Strongest fit
Who it is built for
- Family offices and holding companies with multiple accounting entities
- Fractional CFO firms managing reporting for several clients
- Finance teams building custom reports in Excel or Google Sheets
Genius Sheets
Live financial reporting in Excel and Google Sheets
Genius Sheets connects QuickBooks Online and Xero to Excel and Google Sheets for customizable financial reporting. Finance teams can use formulas to pull live financial data, consolidate multiple entities, drill into transactions, and keep reporting workbooks current without manual exports.
GSGenius SheetsProduct screenshot pending
- Best for
- Family offices and holding companies with multiple accounting entities
- Pricing signal
- USD 15 / month
- Primary category
- Spreadsheets
- Last verified
- Jul 30, 2026
The decision
Should Genius Sheets make your shortlist?
Start with the job, the team, and the constraints. Product fit becomes much clearer when those three line up.
Practical use cases
Jobs it can take on
- Pull QuickBooks Online or Xero income statement, balance sheet, and cash flow data into a workbook
- Create consolidated reporting across multiple entities in a custom spreadsheet layout
- Drill from a financial report number into its underlying transactions
Before you choose
Know the tradeoffs
- The Starter plan includes 20 queries and 20 category filters per month.
- The product connects to QuickBooks Online and Xero, so users need one of those accounting systems.
Inside the product
What you can actually do with it.
The core product capabilities, grouped around the work they enable.
Native accounting integrations
Connects QuickBooks Online and Xero directly to Excel and Google Sheets without middleware or exports.
Financial formulas
Uses formulas such as GS.IS, GS.BS, and GS.CF to retrieve income statement, balance sheet, and cash flow data.
Multi-entity reporting
Supports consolidated reporting across connected entities and transaction-level drill-down from formula cells.
Typical workflow
Start a trial, install the Excel or Google Sheets add-in, and authenticate a QuickBooks Online or Xero connection from the Genius Sheets dashboard. Add Genius Sheets formulas to the workbook to pull financial data, then refresh the data as needed for current reports.
Plans and official links
Plans and accessUSD 15 / month.
See the entry price, free access options, company details, and direct vendor destinations in one place.
Starting pointUSD 15 / month
Free planFree trial
See plans- Provider
- Genius Sheets Inc.
- Based in
- US
Official destinations
Choosing for a real workflow?
Make the tool work with the rest of your operation.
We map the workflow, connect existing systems, choose what to buy, and build what is missing.