Genius Sheets Ai | Review (2023): Features, Pricing, and Alternatives

As we know that ai is everywhere, and alomost every field affected by ai, same as a new ai tool louched called Genius Sheets Ai. In this article I will introduce you with Genius Sheets Ai.

After reading this article you can understand that what is Genius Sheets Ai. and what is the usage of this tools and much more like how to use etc,.

The basic intro of Genius Sheets Ai is this is a ai power tool that allow us to intract with data of a sheet, or we can say that this is anew ai powered tool that process the data of a spreed sheet and provide that result according to the requirement.

What is Genius Sheets Ai

Genius Sheets is an AI-powered financial reporting tool that help businesses to connect QuickBooks Online with Microsoft Excel and Google Sheets to generate reports.

It also allows us to create financial reports and analysis using text prompts in Google Sheets.

with Genius Sheets ai we can analyze live data and it will provide instant responses without requiring extensive SQL experience. Genius Sheets can generate reports, answer questions, and query data from various sources this called Genius Sheets Ai.

Genius Sheets Ai Key features

Genius Sheets Ai have a lot of features but I will introduce the main key features that can help us to find the real life usage of the Genius Sheets Ai.

  • AI-powered report generation:
  • Live data connections
  • Financial modeling automation
  • Conversational AI
  • Enterprise security
  • QuickBooks Online Integration
  • Advanced Reporting Features

These are the only key features of the Genius Sheets. for the remaning key features you need to keep reading the article so you can easily understand the other key features.

How to use Genius Sheets Ai

Genius Sheets is an AI-powered reporting tool that helps us to generate reports from our data quickly and easily, without the need for SQL or technical expertise. It can be used in Excel and Google Sheets, as well as through Slack and Teams.

Let’s take a look how to use it.

  • Step 1. Visit to the official site of Genius Sheets. that look like as follows.
  • Step 2. Click on get started Button and read the Terms of service and privacy policy. and then create account.
  • Step 3. Fill the required field. Fill the email address and then enter the otp and the first password Name and surname, then click on create.
  • Step 4. Now Authorize your Genius Sheets Ai with Salesforce to use our services.
    • How to connect Genius Sheets Ai with Salesforce.
      • Connect your Salesforce account by clicking the Connect to Salesforce or Add Salesforce company button.
      • Once connected naviate to the AI Chat page.
      • Select the connected company from the dropdown.
      • Ask the AI questions about your data.
  • Step 5. After connected with Salesforce, you can easily use the geniussheets according to your requirement.

Who can use the geniussheets and How geniussheets can help us

if you are in a business and you want to make your finances easily understandable, then you can use the geniussheets. if you are in a school business and you want to customiz the reports by class, location, or even customer then you can use the geniussheets

if you want to Nativate your financials with real time data then you can also use the geniussheets because it provide us a One-click refresh for your models and reports once your data are connected to Genius Sheets.

If you want to [maintain your Budget to Actuals the you can also do it with this. it will Easily maintain budget to actuals using Genius Sheets custom formulas.

if you want Custom Financial Models then you can also do with it. only you need to provide it right prompt that can create best possible result. If you have existing financial models or reports then you can use Genius Sheets custom integrated formulas to sync that data to QuickBooks Online. and it will create a new Custom Financial Model.

How to chat with spreadsheet using Genius Sheets

if you want to communicate with your custom spreadsheet then you can also do it with the help of Genius Sheets ai. for this you need to follow the following steps.

Step 1. Complete the sign up process.

Step 2. click on the Ai chat option on the navigation bar.

Step 3. Click om Upload Icon and then select you sheet.

Step 4. it will take some time and then your sheet will ready, now you can communite as you want.

Pricing of Genius Sheets

Pricing of Genius Sheets as are follow with the features you get.

