Genius Sheets
Genius Sheets Ai is a conversational AI tool built to answer all of your sales teams questions in seconds. Connecting to systems like Salesforce, Hubspot and Sn...
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What is Genius Sheets?
Genius Sheets is a financial reporting automation tool that seamlessly integrates QuickBooks Online and Xero with Microsoft Excel and Google Sheets. It pulls financial data directly from accounting software into spreadsheets, enabling users to create live data connections with nightly refreshes to ensure data is always up to date. The tool is powered by AI, featuring a reports creator that generates financial reports using only text prompts, eliminating the need for SQL or technical expertise.
Key features include end-of-period reporting, real-time financial model building, live dashboards, expense monitoring with drilldown capabilities, transaction-level data sync updated daily, consolidated reporting for multiple clients, custom budgets with real-time alerts, and unlimited QuickBooks/Xero connections under one login. The add-in allows users to pull data directly into specific cells using custom-built functions and combine line items to automate financial reporting processes.
Genius Sheets is built specifically for accountants, FP&A professionals, bookkeepers, CFOs, and financial consultants who manage multiple clients. It helps busy financial professionals eliminate endless export-copy-paste workflows, find the right data without frustration, and avoid dealing with outdated information. The tool enables users to take on more clients without working more hours by scaling their book of business quickly.
Genius Sheets pricing
Pricing model: Free
Starter Plan: $15/month for one user with one QuickBooks or Xero connection, includes live data connection, 20 queries per month, 20 category filters per month, QuickBooks & Xero integration. Additional users cost $10/month. Business Plan: $75/month for one user with up to 5 QuickBooks or Xero connections, includes live data connection, unlimited monthly queries, consolidated reporting, unlimited category filters. Additional users cost $10/month. Premium Plan: Usage-based pricing with bulk discounts, contact for pricing, includes live data connection, unlimited queries, consolidated reporting, unlimited category filters, custom integrations, and dedicated live support. Free trial: Two-week free trial with no credit card required. Accountant Partner Program: $15/month per connection. Team/enterprise plans available by contacting [email protected].
Genius Sheets pros
- Automates QuickBooks and Xero exports to Excel/Google Sheets
- AI-powered reports creator generates reports from text prompts
- Live data connections with nightly refreshes for up-to-date data
- Transaction-level data sync updated daily
- No SQL or technical background required
- Unlimited QuickBooks and Xero connections under one login
- End-of-period reporting made effortless
- Real-time financial model building capability
- Live dashboards with dynamic data loads
- Expense monitoring with drilldown to transaction level
- Custom budgets with real-time alerts
- Consolidated reporting for multiple clients
- Custom-built functions pull data into specific cells
- Save thousands of hours annually on managing books
- Integrate directly with QuickBooks Online, Xero, Excel, and Google Sheets
- On-demand data sync for real-time visibility
- Custom formulas buildable within spreadsheets
- Chat-based interface for data queries
- Intelligent Reporting Assistant for automated analysis
- 4.8/5 average rating from users
Genius Sheets cons
- Requires QuickBooks account and subscription (or Xero account)
- Only 20 queries per month on Starter plan
- 20 category filters per month limit on Starter
- Additional users cost $10/month extra on all plans
- No credit card required for free trial but contact needed to upgrade
- Premium plan requires contacting for pricing (not transparent)
- Future additional functionality may be paid features
- Excel/Google Sheets add-in installation required
- No self-payment option for enterprise plans
- Limited to accounting software integrations only
Frequently asked questions about Genius Sheets
Does Genius Sheets offer a free trial?
Yes! You can sign up with no credit card required for a two-week free trial. After the trial ends, you can contact [email protected] to upgrade to one of the paid tiers.
Do you offer team plans?
Yes, for larger teams and organizations we offer customized enterprise plans. Please reach out to [email protected] for more information about team pricing and_features.
What is your cancellation policy?
You can cancel a monthly subscription at any time. Simply send an email to [email protected] to cancel your subscription.
How do I get started?
Connect your account to QuickBooks or Xero on the dashboard page of the website. Then download either the Google Sheets or Excel add-in, install it, and grant access to your accounting account for instant access to your financial data.
Does Genius Sheets support Xero integration?
Yes, Xero is now fully supported alongside QuickBooks Online. You can connect one or many Xero organizations to Excel or Google Sheets the same way you would a QBO file, and mix Xero and QBO clients under a single login.
How often is data refreshed in Genius Sheets?
Genius Sheets automatically refreshes transaction-level data daily, giving you real-time visibility into your financial data. You can also perform one-click refresh for your models and reports once they are connected.
Can I manage multiple clients with Genius Sheets?
Yes, you can add unlimited QuickBooks and Xero connections under one login, allowing you to manage all your clients with ease and scale your book of business quickly without adding overhead or juggling separate tools.
What AI features does Genius Sheets include?
Genius Sheets is powered by AI with a reports creator that generates financial reports using only text prompts. It also includes an Intelligent Reporting Assistant and a chat-based interface that lets you communicate directly with your data, asking questions and receiving instant responses with data source information.
Do I need technical skills to use Genius Sheets?
No SQL or technical background is required. Genius Sheets generates reports from simple text prompts, and you can create reports and analyses by asking questions through the chat-based platform, making data accessible to everyone.
Where can I learn more about using Genius Sheets?
Check the onboarding guide on the website which has detailed instructions on how to get started and best practices for using the tool. You can also watch the walkthrough video and the guide on building live reports for real-time data.