Genius Sheets is a Finance tool that automates financial reporting by seamlessly integrating QuickBooks Online with Excel and Google Sheets. It helps users save thousands of hours on managing books and building financial models.
Genius Sheets streamlines financial reporting for accountants, FP&A professionals, bookkeepers, and CFOs by automating the integration of QuickBooks Online data into Microsoft Excel and Google Sheets. This tool eliminates the need for manual export-copy-and-paste, constant data searches, and dealing with outdated information. It's designed for end-of-period reporting, building real-time financial models, creating live dashboards, and managing expenses. Key features include native integrations with QuickBooks Online, Google Sheets, and Excel, on-demand data sync for real-time visibility, and the ability to add unlimited QuickBooks connections for managing multiple clients. Genius Sheets offers a free trial and various plans to support different stages of growth, from individual users to larger teams and enterprises.
Best used for
Ideal for accountants, bookkeepers, and financial professionals who need to automate financial reporting, build real-time financial models, and create live dashboards. Especially valuable for those managing multiple client accounts and seeking to streamline data from QuickBooks into Excel or Google Sheets.
Common actions
automate financial reporting
sync financial data
build financial models
create live dashboards
manage expenses
financial modelingSaaSFinancial reportingfinance teamsmonth-end closeGoogle SheetsExcelEnterprisequickbooks onlinefintech+ 5 more
Capabilities
Key features
QuickBooks Online integration
Excel integration
Google Sheets integration
On-demand data sync
Unlimited QuickBooks connections
Custom formulas
Consolidated reporting
Target Audience
accountantbookkeeperfreelancersmall business owner
Integrations
quickbooks-onlinegoogle-sheetsmicrosoft-excel
Pricing & Plans
Freemium · Paid · Enterprise
Starter Plan
FAQs
Does Genius Sheets offer a free trial?
Yes, Genius Sheets provides a two-week free trial that does not require a credit card to sign up. After the trial period, users can contact the company to upgrade to one of the available paid plans.
What is the pricing for the Accountant Partner Program?
The Accountant Partner Program costs $15 per month per connection. This plan includes live data connection, 20 queries per month, and QuickBooks integration, designed for professionals managing multiple client accounts.
Can I manage multiple QuickBooks accounts with Genius Sheets?
Yes, Genius Sheets allows you to add unlimited QuickBooks connections, making it easy to manage all your clients' books. This feature is particularly beneficial for accountants and bookkeepers looking to scale their business.
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