StarterOur free plan perfect for Individual reporting needs$0
BusinessPerfect for small finance teams and startups$63 per user
EnterpriseIntegrate Genius Sheets across departmentsContact Us

Live Data ConnectionProvides live data connection capabilities.
Queries per monthAllows a certain number of queries per month.
IntegrationsOffers integrations with various tools.
Chat Based InterfaceIncludes a chat-based interface for communication.
User Slack ChannelProvides a Slack channel for user interactions.
FunctionalityOffers various functionality for data analysis.
Intelligent Reporting AssistantAssists in generating intelligent reports.
Consolidated ReportingAllows for consolidated reporting of data.
Category FiltersProvides filters for categorizing data.
Custom IntegrationsSupports custom integrations for tailored needs.
QuickBooks OnlineIntegration with QuickBooks Online for financial data.
UnlimitedUnlimited access to certain features, as specified.
Custom AvailableAllows customization based on user needs.
Join the Accountant Partner ProgramPartner program for accountants.

How to choose the best plan of Genius Sheets for you

StarterPerfect for Individual reporting needs$0
BusinessPerfect for small finance teams and startups$63 per user
EnterpriseIntegrate Genius Sheets across departmentsContact Us
QuickBooks OnlineQueries per monthIntegrations
UnlimitedQuickBooks OnlineUp to 25 filters
Custom AvailableUnlimitedGet started
Accountant Partner ProgramJoin the Accountant Partner ProgramSign up today

Genius Sheets Review

Genius Sheets is an AI-powered financial reporting tool that allows users to generate reports and analysis from QuickBooks data in Excel or Google Sheets through simple text prompts. It eliminates the need for technical skills or SQL knowledge to get insights from accounting data.

Key features of the Genius Sheets Ai:

  • Live connections to QuickBooks Online to pull real-time data
  • Customizable templates for reports like P&L, cash flow, and balance sheets
  • Data visualization options like charts and graphs
  • Collaboration capabilities to share reports
  • Natural language processing to create reports from plain text

Users praise Genius Sheets for its simple and intuitive interface, time savings compared to manual reporting, and easy connections to QuickBooks data.

The AI assistant can answer basic questions about the reports as well. Limitations include its singular focus on QuickBooks, lack of forecasting capabilities, and limited formatting options.

Genius Sheets is suited for small businesses, accountants, bookkeepers, and finance teams looking to automate reporting.

Based on my research, here are some key data points on Genius Sheets’ average ratings from reviews on various platforms:

  • Capterra – 5 out of 5 stars based on 2 reviews
  • G2 – 4.5 out of 5 stars based on 2 reviews
  • Google Workspace Marketplace – 4.6 out of 5 stars based on 8 reviews
  • Microsoft AppSource – 4.7 out of 5 stars based on 3 reviews
  • Intuit App Store – 4.7 out of 5 stars based on 15 reviews

The most common ratings seem to fall between 4.5-4.7 out of 5 stars across major software review platforms.

Rating: 4 out of 5.

Genius Sheets Pricing

It starts at $29/month for up to 2 company file connections. Overall, Genius Sheets streamlines financial reporting and provides key insights through an easy-to-use AI assistant.

Its connectivity with QuickBooks and spreadsheet programs like Excel makes financial data analysis fast and collaborative.

Genius Sheets Ai Alternatives

Genius Sheets is an AI-powered financial reporting tool, so alternatives would be other AI-enabled business intelligence, data analytics, and financial reporting tools.

Top competitors include Sisense, Anaplan, LiveFlow, SAP Analytics Cloud, and Sigma Computing. These tools allow businesses to generate data insights, analysis, and reporting through AI assistants and natural language processing.

  • Sisense is an end-to-end BI platform that lets users prepare, analyze, and visualize complex data. It utilizes AI to automate data modeling and provide insights through voice queries.
  • Anaplan is a cloud-based platform for business planning and performance management using AI and machine learning.
  • LiveFlow also connects to accounting systems but has additional features like multi-currency support.
  • SAP Analytics Cloud is a business intelligence platform by SAP that leverages AI for predictive analytics, automated insights, and natural language queries.
  • Sigma Computing is a cloud-based BI and analytics solution enabling live SQL querying through conversational interfaces.

Overall, top Genius Sheets alternatives leverage AI to simplify data analysis while providing robust BI and financial reporting capabilities. When evaluating competitors, businesses should consider the data sources connectivity, ease of use, and specific features needed.


Overall, Genius Sheets streamlines financial reporting through AI, enabling users to generate actionable business insights and make data-driven decisions. Its natural language queries and seamless connections with accounting systems like QuickBooks make it easy for non-technical users to analyze their financial data.

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