Genius Sheets

ATTN: Accountants, FP&A Pros, Bookkeepers & CFOsAutomate & StreamlineYour Financial ReportingSeamlessly integrate Microsoft Excel Google Sheets & QuickBooks Online to save thousands of hours a year on managing yours & your clients' books.Start For FreeChat With usTrusted To Manage $430m+ of RevenueWe Help Busy Financial Professionals...Fed up with endless Export-copy-and-paste?Frustrated by constant searches for the right data?Done with the hassle of QuickBooks Spreadsheet Sync?Tired of dealing with outdated information?Get Instant ReliefAutomate, Sync & Streamline Your DataGeniusSheets is the best solution for - End-of-period reporting- Building financial models in real-time- Live dashboards-Expense monitoring and drilldownManage and plan debt repaymentSet custom budgets and receive real-time alertsAutomatically track and categorize your expensesLearn More"Genius Sheets is incredible. Updating models in Google Sheets or Excel to provide strategic advice is literally 1/3 of what I do, and this product has cut the time I spend doing this way down! Amazing ROI for any accountant."Courtney, United Statesvia QuickBooksBuilt Specifically For Finance ProfessionalsTools designed to make your financial analysis and reporting work.How To Build a Live ReportWatch our easy guide to building live reports—get real-time data at your fingertips!Watch the WalkthroughTake a peek at what Genius Sheets can do for you—quick, easy, and hassle-free!native IntegrationsWe integrate directly with QuickBooks Online, Google Sheets, and Excel to create seamless data integrity across all of your platforms.On-Demand Data SyncWe automatically update your transaction-level-data every day, giving you real-time visibility into your financial data.Unlimited Sub AccountsAdd unlimited QuickBooks connections so you can manage all of your clients with ease and scale your book of business quickly. How it worksAutomate Your Financial Reporting in 3 Easy steps1Start Your Free TrialSelect your plan and fill out our onboarding questionnaire before jumping into the platform.2Install Our AppInstall our app within Excel or Google Sheets, and grant access to your Quickbooks giving you instant access to your financial data.3Get Financial ClarityPull automated reports and build custom formulas to enjoy a constant flow of accurate, complete financial data.Average 4.8/5 RatingUnderstand Our Impact.Simple, Affordable Pricing That Grows With Your NeedsWe can now do in sheets with fewer steps, more dynamic data loads, and gain time back while delivering information needed for shareholders and other parties.BenLevelData’’OMG this is Genius!  Absolutely BRILLIANT!!DeniseControllerNow let’s talk about @GeniusSheetsAll I can say about it is that it’s… genius!Seth DavidNerd EnterprisesPricingSimple Pricing For Financial ProfessionalsWe’ve designed our solutions to support every stage of your growth. With us, launching a SaaS showcase is faster and easier than ever.Starter Plan$0Accountant Partner Program ($15/Month/Connection)Get StartedLive Data Connection20 Queries per monthQuickbooks IntegrationBusiness Plan$79/monthTailored for larger teams and enterprises Get StartedLive Data ConnectionUnlimited Monthly QueriesQuickbooks OnlineChat-based InterfaceUser Slack ChannelIntelligent Reporting AssistantPremium PlanContact UsFor freelancers and their clientsGet StartedLive Data ConnectionUnlimited Queries Per MonthConsolidated ReportingUnlimited Category FiltersCustom IntegrationsDedicated Live SupportStarter Plan$15/moAccountant Partner Program ($15/Month/Connection)Getting StartedOne User, One QBO ConnectionLive Data Connection20 Queries per month20 Category Filters per month$10/mo For Addl UsersBusiness Plan$75/moTailored for larger teams and enterprises Getting StartedOne User, Up to 5 QBO ConnectionsLive Data ConnectionUnlimited Monthly QueriesConsolidated ReportingUnlimited Category Filters$10/mo For Addl UsersPremium PlanContact UsFor freelancers and their clientsGetting StartedUsage-Based Pricing w/ Bulk DiscountsLive Data ConnectionUnlimited Monthly QueriesConsolidated ReportingUnlimited Category FiltersCustom IntegrationsFAQfrequently Asked QuestionsThese FAQs should help clarify how our platform can streamline and enhance your financial planning experience.Does Genius Sheets offer a free trial?Yes! You can sign up with no credit card down for a two-week free trial. After that you can contact us at info@geniussheets.us to upgrade to one of the paid tiersDo you offer team plans?Yes, for larger teams and organizations we offer customized