Your Personal AI Data Assistant
Automated reporting and real‑time modeling in Excel and Google Sheets—powered by live QuickBooks data.
Your Personal AI Data Assistant is a freemium AI tool. Automated reporting and real‑time modeling in Excel and Google Sheets—powered by live QuickBooks data. Editors list 12 strengths on this page, next to the published price.
Quick facts
- Best for
- Automated reporting and real‑time modeling in Excel and Google Sheets—powered by live QuickBooks data.
- Pricing
- Freemium
- Editor rating
- 4.5 / 5
- Community saves
- 0
About Your Personal AI Data Assistant
Genius Sheets is a Fintech SaaS add‑in for Excel and Google Sheets that automates financial reporting, real‑time financial modeling, and daily QuickBooks Online data syncing so accountants, advisors, CFOs, and finance teams can streamline month‑end close, build live dashboards, and monitor expenses at transaction level—scaling from solo practitioners to enterprise teams.
Pros
- Seamless integration with Microsoft Excel, Google Sheets, and QuickBooks Online
- Automated financial reporting and month‑end close workflows
- Daily, transaction‑level data syncing for near real‑time visibility
- Live dashboards and auto‑refreshing reports in spreadsheets
- Expense monitoring with category and transaction drilldown
- Real‑time financial modeling directly in Excel/Sheets
- Custom budgets with configurable alerts
- Unlimited QuickBooks Online connections for multi‑client management
- Automatic expense tracking and categorization
- Custom formula building for personalized reports and visualizations
- Enterprise scalability and team plans
- Data integrity across integrated platforms
Pricing
Starter Plan
$15
- • Monthly subscription
- • Two-week free trial (no credit card required)
- • Accountant Partner Program: $15/month per connection
- • Cancel anytime by emailing [email protected]
- • General capabilities available: integrations with QuickBooks Online, Google Sheets, Excel; daily data sync; unlimited sub-accounts; automated reporting
- • No money-back guarantee explicitly stated
Business Plan
$75
- • Monthly subscription
- • Two-week free trial (no credit card required)
- • Tailored for larger operations
- • Cancel anytime by emailing [email protected]
- • General capabilities available: integrations with QuickBooks Online, Google Sheets, Excel; daily data sync; unlimited sub-accounts; automated reporting
- • No money-back guarantee explicitly stated
Enterprise
$0
- • Customized pricing for teams/organizations; contact [email protected]
- • No specific prices or volume discounts publicly listed
- • General capabilities apply; tailored options available
- • No usage-based pricing, annual options, or special offers publicly detailed