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About Genius Sheets

Genius Sheets is a financial reporting software from Genius Sheets that automates QuickBooks exports to Excel and Google Sheets for faster projections and insights. It provides automation of data synchronization, customizable templates, and easy integration so financial professionals can manage their reporting processes more efficiently. This software is built specifically for finance professionals, enabling them to automate their financial reporting in just three easy steps. Genius Sheets supports a user-friendly interface, real-time data updates, and the ability to generate reports with minimal effort. Key capabilities: automation of QuickBooks data customizable reporting templates integration with Excel and Google Sheets real-time data synchronization accessibility across devices Best for: financial professionals that need to automate and simplify their financial reporting tasks.

Genius Sheets Details

Vendor
Genius Sheets
Year Launched
2020
Location
Philadelphia , PA, US
Deployment
cloud
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese
Users
Accountant, Financial Analyst, FP&A Professional, Bookkeeper, CFO, Controller
Industries Served
Accounting Firms, Financial Services, Consulting, Small and Medium Businesses, Startups, Corporate Finance Teams
Tags
Financial Reporting, Automation, QuickBooks Integration, Excel, Google Sheets, FP&A, Accounting Software, Live Dashboards, Expense Monitoring, Data Sync

Genius Sheets's In-App Market Place

Does Genius Sheets have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

NA

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($)

Pros & Cons

  • Automates repetitive financial reporting tasks, significantly saving time for teams.
  • Provides real-time insights through live dashboards and synced spreadsheets.
  • Seamlessly integrates with QuickBooks Online, Excel, and Google Sheets.
  • Scalable platform supports unlimited sub-accounts for growing organizations.
  • Enhances accuracy, reducing human errors in financial data handling processes.
  • Limited to users who have QuickBooks Online accounts active.
  • Free trial lasts only two weeks, requiring upgrade afterward.
  • Premium plans require custom pricing, may be costly for small businesses.
  • Advanced queries and dashboard customization have a notable learning curve.
  • Cloud-based syncing heavily relies on a stable, consistent internet connection.

Genius Sheets's Support Options

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