Genius Sheets

Genius Sheets is a financial reporting automation platform designed for finance professionals, family offices, fractional CFOs, holdcos, and multi-client firms. It connects QuickBooks Online and Xero directly to Google Sheets and Excel, allowing users to pull live, transaction-level financial data, automate reports, and create consolidated, customizable workbooks across unlimited entities. It removes the need for manual exports and copy-paste, streamlining consolidation, custom report building, and management reporting.