Gain Insights Into Your Close Data with Sourcetable

Let anyone on your team ask questions about your Close data in a familiar spreadsheet interface. Automate reporting, charting, and more. Connect Close with Sourcetable to get started.

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Transform Close Data into Business Insights

Sourcetable supercharges your Close data in a familiar spreadsheet interface.

Sync Without Code

Instantly access up-to-date Close data. Our automatic syncing pulls in real-time sales information, saving you hours of manual updates.

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Uncover Insights Fast

Reveal hidden opportunities with AI-powered queries and charts. Spot trends in customer interactions and sales patterns that drive growth.

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Automate Like a Pro

Build powerful reports using Excel formulas you already know. Create custom dashboards that update automatically, eliminating repetitive reporting tasks.

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Empower Your Team

Give everyone the ability to make data-driven decisions. Your team can analyze Close data without SQL knowledge, accelerating company-wide insights.

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Give your team the tools to unlock your Close data

AI Spreadsheet

Gain insights into your Close data using natural language queries with Sourcetable AI.

Data Tables

Make your Close data accessible. Use one of our 100+ integrations to sync your data in real-time.

Report Automation

Create reports that automatically update daily, weekly, or monthly as your data changes.

Business Intelligence

Ditch complex dashboards. Bridge the gap between your data and reporting software.

Export Close To CSV

Export any data out of Close into a CSV file, millions of rows at a time.

Start analyzing your Close data in Sourcetable

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Step 1

Connect Close to Sourcetable

Let Sourcetable talk to your Close account in real-time to Sourcetable. No coding skills required.

Step 2

Sync your Close data to a workbook

View your data in a workbook to create auto-updating spreadsheets and reports.

Step 3

Gain insights into your Close data

Answer any question about your Close data with Sourcetable's AI assistant.

Over 100+ data integrations to choose from

Unlock your data's full potential with Sourcetable. Automate reporting and analyze data from any app with Sourcetable AI.

Checkout out all of our integrations

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Give your team the power to ask questions about your Close data in a spreadsheet.

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Sourcetable Frequently Asked Questions

How do I analyze data?

To analyze spreadsheet data, just upload a file and start asking questions. Sourcetable's AI can answer questions and do work for you. You can also take manual control, leveraging all the formulas and features you expect from Excel or Google Sheets.

What data sources are supported?

We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (tsv), database data (MySQL, PostgreSQL, MongoDB), application data, and most plain text data.

What is the maximum file size?

Sourcetable supports files up to 10gb in size. Larger file limits are available upon request. For best AI performance on large datasets, make use of pivots and summaries.

Can I analyze spreadsheets with multiple tabs?

Yes! Sourcetable's AI makes intelligence decisions on what spreadsheet data is being referred to in the chat. This is helpful for tasks like cross-tab VLOOKUPs. If you prefer more control you can also refer to specific tabs by name.

Can I generate data visualizations?

Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. All visualizations are downloadable and can be exported as interactive embeds.

Is Sourcetable programmable?

Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write code for you.

Is there a discount for students, professors, or teachers?

Currently, Sourcetable is free for students and faculty, courtesy of free credits from OpenAI and Anthropic. Once those are exhausted, we will skip to a 50% discount plan.

Is this free?

Yes! By default all users receive a free trial with enough credits too analyze data. Once you hit the monthly limit, you can upgrade to the pro plan.





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Integrate Close With Sourcetable

Try Sourcetable to gain valuable insights from your Close data in a familiar spreadsheet interface.

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