Genius Sheets
verifiedPaidgeniussheets.com
Excel and Google Sheets add-in pulling live, consolidated QuickBooks and Xero data for multi-entity finance teams and fractional CFOs.
What it does
Genius Sheets connects QuickBooks Online and Xero to Excel and Google Sheets, letting finance teams pull live financials with simple formulas (GS.IS, GS.BS, GS.CF). It consolidates many entities under one login, refreshes daily and drills to the transaction, aimed at family offices, holdcos and multi-client firms.
Core features
Live QuickBooks Online and Xero data in Excel/Google Sheets
Formula-based reporting (GS.IS, GS.BS, GS.CF)
Consolidated multi-entity reporting under one login
Daily-refreshed transaction-level data
Drill-down from any figure to the transaction
Custom report buildout on the Firm plan
Best for
→Consolidating financials across many entities
→Building custom management report packs
→Automating monthly close and reporting
→Prior-year variance analysis in Sheets
Pricing
Starter
$15/mo
Business
$75/mo