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.
We rebuild your existing reporting (consolidations, prior-year comparisons, management packs, house formats) as live Genius Sheets workbooks. Reporting season stops being a sprint.
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.
Cancel anytime. Manage your plan from your account, or email info@geniussheets.us.