One Entity or Thirty, Priced for Both
Every plan includes live QuickBooks Online and Xero data in Excel and Google Sheets. Enterprise plans add unlimited entities and consolidated reporting.
Starter
One user, one QuickBooks or Xero connection
$10/mo for additional users
Full alerts: $5/mo per connection
- Live Data Connection
- 20 Queries per month
- 20 Category Filters per month
- QuickBooks & Xero Integration
- Basic Alerts Included
Business
One user, up to 5 QuickBooks or Xero connections
$10/mo for additional users
Full alerts: $5/mo per connection
- Live Data Connection
- Unlimited Monthly Queries
- Consolidated Reporting
- Unlimited Category Filters
- Basic Alerts Included
Enterprise
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
- Full Alerts on Every Entity
- Priority Support
- Custom Integrations Available
Frequently Asked Questions
Enterprise 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.
Genius Sheets checks your books every day and flags problems on your Alerts page. Basic alerts are included with every plan and cover low cash, a bank account below zero, a month closed at a loss, and a connection that needs attention. Full alerts add budget variance, cash runway for each company and across all of them, gross margin drops, expense spikes, unusually large expenses, and receivables growing faster than revenue, with thresholds you can adjust. Full alerts are $5/month per connection, added or removed anytime from your account, and are included in Enterprise plans.
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.
That is a Google permissions error, not a problem with your Genius Sheets account. It means the Google account viewing the spreadsheet has not granted the add-on the access it needs. The usual cause is being signed in to more than one Google account at once, so Google runs the add-on as a different account than the one that installed it. Open the spreadsheet in an Incognito window signed in to only the account you want to use, then choose Extensions, Genius Sheets, Main Menu from the top menu and accept the Google permission prompt. For the full checklist, including what to do on a work Google Workspace account, see the troubleshooting FAQ.