Genius Sheets is an AI-powered tool that automates reporting and connects to data in Excel and Google Sheets. It offers self-service reporting, and integrates with QuickBooks Online. Users can connect their accounts to QuickBooks, download add-ins, and utilize an AI chat for assistance. It features various pricing tiers, starting with a free plan suitable for individual reporting, a business plan for small teams, and an enterprise plan for larger organizations. The platform also provides onboarding guides and FAQs to help users get started and maximize the tool's capabilities.
• integrations
• intelligent reporting assistant
• live data connection
• category filters
• consolidated reporting
• user slack channel
• chat based interface
• queries per month
Yes! You can sign up with no credit card down for a 2 week free trial. After that it will automatically revert to our free tier
Yes, for larger teams and organizations we offer customized enterprise plans. Please reach out to info@geniussheets.com for more info.
You can cancel a monthly subscription at any time. Simply send an email to support@geniussheets.com or cancel on the website.
Connect your account to QuickBooks on the Dashboard page of the website. Then download either the Google Sheets or Excel Add-in.
Check our our onboarding guide here that has more detailed instructions on how to get started and best use the tool.
Create a Genius Sheets account and log in to use our Sandbox account. This is filled with demo data from a fake company for you to try.
• Live Data Connection
• 20 Queries per month
• QuickBooks Online Integration
• Chat Based Interface
• User Slack Channel
• Intelligent Reporting Assistant
• Consolidated Reporting
• Up to 25 filters
• Live Data Connection
• Unlimited Queries per month
• QuickBooks Online Integration
• Chat Based Interface
• User Slack Channel
• Intelligent Reporting Assistant
• Consolidated Reporting
• Unlimited filters
• Custom Integrations
• Live Data Connection
• Unlimited Queries per month
• QuickBooks Online Integration
• Chat Based Interface
• User Slack Channel
• Intelligent Reporting Assistant
• Consolidated Reporting
• Unlimited filters
• Custom Integrations
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