We Build Your Reporting For You

Bring us the spreadsheets your team lives in: consolidations, management packs, house formats. We rebuild them as live Genius Sheets workbooks, connected to every entity.

Custom Workbook Buildout

  • Your existing reports, rebuilt on live data, with the same layouts and zero exports
  • Multi-entity consolidations with drill-down to the transaction
  • Reporting QuickBooks and Xero can't produce out of the box: partner schedules, fee calculations, property and fund rollups
Custom workbook buildout

Custom Data & Integrations

  • Third-party API connections into your reporting workflows
  • Feed your financials to Tableau, Power BI, or your own data stack
  • Automated delivery into the systems your team already uses
Custom data and integrations

Built by People Who've Done the Close

  • Decades of fintech and enterprise data platform experience
  • Every buildout runs on the Genius Sheets warehouse: transaction-level, refreshed daily
  • You own the workbooks; nothing is locked in a tool you can't open
Experienced team

Show Us Your Worst Spreadsheet

Tell us what you're rebuilding every month, and we'll show you what it looks like live.

Book a Demo