Genius Sheets
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About
Genius Sheets is an AI-powered data assistant designed to automate reporting for finance teams and accountants. It allows users to connect easily to data from sources like Excel and Google Sheets, facilitating self-service reporting without requiring SQL or Python knowledge. With features such as a chat-based interface and enterprise-grade security, users report significant time savings and improved access to their data. The tool is integrated with major data sources and supports an unlimited number of queries per month in its higher pricing tiers.
Platform
Task
Features
• user-friendly interface
• enterprise security
• conversational ai
• comprehensive integrations
• intelligent reporting assistant
• live data connection
• custom formulas
FAQs
Does Genius Sheets offer a free trial?
Yes! You can sign up with no credit card down for a 2 week free trial. After that it will automatically revert to our free tier.
Do you offer team plans?
Yes, for larger teams and organizations we offer customized enterprise plans. Please reach out to info@geniussheets.com for more info.
What is your cancellation policy?
You can cancel a monthly subscription at any time. Simply send an email to support@geniussheets.com or cancel on the website.
How do I get started?
Connect your account to QuickBooks on the Dashboard page of the website. Then download either the Google Sheets or Excel Add-in.
Where can I go to learn more?
Check our onboarding guide here that has more detailed instructions on how to get started and best use the tool.
How do I use the AI chat?
Create a Genius Sheets account and log in to use our Sandbox account. This is filled with demo data from a fake company for you to try.
Pricing Plans
Business
USD63.00 / per user• Designed for small finance teams and startups
• Live data connection
• Integrations
• Intelligent reporting assistant
• Chat-based interface
Enterprise
Unknown Price• Customizable enterprise solutions
• Integrate Genius Sheets across departments
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