What Coefficient does

Coefficient (legal entity Coefficient Works, Inc., incorporated in Delaware) is a private software company that provides a no-code data connectivity, automation, and workflow platform delivered as add-ons for Google Sheets and Microsoft Excel. Founded in 2021 and headquartered in San Mateo, California, the company offers 150+ pre-built data connectors covering CRM (Salesforce, HubSpot, Pipedrive), marketing automation (Google Analytics, Google Ads, Meta Ads, LinkedIn Ads), data warehouses (Snowflake, BigQuery, Redshift), databases (PostgreSQL, MySQL, SQL Server, MongoDB), accounting (QuickBooks, NetSuite, Xero, Sage Intacct), payments (Stripe, Chargebee), e-commerce (Shopify), and BI tools (Tableau, Looker). The platform supports two-way synchronization with write-back to source systems, automated refresh scheduling, and historical data snapshots.

Coefficient's core technology is a multi-agent AI architecture: an Import Agent maintains data sync, an API Agent builds custom API and MCP server connections, a Browser Agent scrapes websites without APIs, a Sheets Assistant handles natural-language data cleaning, modeling, forecasting, and pivot creation, a Dashboard Agent builds interactive live web dashboards, and a Monitoring Agent triggers Slack and email alerts on metric thresholds. The platform is SOC 2 Type II certified, supports SSO (Okta, Azure AD, Google Workspace, OneLogin) with role-based access control, and is GDPR-compliant. Coefficient uses a freemium self-serve PLG motion supplemented by an inside-sales enterprise overlay, with Pro tier subscription pricing not publicly disclosed. Distribution runs through Google Workspace Marketplace and Microsoft AppSource, complemented by SEO, content marketing, a Slack community, and a Template Gallery of pre-built dashboards and calculators. The company has raised approximately $42.6 million across seed (Foundation Capital, 2021), Series A (Battery Ventures, 2022), and a Form D exempt offering (2023), and has been named a G2 Grid Leader across multiple categories. Note: A separately reported April 2026 acquisition of 'Coefficient Bio' by Anthropic for ~$400M refers to a distinct biotech-AI entity and not to the spreadsheet platform.

Name

Coefficient

Legal name

Coefficient Works, Inc.

Website

https://coefficient.io

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Coefficient is a no-code data platform that connects 150+ business systems to Google Sheets and Excel via AI-powered agents, enabling real-time reporting, two-way sync, and automated workflows for RevOps, Finance, Marketing, and BI teams.

Ownership category

akta.pro rank

Product category

Spreadsheet Data Integration and Analytics

NAICS

Software Publishers (5132), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)

SIC

Services-Prepackaged Software (7372), Services-Computer Processing & Data Preparation (7374)

akta.pro primary industry

iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)

akta.pro secondary industry

Enterprise Reporting & Pixel-Perfect Reporting (HDAEAMAB)

Keywords

• Spreadsheet data connectors
• No-code data integration
• Spreadsheet automation software
• Two-way data synchronization
• AI spreadsheet assistant

Headquarters

HQ city

Palo Alto

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Subscription - Pro Tier: SaaS subscription model offering Pro tier with full access to all features. Free trial available without credit card. Premium integrations (Snowflake, NetSuite, Tableau, BigQuery, MS SQL Server) marked as premium features suggesting tiered pricing.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels6 records

Core offering

Coefficient is a no-code data platform delivered as Google Sheets and Microsoft Excel add-ons that connects live business data from 150+ systems (CRMs, marketing tools, data warehouses, databases, accounting, BI) directly into spreadsheets. It enables two-way data synchronization, AI-powered data cleaning and modeling, automated dashboard creation, and threshold-based alerting for business teams in finance, RevOps, marketing, and analytics.

Product overview

Coefficient is a unified no-code data platform that delivers its core functionality as add-ons for Google Sheets and Microsoft Excel. The platform's core product consists of 150+ pre-built data connectors (Import Agents) that enable two-way sync between spreadsheets and business systems including CRMs (Salesforce, HubSpot, Pipedrive), marketing platforms (Google Analytics, Meta Ads, LinkedIn Ads), data warehouses (Snowflake, BigQuery, Redshift), and accounting tools (QuickBooks, NetSuite, Xero). AI capabilities are delivered through multiple agent types: Sheets Assistant handles natural language data operations (cleaning, modeling, pivots), while Dashboard Agent and Monitoring Agent automate reporting and alerting. The platform also includes API Agent for building custom connections and Browser Agent for web scraping. The product portfolio is complemented by a Template Gallery offering pre-built dashboard templates and calculators. The company was acquired by Anthropic in April 2026 (Coefficient Bio), though the spreadsheet automation product continues as a standalone offering.

