Genius Sheets

Genius Sheets is a reporting automation platform designed for finance professionals, especially those managing multiple entities such as family offices, holding companies, and fractional CFOs. It seamlessly connects QuickBooks Online and Xero directly to Excel and Google Sheets, enabling live, drillable financial reports, consolidated across unlimited entities and customized in any format needed—no exports or manual copy-pasting required. Reports update daily and support custom formulas, variance analysis, budget comparisons, and more, all within familiar spreadsheet environments.