Genius Sheets is a data integration solution that helps organizations connect financial resources for better decision-making.

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For accountants, finance teams, and firms managing multiple companies, Genius Sheets brings QuickBooks Online and Xero financial data into Excel and Google Sheets, reducing the manual work of exporting figures and rebuilding reports. It works within your spreadsheets, so you can build on your existing models and reporting layouts rather than start with fixed templates. Use spreadsheet formulas to pull income statement, balance sheet, and cash flow data into cells, then create custom reports, compare periods, or roll up results across entities. You can filter results by categories such as class, customer, product, location, department, or vendor, and drill into transaction details behind reported figures. Genius Sheets is designed for teams that want to manage financial reporting and analysis in spreadsheets while keeping data connected to their accounting systems.

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