enterprise plans. Please reach out to info@geniussheets.us for more info.What is your cancellation policy?You can cancel a monthly subscription at any time. Simply send an email to info@geniussheets.usHow do I get started?Connect your account to QuickBooks on the dashboard page of the website. then download either the Google Sheets or Excel add-in.Where can I go to learn more?Check our our onboarding guide here that has more detailed instructions on how to get started and best use the tool.Latest From BlogWe offer a variety of interesting features that you can help increase your productivity at work and manage your project essayLearn how to save time in your monthly financial reporting processImproving your financial reporting process with simple Excel or Google Sheets formulas.How You Can Stand Out To Find ClientsBy targeting clients of any geography you can stand out as an advisor and grow your businessLearning how to keep track of your financial metricsLearn how to quickly keep track of financial metrics --- PricingPricing Plans for Financial PlanningWe’ve designed our solutions to support every stage of your growth. With us, launching a SaaS showcase is faster and easier than ever.MonthlyYearlyStarter Plan$0Accountant Partner Program ($15/Month/Connection)Get StartedLive Data Connection20 Queries per monthQuickbooks IntegrationBusiness Plan$79/monthTailored for larger teams and enterprises Get StartedLive Data ConnectionUnlimited Monthly QueriesQuickbooks OnlineChat-based InterfacePremium PlanContact UsFor freelancers and their clientsGet StartedLive Data ConnectionUnlimited Queries Per MonthConsolidated ReportingUnlimited Category FiltersStarter Plan$15/moGetting StartedOne User, One QBO ConnectionLive Data Connection20 Queries per month20 Category Filters per month$10/mo For Addl UsersBusiness Plan$75/moGetting StartedOne User, Up to 5 QBO ConnectionsLive Data ConnectionUnlimited Monthly QueriesConsolidated ReportingUnlimited Category Filters$10/mo For Addl UsersPremium PlanContact UsGetting StartedUsage-Based Pricing w/ Bulk DiscountsLive Data ConnectionUnlimited Monthly QueriesConsolidated ReportingUnlimited Category FiltersCustom IntegrationsFAQfrequently Asked QuestionsThese FAQs should help clarify how our platform can streamline and enhance your financial planning experience.Does Genius Sheets offer a free trial?Yes! You can sign up with no credit card down for a two-week free trial. After that you can contact us at info@geniussheets.us to upgrade to one of the paid tiersDo you offer team plans?Yes, for larger teams and organizations we offer customized enterprise plans. Please reach out to info@geniussheets.us for more info.What is your cancellation policy?You can cancel a monthly subscription at any time. Simply send an email to info@geniussheets.usHow do I get started?Connect your account to QuickBooks on the dashboard page of the website. then download either the Google Sheets or Excel add-in.Where can I go to learn more?Check our our onboarding guide here that has more detailed instructions on how to get started and best use the tool.Social mediaSubscribe to newsletterThank you! Your submission has been received!Oops! Something went wrong while submitting the form. --- Quick Start GuideLooking to get started with Genius Sheets? Follow along below.Quick Start‍1. Download the app to your computer. a. Google Sheets b. Microsoft Excel2. Create an account with Genius Sheets. Sign Up3. Connect your QuickBooks account by navigating to the Dashboard. a. First, click the Add another company button. b. Then, click the Connect to QuickBooks button.4. Once the company has been connected you can open the add-in in either Google Sheets or Excel and login using the credentials from step 2.‍‍Getting Started‍To use Genius Sheets you can first sign up for a free account on the website. This email and password will be the same you can use to log in to the add-in through either Excel or Google Sheets.‍Connect to QuickbooksOnce an account has been created, on the dashboard page of the website select the “Connect To QuickBooks” button and complete the QuickBooks authentication process. Make sure you select the specific entity you want to connect as you go through and authenticate.‍Install Add-InYou can find the Genius Sheets Add-in within either the Microsoft Excel Store or Google workspace store or you can download them right from your workbook.‍‍For Google Sheets you can go to Extensions => Add-ons => Get Add-ons‍‍‍‍Text To ReportsOnce inside Genius Sheets you will see the menu for our Text To Reports generator.You can type in simple english the type of report and time period you are looking for and it will generate.