Coefficient.io

Coefficient.io is a tool that connects your spreadsheets directly to your business data. It links Google Sheets and Excel to over 100 sources like Salesforce, QuickBooks, Snowflake, and Shopify, pulling live data into your familiar spreadsheet interface. You can then use this connected data to build commission trackers, financial forecasts, and marketing dashboards without writing any code.

What makes Coefficient.io stand out is its built-in AI. Once your data is in a sheet, AI agents help you clean messy entries, apply complex modeling for forecasting, generate qualified leads, and enrich records with web research. You're not just connecting data; you're analyzing and preparing it within the spreadsheet. The platform also lets you publish your spreadsheets as interactive web dashboards for your team and set up automated alerts in Slack or email when key numbers change.

This tool is built for business teams who live in spreadsheets but need better access to live data. Finance teams use it to automate month-end closes and multi-entity consolidation. Revenue operations teams build pipeline management and sales forecasting models. Marketing teams track return on ad spend and run lead generation campaigns. If your workflow involves copying and pasting data between systems and spreadsheets, Coefficient.io aims to eliminate that manual work.