One Entity or Thirty, Priced for Both
Every plan includes live QuickBooks Online and Xero data in Excel and Google Sheets. Firm plans add unlimited entities and consolidated reporting.
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
Firm
Family offices, holdcos & firms managing many entities
Custom pricing based on entities and seats
Book a Demo- All Your QuickBooks & Xero Entities
- Consolidated Multi-Entity Reporting
- Unlimited Queries
- Custom Report Buildout With Our Team
- Priority Support
- Custom Integrations Available
Frequently Asked Questions
Firm plans are priced on the number of entities and seats you need. Connect every QuickBooks Online and Xero file you manage (operating companies, properties, funds, or clients) under one login, with consolidated reporting across all of them. Book a demo for a quote.
Custom ERP, reporting, and data warehousing on QuickBooks and Xero: partner schedules, consolidations, modeled data layers, and integrations. Scoped per engagement; see Services for detail.
Yes, a two-week free trial with up to 2 connections, no credit card required. Upgrade anytime from your account.
Yes, every plan includes Xero on the same terms as QuickBooks Online, and you can mix the two.
Yes. If you know a team running books across several entities (family offices, holdcos, PE-backed groups, or fractional CFO firms), we pay a 15% referral fee on their first year once they become a paying customer. A quick intro is all it takes. Prefer credit instead? We can apply it to your own account. See the referral program for details, or email info@geniussheets.us.
Cancel anytime. Manage your plan from your account, or email info@geniussheets.us.