For Finance Teams Running Several Sets of Books
Stop Preparing the Numbers. Start Reviewing Them.
New Xero is live. Mix QuickBooks Online and Xero entities under one login.
Genius Sheets connects the Excel or Google Sheets workbook you already use to every QuickBooks Online and Xero entity you manage, and keeps it current in near real-time. Each month the reports are already prepared, and your job is the review. No exports. No copy-paste.
Still Preparing Every Report by Hand?
- Exporting each entity and pasting it into the same workbook, every month?
- Re-mapping accounts every time a chart of accounts changes?
- Tying out 5, 15 or 30 sets of books before anyone can review them?
- Maintaining a fragile master spreadsheet that breaks every close?
Genius Sheets Prepares. You Review.
Every finance team splits the work between a preparer and a reviewer. Set your workbook up once, or have our team do it, and Genius Sheets takes over the preparing, in the layout you already use:
- Every entity's numbers pulled into your workbook and kept current
- Consolidated reporting across every entity, with entity and property-level rollups
- Prior-year and budget vs actual comparisons, with variance, in your layout
- Management report packs in your own format, not a canned template
- Drill from any number to the transaction behind it, so review is quick
- Daily checks on your books that flag what needs your attention
"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 built to make financial analysis and reporting effortless.
Native Integrations
Direct connections to QuickBooks Online and Xero, delivered straight into Excel and Google Sheets. No middleware, no exports.
A Real Financial Warehouse
Transaction-level data, kept current in near real-time across every entity. Your reports recalculate themselves, so you stop chasing numbers.
Unlimited Entities, One Login
Connect every QuickBooks and Xero file (operating companies, properties, funds, clients) under one login. Adding entity #30 is as easy as #1.
Review-Ready in 3 Steps
Start Your Free Trial
Create your account and connect your QuickBooks Online and Xero entities. No credit card required.
Connect Your Workbook
Install the add-in for Excel or Google Sheets and link your existing reports to live data, in your own layout. On Enterprise plans, our team can set it up for you.
Review, Don't Prepare
Each month your workbook is already current. Check the numbers, drill into anything that looks off, and send it.
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 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
Enterprise
Teams and 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
Frequently Asked Questions
Everything you need to know before getting started.
Send us a workbook you prepare by hand today. Within 48 hours you get it back marked up, showing which parts Genius Sheets can prepare for you and which still need your judgment. It is free and there is no obligation. Request one here.
As many as you manage. Enterprise plans connect every QuickBooks Online and Xero file under one login, and you can mix the two freely.
Yes, a two-week free trial with up to 2 connections, no credit card required. Upgrade anytime from your account.
Yes. Connect Xero organizations the same way you would a QBO file, on every plan.
Cancel anytime. Manage your plan from your account, or email info@geniussheets.us.
Connect QuickBooks or Xero from your dashboard, install the Excel or Google Sheets add-in, and start pulling live data. See the quickstart guide for a walkthrough.
Free 48-Hour Workbook Teardown
Tell us about the one report you dread preparing each month. We'll reply with where to send the workbook. Within 48 hours of receiving it, you get it back marked up: what Genius Sheets can prepare for you, and what still needs your judgment. Free, with no obligation.