Your Personal AI Data Assistant

Paid

Automated reporting and real‑time modeling in Excel and Google Sheets—powered by live QuickBooks data.

#Fintech#SaaS#Excel#Google Sheets#financial reporting#financial modeling#QuickBooks Online#accountants#advisors#CFOs#finance teams#month-end close#dashboards#transaction monitoring#enterprise

Starting Price

$15/mo

Type

Saas

Company

Genius Sheets

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About Your Personal AI Data Assistant

Genius Sheets is a fintech SaaS add-in for Excel and Google Sheets that automates financial reporting and real-time modeling by connecting directly to QuickBooks Online and Xero. It eliminates manual exports and copy-paste by syncing transaction-level data daily into live spreadsheets, enabling consolidated reporting across unlimited entities (operating companies, properties, funds, clients) under one login. Users can build custom formulas (e.g., GS.IS, GS.BS, GS.CF) to pull financials into any cell, create management report packs in their own formats, drill down to individual transactions, and set custom budgets with alerts. Trusted by finance teams managing $430m+ in revenue, it serves family offices, holdcos, fractional CFOs, multi-client firms, and enterprise finance teams who need scalable, automated reporting without leaving Excel or Google Sheets.

Key Features

Seamless integration with Microsoft Excel, Google Sheets, and QuickBooks Online

Automated financial reporting and month‑end close workflows

Daily, transaction‑level data syncing for near real‑time visibility

Live dashboards and auto‑refreshing reports in spreadsheets

Expense monitoring with category and transaction drilldown

Real‑time financial modeling directly in Excel/Sheets

Custom budgets with configurable alerts

Unlimited QuickBooks Online connections for multi‑client management

Automatic expense tracking and categorization

Custom formula building for personalized reports and visualizations

Pros & Cons

Pros

Eliminates manual exports and copy-paste by pulling live data directly into spreadsheets
Saves significant time on monthly reporting and modeling (users report up to 1/3 time savings)
Supports multi-entity consolidation with unlimited QuickBooks and Xero connections under one login
Data refreshes daily with transaction-level granularity for real-time visibility
Allows drill-down from any number to the underlying transaction in spreadsheets
Works in familiar Excel and Google Sheets environments – no new interface to learn
Now supports both QuickBooks Online and Xero, with ability to mix entities from both platforms
Free 14-day trial available with no credit card required

Cons

Starter plan (lowest tier) limits queries to 20 per month and category filters to 20, which may be restrictive for active users
Only integrates with QuickBooks Online and Xero – no support for other accounting platforms like Sage, NetSuite, or desktop versions
Requires a spreadsheet add-in (Excel or Google Sheets) – no standalone web dashboard for reporting
Additional users cost $10/month each, which can add up for larger teams on the Business plan
Firm (multi-entity) plan pricing is custom and may be expensive for small firms with many entities

Best For

Accountants: Automate end‑of‑period reporting packs in Excel or Sheets using daily synced QuickBooks data.Advisors/Bookkeepers: Manage multiple clients with unlimited QuickBooks connections and standardized reporting templates.CFOs: Build live executive dashboards and KPIs that refresh automatically without manual exports.FP&A teams: Run real‑time financial models directly in spreadsheets with custom formulas linked to source data.Controllers: Accelerate month‑end close with automated data pulls and transaction‑level drilldowns.Budget owners: Set custom budgets, monitor variances, and receive alerts as data updates daily.Multi‑entity firms: Consolidate and report across many QuickBooks files using unified spreadsheet models.Operations managers: Track and categorize expenses automatically for vendor and department‑level visibility.Advisory practices: Deliver recurring, branded client dashboards in Google Sheets or Excel with live numbers.Finance consultants: Spin up bespoke analyses quickly with custom formulas and transaction‑level detail from QuickBooks.