Accountants, FP&A Pros, Bookkeepers & CFOs
Scale Clients, Not Hours
New Xero integration is now live — connect your Xero orgs alongside QuickBooks Online.
Connect QuickBooks Online and Xero to Excel and Google Sheets, and automate reporting across every client. No more exports, no more manual updates.
Built for Busy Financial Pros
- Struggling to scale reporting across a growing client list?
- Fed up with endless export-copy-and-paste for every client?
- Done wrestling with QuickBooks Sync and Xero exports?
- Tired of chasing down outdated numbers?
Automate, Sync & Streamline Your Data
The best tool for:
- End-of-period reporting
- Building financial models in real-time
- Live dashboards
- Expense monitoring and drilldown
- Manage and plan debt repayment
- Custom budgets and alerts
"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."
Built Specifically For Finance Professionals
Tools built to make financial analysis and reporting effortless.
Native Integrations
We integrate directly with QuickBooks Online, Xero, Google Sheets, and Excel for seamless data integrity across platforms.
On-Demand Data Sync
We refresh transaction-level data daily, so you always see real-time numbers.
Unlimited Clients, One Login
Connect unlimited QuickBooks and Xero accounts under one login — take on new clients without adding overhead or juggling separate tools.
Get Started in 3 Steps
Start Your Free Trial
Pick a plan and complete a short onboarding questionnaire.
Install Our App
Install our app within Excel or Google Sheets, and grant access to your QuickBooks or Xero account for instant access to your financial data.
Get Financial Clarity
Pull automated reports and build custom formulas — always accurate, always current.
What Our Users Say
"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."
"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."
"Now let's talk about @GeniusSheets. All I can say about it is that it's... genius!"
Simple, Transparent Pricing
Starter
One user, one QuickBooks or Xero connection
$10/mo for additional users
Get Started- Live Data Connection
- 20 Queries per month
- 20 Category Filters per month
- QuickBooks & Xero Integration
Business
One user, up to 5 QuickBooks or Xero connections
$10/mo for additional users
Get Started- Live Data Connection
- Unlimited Monthly Queries
- Consolidated Reporting
- Unlimited Category Filters
- $10/mo For Additional Users
Premium
Usage-based pricing with bulk discounts
Custom quote for your team
Contact Us- Live Data Connection
- Unlimited Queries Per Month
- Consolidated Reporting
- Unlimited Category Filters
- Custom Integrations
- Dedicated Live Support
Frequently Asked Questions
Everything you need to know before getting started.
Yes! You can sign up with no credit card down for a two-week free trial. To upgrade, contact us at info@geniussheets.us.
Yes, for larger teams and organizations we offer customized enterprise plans. Contact info@geniussheets.us to learn more.
You can cancel a monthly subscription at any time. Simply send an email to info@geniussheets.us.
Yes — Xero is now fully supported alongside QuickBooks Online. Connect one or many Xero organizations to Excel or Google Sheets the same way you would a QBO file, and mix Xero and QBO clients under a single login.
Connect your account to QuickBooks or Xero on the dashboard page of the website, then download either the Google Sheets or Excel add-in.
Check out our onboarding guide for detailed instructions on getting started with Genius Sheets.