Automated

All of your reports - at your fingertips

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Live Data

Stop worrying about manually copying and pasting data from various data sources in your reporting  process

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Dig Deeper

Drilldown on line items in your model or reports right from your existing spreadsheets while using our custom formulas

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Fully customizable

Integrate Genius Sheets live data connections into any existing financial report or analysis you already built for clients

Quickly compare any of your reports

Use Genius Sheets Live Data Connection

Instantly refresh linked data between your spreadsheets in Excel and Google Sheets. Overnight data sync for Google Sheets users.

Nativate your financials

One-click refresh for your reports and financial statements once they are connected to Genius Sheets

Create customized reports by class, location, or even customer

Live data connections between any of your customized
reports from QuickBooks Online

Rolling Financial Statements

Sync your financial statements directly to the underlying data in QuickBooks Online

Budget to Actuals

Easily maintain budget to actuals using Genius Sheets custom formulas

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