We Help Busy Financial Professionals...

Fed up with endless Export-copy-and-paste?
Frustrated by constant searches for the right data?
Done with the hassle of QuickBooks Spreadsheet Sync?
Tired of dealing with outdated information?
Get Instant Relief

Automate, Sync & Streamline Your Data

GeniusSheets is the best solution for
- End-of-period reporting
- Building financial models in real-time
- Live dashboards
-Expense monitoring and drilldown

Manage and plan debt repayment
Set custom budgets and receive real-time alerts
Automatically track and categorize your expenses
Learn More

"Genius Sheets is incredible. Updating models in Google Sheets or Excel to provide strategic advice is literally 1/3 of what I do, and this product has cut the time I spend doing this way down! Amazing ROI for any accountant."

Courtney, United States

Built Specifically For Finance Professionals

Tools designed to make your financial analysis and reporting work.

native Integrations

We integrate directly with QuickBooks Online, Google Sheets, and Excel to create seamless data integrity across all of your platforms.

On-Demand Data Sync

We automatically update your transaction-level-data every day, giving you real-time visibility into your financial data.

Unlimited Sub Accounts

Add unlimited QuickBooks connections so you can manage all of your clients with ease and scale your book of business quickly.

How it works

Automate Your Financial Reporting in 3 Easy steps

1

Start Your Free Trial

Select your plan and fill out our onboarding questionnaire before jumping into the platform.

2

Install Our App

Install our app within Excel or Google Sheets, and grant access to your Quickbooks giving you instant access to your financial data.

3

Get Financial Clarity

Pull automated reports and build custom formulas to enjoy a constant flow of accurate, complete financial data.

Average 4.8/5 Rating

Understand Our Impact.

Simple, Affordable Pricing That Grows With Your Needs

We can now do in sheets with fewer steps, more dynamic data loads, and gain time back while delivering information needed for shareholders and other parties.

Ben
LevelData

’’OMG this is Genius!  Absolutely BRILLIANT!!

Denise
Controller

Now let’s talk about @GeniusSheets

All I can say about it is that it’s… genius!

Seth David
Nerd Enterprises
Pricing

Simple Pricing For Financial Professionals

We’ve designed our solutions to support every stage of your growth. With us, launching a SaaS showcase is faster and easier than ever.

Starter Plan
$0
Accountant Partner Program ($15/Month/Connection)
Live Data Connection
20 Queries per month
Quickbooks Integration
Business Plan
$79/month
Tailored for larger teams and enterprises
Live Data Connection
Unlimited Monthly Queries
Quickbooks Online
Chat-based Interface
User Slack Channel
Intelligent Reporting Assistant
Premium Plan
Contact Us
For freelancers and their clients
Live Data Connection
Unlimited Queries Per Month
Consolidated Reporting
Unlimited Category Filters
Custom Integrations
Dedicated Live Support
Starter Plan
$9/mo
Accountant Partner Program ($15/Month/Connection)
One User QBO Connection
Live Data Connection
20 Queries per month
Business Plan
$79/mo
Tailored for larger teams and enterprises
Up to 5 User QBO Connections
Live Data Connection
Unlimited Monthly Queries
Consolidated Reporting
Unlimited Category Filters
Premium Plan
Contact Us
For freelancers and their clients
Unlimited Connections
Live Data Connection
Unlimited Queries Per Month
Consolidated Reporting
Unlimited Category Filters
Custom Integrations
FAQ

frequently Asked Questions

These FAQs should help clarify how our platform can streamline and enhance your financial planning experience.

Does Genius Sheets offer a free trial?

Yes! You can sign up with no credit card down for a two-week free trial. After that you can contact us at info@geniussheets.us to upgrade to one of the paid tiers

Do you offer team plans?

Yes, for larger teams and organizations we offer customized enterprise plans. Please reach out to info@geniussheets.us for more info.

What is your cancellation policy?

You can cancel a monthly subscription at any time. Simply send an email to info@geniussheets.us

How do I get started?

Connect your account to QuickBooks on the dashboard page of the website. then download either the Google Sheets or Excel add-in.

Where can I go to learn more?

Check our our onboarding guide here that has more detailed instructions on how to get started and best use the tool.

what are you waiting for?

Automate, Sync & Streamline Your Data