Differentiator

Problem solved

Functional benefit

Products and services

• Google Sheets Add-on Primary product delivery as a Google Sheets add-on enabling one-click connections to 150+ business systems with two-way sync, auto-refresh, and data snapshots. Used by business teams for real-time reporting and automation.
• Microsoft Excel Add-on Excel add-on providing the same data connector and AI capabilities as the Google Sheets version, enabling live data connections and automated reporting in Excel.
• Sheets Assistant

Quantifiable outcome

• Month-end close reduced from 10 days to 3 days
• +2 more outcomes

Named customers6 records

Segments4 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration46 records

AI capability6 records

Feature11 records

Partnerships

Four partnerships are on record, tiered core.

• SnowflakecoreTechnology or IntegrationSnowflake Technology Partnership - Coefficient is a certified Snowflake technology partner offering native integration with visual query builder and two-way sync to Snowflake data warehouse.
• SalesforcecoreTechnology or IntegrationSalesforce App Partner - Coefficient is a certified Salesforce AppExchange partner providing two-way sync with Salesforce objects, reports, and SOQL queries.
• HubSpotcoreTechnology or IntegrationHubSpot App Partner - Coefficient is a certified HubSpot Marketplace partner providing two-way sync with HubSpot contacts, deals, companies, and custom objects.
• QuickBookscoreTechnology or IntegrationQuickBooks integration partner providing two-way sync with QuickBooks Online financial data including P&L, Balance Sheet, transactions, and invoices.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Klipfolio: Klipfolio offers dashboards and metrics connectivity from business systems into spreadsheets and dashboards. Comparable in serving ops/marketing teams needing live data in familiar tools.
• Geckoboard: Geckoboard provides live dashboards pulling data from business systems (CRM, support, analytics) for KPI monitoring. Comparable in serving RevOps and sales leaders who need real-time metric visibility, often using spreadsheets or dashboard outputs.
• Supermetrics: Supermetrics is a direct competitor offering data connectors from marketing, sales, and finance platforms into Google Sheets, Excel, and BI tools. Very similar target audience (RevOps, marketing, finance) and product-led distribution through marketplace listings.
• Windsor.ai: Windsor.ai connects marketing, sales, and CRM data to Google Sheets, Excel, Looker Studio, and BI tools. Closely comparable as a spreadsheet-first data connector platform targeting marketers and analysts.
• Porter Metrics: Porter Metrics provides no-code data connectors from business systems (CRM, ads, finance) into Google Sheets and Excel with automated reporting. Directly comparable in product scope, target market, and connector-first approach.

Broad incumbents

• Fivetran: Fivetran is an established data integration platform with managed connectors to warehouses. Competes with Coefficient's Import Agent for the data movement layer, though Fivetran targets data teams rather than business users in spreadsheets.
• Airbyte: Airbyte is an open-source data integration platform with hundreds of connectors targeting data engineers. Comparable connector ecosystem but different end user (data teams vs. business users in spreadsheets).
• Zapier: Zapier is a broader workflow automation and integration platform with thousands of app connectors. While not spreadsheet-native, it competes for the same "connect business systems without code" use case and serves a similar SMB-to-mid-market base.
• Airtable: Airtable is a spreadsheet-database hybrid platform widely used by ops and GTM teams. Competes for the same "non-technical team database" use case, with deeper views and automations natively built in.

Emerging players

• Hex: Hex is an AI-powered analytics workspace for data teams combining notebooks, data apps, and SQL/Python. Competes for analyst workflows that might otherwise happen in spreadsheets, with overlapping customer segments in RevOps and finance.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@coefficientio
• LinkedInlinkedin.com/company/coefficientworks
• Instagraminstagram.com/coefficient.io
• Xx.com/coefficient_io

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds3 records

Investors3 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Coefficient