from the spreadsheet back into the connected source system.
=GPTX() Functions
Spreadsheet functions designed for cleaning, formatting, and querying data using AI.
Automated Data Refreshes
Schedules automatic updates for imported data to keep reports current.
Data Alerts
Sends notifications via Slack or email based on spreadsheet data triggers.
Use Cases
Automated Reporting
Connecting live data from CRM or Finance tools to keep dashboards updated without manual copying.
Data Cleaning and Formatting
Using AI functions to help standardize and deduplicate datasets within a sheet.
Quick Data Analysis
Generating pivot tables and visualizations using text commands.
Performance Tracking
Supporting performance views by blending live data with internal forecasts.
Integrations
- Salesforce
- HubSpot
- NetSuite
- QuickBooks
- Snowflake
- Looker
- Tableau
- Shopify
- Google Analytics
- MySQL
- PostgreSQL
FAQ
How do I install Coefficient?
- For Google Sheets, you can install it as an add-on via the extensions menu. For Excel, it is available through the Microsoft AppSource listing.
Is there a free version of Coefficient?
- Yes, there is a free plan available for individuals that includes 3 data sources, 5,000 row imports, and limited OpenAI API calls.
Does Coefficient work with both Excel and Google Sheets?
- Yes, it supports both platforms, though some features like GPT Copilot and Alerts are not yet available for the Excel version.
What is the difference between the Starter and Pro plans?
- The Starter plan is for individual users, while the Pro plan is for small teams and includes multi-user support, larger import/export sizes, and hourly auto-refreshes.
Source category: Productivity
Source subcategory: AI Assistant
More tools in Productivity
Other published listings in the Productivity category.
More tools in the AI Assistant software type
Related listings that share the same software type for comparison and shortlisting.
