We Set It Up. You Review.
QuickBooks and Xero stay your ledger, and your workbook stays your workbook. Send us the reports you prepare by hand and our team connects them to live books across every entity: partner schedules, fee calculations, consolidations, and lender packages, without a migration.
Your Workbook, Prepared for You
- It starts with a free 48-hour teardown: we mark up what can be prepared for you and what still needs your judgment
- We map your existing layout to every entity's books, so your house format doesn't change
- Reports the ledger can't produce: partner capital schedules, management-fee calculations, property and fund rollups, lender packages
Numbers You Can Trace
- Transaction-level data across every connected QuickBooks and Xero entity, kept current in near real-time
- Drill from any figure in your workbook to the transactions behind it, so review is quick
- Custom data work when a report needs more than the ledger holds
QuickBooks Stays the Ledger
- No migration and no rip-and-replace: we sit above QBO and Xero, where the bottleneck usually is
- Built on the same Genius Sheets platform our multi-entity customers run on every month
- Scoped engagements by people who've done the close, not open-ended consulting
Send Us Your Workbook
Start with the one report you dread preparing each month. Within 48 hours we show you what Genius Sheets can prepare for you.
Request a Free Teardown