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

Type

Saas

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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, real‑time financial modeling, and daily QuickBooks Online data syncing so accountants, advisors, CFOs, and finance teams can streamline month‑end close, build live dashboards, and monitor expenses at transaction level—scaling from solo practitioners to enterprise teams.

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

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.

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