Coefficient

Point tool (no-code spreadsheet automation and live two-way data integration add-on for Google Sheets and Excel)

Operations, RevOps, FP&A/Finance, Sales, Marketing, and Data teams across enterprises and businesses of all sizes (general business productivity software, not trade- or contractor-specific)

Independent (privately held, venture capital-backed; Series A led by Battery Ventures)

2019

Coefficient utilizes a tiered subscription pricing model combining published pricing for entry and team tiers with custom quote-only pricing for Enterprise. Subscriptions are offered on monthly or annual billing terms (with annual billing providing ~17% savings).

Free: $0/month (1 user, 1 data source, 5,000 row import limit, manual refresh); Starter: $49/month billed annually or $59/month billed monthly (1 user, 3 data sources, 500 refreshes/month); Pro: $99/user/month billed annually or $119/user/month billed monthly (up to 5-10 users, 6 standard data sources, 5,000 refreshes/month, unlimited import size, hourly auto-refresh); Enterprise: Custom quote-only pricing for volume licensing, unlimited refreshes, and enterprise features.

Integrations and API capabilities are bundled into subscription tiers rather than charged as standalone add-on fees. Connector limits depend on the tier: Starter allows up to 3 standard data sources; Pro allows up to 6 standard data sources; Premium data sources (such as NetSuite, Sage Intacct, Snowflake, BigQuery, Databricks, Looker, Tableau, and SQL Server) require an Enterprise plan.

Coefficient operates as a self-serve, no-code spreadsheet add-on for Google Sheets and Excel with same-day setup and no mandatory implementation or onboarding fees for standard plans. Enterprise plans include dedicated onboarding, account management, and priority support.

Data managed via Coefficient can be exported through its write-back ('Export to...') feature, which pushes spreadsheet data back into external destinations such as Salesforce, HubSpot, QuickBooks, and SQL databases (BigQuery, Snowflake, PostgreSQL, MySQL) via manual execution or scheduled runs (hourly, daily, weekly). Additionally, data populated into Google Sheets or Excel can be extracted using native spreadsheet file downloads (CSV, XLSX), standard Google Sheets / Microsoft Excel APIs, or downloadable CSV export run history logs.

Coefficient (coefficient.io / Coefficient spreadsheet sync) is a business data connectivity and spreadsheet automation platform that links Google Sheets and Excel with databases, CRMs, and financial software. Its native AI capabilities focus entirely on spreadsheet reporting, data cleaning, and analytics automation, primarily through its AI Sheets Assistant (GPT Copilot) and Model Context Protocol (MCP) server implementation. It is a general-purpose spreadsheet sync tool, not a field service management platform, so it offers no trade-specific AI features like dispatching, estimating, call handling, or automated AP/AR invoicing.

None. Coefficient is a spreadsheet data integration tool rather than a field service management (FSM) software, and it provides no native AI dispatching, scheduling, or technician routing capabilities.

None natively for trade AP/AR automation or invoicing. Coefficient provides data connectors to import live financial data from platforms such as QuickBooks, NetSuite, Xero, and Stripe into Google Sheets or Excel, but it does not offer native trade/construction AI invoicing, automated billing workflows, or AP/AR processing.

Shipped/GA: Coefficient offers the 'AI Sheets Assistant' (originally launched as GPT Copilot on June 2, 2023, and updated as AI Sheets Assistant on May 29, 2025), an in-spreadsheet AI copilot powered by OpenAI, Claude, and Gemini. It enables custom =GPTX formulas, natural language chart/pivot generation, automatic data cleaning, and AI Web Dashboards (launched in 2026). Shipped/GA: Coefficient launched 'MCP for Google Sheets' (Model Context Protocol) on July 15, 2025, allowing LLMs to query live CRM and business data directly inside spreadsheets using native formulas.

Coefficient provides native, pre-built connectors for general accounting and financial management systems including QuickBooks Online, Sage Intacct, NetSuite, Xero, Stripe, FreshBooks, Zoho Books, and Chargebee. It does not offer native pre-built integrations for dedicated construction accounting ERPs (such as Foundation Software, Viewpoint Vista, or ComputerEase) or construction field/project management platforms (such as Procore, Buildertrend, or JobTread), though it connects to general project management tools (Asana, Jira, ClickUp, Trello, Smartsheet). Any integration between Coefficient and specialized construction accounting or field systems is third-party or custom, achieved via Coefficient's custom REST API/Webhook builder, direct database (SQL) connections, or file/CSV imports.

Coefficient maintains a public integration directory and partner catalog on its website (coefficient.io/integrations), organized by functional category (Finance/Accounting, CRM, Database/Warehouse, Project Management, etc.) with accompanying pre-built dashboard templates and playbooks. Coefficient is also published in third-party marketplace directories, including the Google Workspace Marketplace, Microsoft AppSource, Sage Intacct Marketplace, and Xero App Store.

Neither Agave (the unified API platform for construction and field services) nor Merge.dev (the unified API platform for B2B SaaS) offers an integration connector for Coefficient. Unified API providers build connectors for foundational systems of record (e.g., Procore, QuickBooks, Foundation, NetSuite) rather than spreadsheet synchronization extensions.

Accounting-agnostic. Coefficient is not an accounting system itself, but it supports syncing financial data from connected systems (such as QuickBooks and NetSuite) using either cash or accrual accounting methods.

Minutes. Setup and initial data syncing typically take under a minute to a few minutes via self-service spreadsheet add-ons.

No. Coefficient is a self-service, no-code Google Sheets and Microsoft Excel add-on that does not require a paid implementer or Value-Added Reseller (VAR).

Coefficient (coefficient.io) is a modern, venture-backed no-code data connectivity and spreadsheet automation platform. It enables automated, bi-directional data synchronization between spreadsheets (Google Sheets and Microsoft Excel) and over 100 business systems, including CRMs, accounting tools, and data warehouses (e.g., Salesforce, HubSpot, QuickBooks, Snowflake). While trade and construction contractors utilize Coefficient for bid pricing, contract tracking, and financial sync via templates, it operates as a horizontal data connector across RevOps, Finance, and Operations rather than a vertical-specific construction platform.

Coefficient reports serving over 700,000 spreadsheet app builders and more than 20,000 teams globally across multiple sectors. The exact subset of contractor or construction-specific customers is not publicly disclosed.