‍‍Live Data ConnectionGenius Sheets also features the ability to connect your data in Excel or Google Sheets through a live data connection.‍Custom FormulasThe way Genius Sheets works is your data is connected to QBO on a cell-by-cell basis.Genius Sheets has 3 main custom formulas.GS.IS - For the Income StatementGS.BS - For the Balance SheetGS.CF - For the Cash Flow StatementThe structure of the formula is as follows -=GS.IS("Category", "Start Date", "End Date', "Company Name", "Filter")Category - Enter the exact GL account name that is in QBOStart Date - Beginning of the periodEnd Date - Ending date of periodCompany Name - If you are building consolidated reports with multiple QBO entities you can enter the name of the QBO file hereFilter - If you want to pull your data by class, customer, vendor, location, or department you can enter that here.Pro Tip- if you only enter a start date, it will pull the full months data for that month.‍For more detailed instructions on how to use the Genius Sheets formulas. Watch the video tutorial below.‍‍Consolidated ReportingWith Genius Sheets formulas you are able to build your own customized consolidated reports in Excel or Google Sheets.‍‍Our recommendation when building consolidated reports is to create your own consolidated P&L first, then line up the separate companies across the top of your spreadsheet in the columns. That way all you have to do is hit the refresh data button and watch all the data sync to QBO.You can set a nickname for your company on the dashboard of the website. Using this 4 digit abbreviation you can use it in the formulas to refer to your different QuickBooks entities.‍Nightly Refresh for Google SheetsIf you are using our custom formulas in Google Sheets. You can enable "nightly refresh". That will automatically sync all of your data from QBO each night - ensuring you are always up to date.‍Formula FilteringWith Genius Sheets formulas you can filter your general ledger accounts by Class, Customer, Product/Service, Location, Department, or even Vendor. To learn how to use the filters you can pull either the P&L or Balance Sheet with the "with formulas" button checked and a filter selected for the report. The output will have the Genius Sheets formulas already linked for you.You can also watch this short video!‍‍‍List CategoriesWithin the add-in, the menu option ‘List Categories’ will show you the exact names of the categories, including account numbers, from your QuickBooks Online account that you can reference for the formulas. You can also generate a report with the formulas already built in by selecting that option from the ‘pull reports’ menu.‍To start mapping the names of your categories you can use the Genius Sheets formulas with cell references in order to pull the category name and date you are looking for.‍Track Newly Added Categories‍By clicking on the grey dot within the List Categories section you can see a list of all newly added accounts added in the last 60 days, including the name of the account and the account added.‍‍Transaction level dataOn any cell that is using a Genius Sheets formula, you can drill down and see the underlying transaction list for that time period. This lets you stay in your spreadsheet to analyze any unexpected numbers in your reports or models‍‍‍Frequently Asked Questions‍What if I need more help getting started?You can reach out to the team for help! info@geniussheets.us‍Do you have any other learning resources!We have lots of videos available on Our YouTube Channel.‍ --- Custom Solutions and Deep Fintech ExperienceOur team has decades of experience building Fintech and Enterprise Software solutions. From custom data integrations to full data platforms and web applications, we can bring your data to life!Connect Your Data Wherever It livesCustom Integrations with Excel and Google SheetsThird-Party API connections to streamline your data workflowsConnect your data to a popular data visualization tool like Tableau or powerBIAutomate your business workflowsAutomate daily Operations with backoffice, accounting, and payroll systemsScale workflows across the enterpriseGet Daily monitoring and full visibility to your business' operationsCreate Dynamic Software driving Long-term ROIBuild Simple Custom Webapps that Integrate with your SSO and Cloud infrastructureIntegrate with your Existing custom solutionsLeverage GenAI to talk to your datawhat are you waiting for?Request a FREE quote!Get Started Now