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Genius Sheets

Genius Sheets is an AI-powered tool enabling users to interact with live financial data via text, generating reports and insights without SQL knowledge.

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Key Features

  • Report Generation

    Automates creation of financial reports and analytics.

  • Data Querying

    Answers questions by querying various connected data sources.

  • Live Dashboards

    Builds real-time dashboards for financial monitoring.

  • Expense Tracking

    Automatically tracks and categorizes expenses with alerts.

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Why Choose Genius Sheets

  • Live Data Sync:

    Automatically updates transaction-level data daily for real-time accuracy.
  • No SQL Needed:

    Enables data queries and reports without requiring SQL expertise.
  • Multi-Platform:

    Integrates directly with Excel, Google Sheets, and QuickBooks Online.

Pricing

Genius Sheets offers a freemium pricing model with a Starter Plan at $0, a Business Plan at $75-$79 per user per month, and a Premium Plan with custom pricing. Annual discounts and a two-week free trial are available.

About Genius Sheets

Genius Sheets is an AI-powered tool enabling users to interact with live financial data via text, generating reports and insights without SQL knowledge.

What Genius Sheets Does

Genius Sheets enables users to interact with financial data through a text-based interface, automating report generation and answering data queries instantly. It eliminates the need for SQL knowledge, making data analysis accessible.

The tool integrates seamlessly with Microsoft Excel, Google Sheets, and QuickBooks Online, syncing live transaction-level data daily. It supports building live dashboards, financial models, and expense monitoring with real-time alerts.

Ideal for accountants, FP&A professionals, and CFOs, Genius Sheets streamlines financial workflows, saving time and enhancing data accuracy across industries requiring detailed financial reporting.

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Pros & Cons

  • Ease of Use

    User-friendly chat interface simplifies data interaction.

  • Integration

    Seamless connections with popular financial and spreadsheet software.

  • Limited Queries

    Starter plan restricts monthly queries to 20.

  • Pricing Transparency

    Premium plan pricing requires contacting sales for details.

Frequently Asked Questions

Does Genius Sheets offer a free trial?

Yes, there is a two-week free trial with no credit card required.

What pricing plans are available?

Starter (free), Business ($75-$79/month), and Premium with custom pricing.

Which platforms does Genius Sheets integrate with?

It integrates with Microsoft Excel, Google Sheets, and QuickBooks Online.

Can I cancel my subscription anytime?

Yes, monthly subscriptions can be canceled anytime via email.

Is SQL knowledge required to use Genius Sheets?

No, users can query data and generate reports without SQL experience.

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