GeniusSheets: Empowering Financial Professionals with AI-Powered Automation

GeniusSheets is an AI-driven financial planning tool designed for financial professionals to automate and streamline financial reporting across Microsoft Excel, Google Sheets, and QuickBooks Online. It combines intelligent data integration, live dashboards, and a chat-based assistant to deliver real-time insights into business performance, enabling users to monitor expenses, set budgets, track debt repayment, and build custom financial applications. With features like unlimited sub-accounts, consolidated reporting, and deep fintech integrations, GeniusSheets empowers teams and individuals to gain daily visibility into their operations and make data-driven decisions with ease.

Key Features:

• AI-Powered Data Interaction: Leverages GenAI to enable talking to data and intelligent reporting.
• Seamless Integrations: Connects with Excel, Google Sheets, QuickBooks Online, and third-party APIs.
• Live Data Connection: Real-time synchronization of financial data across platforms.
• Automated Reporting: On-demand data sync and automated financial reporting.
• Custom Dashboards: Build live dashboards for monitoring expenses, budgets, and debt repayment.
• Unlimited Category Filters: Advanced filtering for detailed financial analysis.
• Consolidated Reporting: Unified view of financial data across multiple sources.
• Chat-Based Interface: Intelligent reporting assistant for instant queries.
• Custom Integrations: Supports custom solutions, SSO, and cloud infrastructure.
• Data Visualization: Integrates with tools like Tableau and Power BI.
• Workflow Automation: Automates backoffice, accounting, and payroll processes.
• Onboarding Support: Includes walkthrough guides and onboarding questionnaires.
• Dedicated Support: Offers live support and a chat-based interface.

Pricing: GeniusSheets offers a free Starter plan with limited features, a Business plan at $79/month, and a Premium plan with usage-based pricing and bulk discounts. A two-week free trial is available with no credit card required.

Conclusion: GeniusSheets is a powerful and intuitive AI tool that transforms financial reporting and analysis, offering robust automation, deep integrations, and intelligent data interaction to help financial professionals and businesses achieve greater efficiency and insight.