Coefficient for Excel

#Data

Product information

Coefficient for Excel is a powerful tool designed to enhance data connectivity and automation within Microsoft Excel. Building on the success of its Google Sheets counterpart, which boasts over 300,000 installs and a consistent 5-star rating, Coefficient now extends its capabilities to Excel users. This tool facilitates live connections to over 60 business systems, enabling two-way syncing, automatic data refreshes, and scheduled alerts, all powered by AI.

Users can import data from various systems into Excel with a single click, apply robust data filters, and create live pivot tables directly from their cloud systems. Coefficient simplifies the process of sharing and updating data by allowing users to refresh data automatically, share up-to-date visualizations and reports, and utilize pre-built dashboard templates.

Moreover, Coefficient supports direct data updates from spreadsheets, including auto-mapping fields and bulk data updates, which is currently available for systems like Salesforce, HubSpot, Snowflake, MySQL, PostgreSQL, and SQL Server. Users can also monitor reports and KPIs through Slack and email alerts, receiving notifications when specific values or conditions change, and daily or weekly digests highlighting important changes.

With Coefficient, users experience a significant reduction in manual data handling and errors, gaining access to real-time reports and dashboards, and ultimately improving productivity and accuracy in their data management tasks.

Pricing

Coefficient offers four pricing plans: Free, Starter, Pro, and Enterprise. The Free plan is $0/month, allowing 3 data sources, 1 account per source, and basic features with limited AI functions. The Starter plan costs $49/month, offering 5 accounts per source, daily auto data refreshes, and more extensive AI capabilities. The Pro plan, priced at $99 per user/month, includes 6 data sources, 10 accounts per source, hourly auto data refreshes, and multi-user support for up to 10 users. The Enterprise plan offers custom pricing with unlimited features, admin controls, custom SSO, and dedicated support. Discounts are available for startups, non-profits, and annual payments.