Genius Sheets

Main Features:

• End-of-period reporting
• Building financial models in real-time
• Live dashboards
• Expense monitoring and drilldown
• Manage and plan debt repayment
• Set custom budgets and receive real-time alerts
• Automatically track and categorize expenses

Key Characteristics:

• Native Integrations: Integrates directly with QuickBooks Online, Google Sheets, and Excel to create seamless data integrity across all platforms
• On-Demand Data Sync: Automatically updates transaction-level-data every day, giving real-time visibility into financial data
• Unlimited Sub Accounts: Add unlimited QuickBooks connections to manage all clients with ease and scale book of business quickly

Target Users: Accountants, FP&A Pros, Bookkeepers & CFOs

Core Advantages: Eliminates endless export-copy-and-paste, frustration from constant searches for the right data, hassle of QuickBooks Spreadsheet Sync, and dealing with outdated information. Trusted to manage $430m+ of Revenue.

Usage Process:

1. Start Your Free Trial: Select plan and fill out onboarding questionnaire before jumping into the platform
2. Install Our App: Install app within Excel or Google Sheets, and grant access to Quickbooks for instant access to financial data
3. Get Financial Clarity: Pull automated reports and build custom formulas to enjoy a constant flow of accurate, complete financial data

Pricing Information:

• Starter Plan: $0/mo (or Accountant Partner Program $15/Month/Connection), includes Live Data Connection, 20 Queries per month, Quickbooks Integration, 20 Category Filters per month, $10/mo For Addl Users
• Business Plan: $79/month (also listed as $75/mo), includes Live Data Connection, Unlimited Monthly Queries, Quickbooks Online, Chat-based Interface, User Slack Channel, Intelligent Reporting Assistant, Consolidated Reporting, Unlimited Category Filters, One User Up to 5 QBO Connections, $10/mo For Addl Users
• Premium Plan: Contact Us, Usage-Based Pricing w/ Bulk Discounts, includes Live Data Connection, Unlimited Monthly Queries, Consolidated Reporting, Unlimited Category Filters, Custom Integrations, Dedicated Live Support

FAQ:

• Free trial? Yes, sign up with no credit card down for a two-week free trial, then contact to upgrade
• Team plans? Yes, customized enterprise plans for larger teams and organizations
• Cancellation policy? Cancel monthly subscription at any time by emailing info@geniussheets.us
• How to get started? Connect account to QuickBooks on the dashboard, then download Google Sheets or Excel add-in
• Where to learn more? Check the onboarding guide for detailed instructions on how to get started and best use the tool