Genius Sheets

Overview

AI-powered automated QuickBooks-to-spreadsheets financial reporting and consolidation.

Genius Sheets integrates QuickBooks Online with Microsoft Excel and Google Sheets to automate financial reporting for accountants, FP&A teams, bookkeepers, and CFOs. It provides daily transaction-level sync and live data connections to maintain up-to-date ledgers and reduce manual export-and-paste workflows.

Users can build real-time financial models, generate end-of-period reports, and create live dashboards using Excel add-ins or Google Sheets integrations. Features include consolidated reporting across multiple QuickBooks connections, automated expense categorization, budgeting and debt repayment planning, and customizable alerts.

Unlimited sub-accounts and scalable QuickBooks connections support firms managing multiple clients. Automated queries and report templates speed report generation and enforce consistent data structures for audits and stakeholder reporting. The platform centralizes financial data to improve accuracy, accelerate monthly close tasks, and support timely cash flow and performance analysis.

Use Cases

• Automate month-end reporting by syncing QuickBooks Online to Excel or Google Sheets with Genius Sheets, pulling daily transaction-level updates and automated expense categorization to produce accurate, audit-ready financial reports without manual exports.
• Consolidate multiple clients or entities into a single, live spreadsheet using Genius Sheets' live connections for consolidated multi-entity reporting and real-time cash-flow forecasting to accelerate close and present unified financials to stakeholders.
• Build dynamic financial models and rolling forecasts in Excel or Google Sheets with Genius Sheets' real-time transaction sync and automated categorization, enabling scenario analysis, up-to-date cash-flow projections, and faster decision-making.

Who Is It For

• Chief financial officers
• Business owners
• Financial analysts
• Accountants
• Finance teams