Accountants, FP&A Pros, Bookkeepers & CFOs
Take On More Clients Without Working More Hours
Genius Sheets connects QuickBooks Online and Xero to Excel and Google Sheets so accountants and fractional CFOs can automate reporting across every client — no more export-copy-paste, no more manual updates.
We Help Busy Financial Professionals...
- Struggling to scale reporting across a growing client list?
- Fed up with endless export-copy-and-paste for every client?
- Done with the hassle of QuickBooks Spreadsheet Sync or Xero's manual exports?
- Tired of chasing down outdated numbers?
Automate, Sync & Streamline Your Data
GeniusSheets is the best solution 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 designed to make your financial analysis and reporting work.
Native Integrations
We integrate directly with QuickBooks Online, Xero, Google Sheets, and Excel to create seamless data integrity across all platforms.
On-Demand Data Sync
We automatically update your transaction-level-data every day, giving you real-time visibility into your financial data.
Grow Your Client Base Without Limits
Connect unlimited QuickBooks and Xero accounts under one login — take on new clients without adding overhead or juggling separate tools.
Automate Your Financial Reporting in 3 Easy Steps
Start Your Free Trial
Select your plan and fill out our onboarding questionnaire before jumping into the platform.
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 to enjoy a constant flow of accurate, complete financial data.
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 QBO 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 QBO 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
These FAQs should help clarify how our platform can streamline and enhance your financial planning experience.
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.
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.