
Genius Sheets is a SaaS company providing an add-in for Microsoft Excel and Google Sheets that automates financial reporting and modeling by integrating directly with QuickBooks Online. The platform targets financial professionals such as accountants, FP&A pros, bookkeepers, and CFOs, enabling them to save thousands of hours annually by automating data sync, building live financial models, dashboards, and consolidated reports with real-time transaction-level data. Genius Sheets offers tiered subscription plans including a free starter plan and paid business and premium plans, supporting scalability with unlimited QuickBooks connections and custom integrations. The product differentiates itself by seamless integration, custom formulas for financial statements, and real-time data refresh, positioning it as a productivity-enhancing tool for financial reporting and planning at scale.

Genius Sheets is a SaaS company providing an add-in for Microsoft Excel and Google Sheets that automates financial reporting and modeling by integrating directly with QuickBooks Online. The platform targets financial professionals such as accountants, FP&A pros, bookkeepers, and CFOs, enabling them to save thousands of hours annually by automating data sync, building live financial models, dashboards, and consolidated reports with real-time transaction-level data. Genius Sheets offers tiered subscription plans including a free starter plan and paid business and premium plans, supporting scalability with unlimited QuickBooks connections and custom integrations. The product differentiates itself by seamless integration, custom formulas for financial statements, and real-time data refresh, positioning it as a productivity-enhancing tool for financial reporting and planning at scale.
Primary product: Genius Sheets — an add-in for Excel and Google Sheets that automates financial reporting and modeling by integrating with QuickBooks Online
Target users: Accountants, FP&A professionals, bookkeepers, and CFOs
Team size: 8 employees
Reported funding: Total $2,700,000; last funding date 2024-02-26
Alternate name / legal name: Myko AI, Inc.; also referenced as Genius Sheets
Financial reporting, financial modeling, and FP&A automation
SaaS / Financial software
$2700000.00
“Khosla Ventures participated as lead investor; additional investors reported include DayDream Ventures, AngelList, The Eugene Lang Entrepreneurship Center, and Zero Knowledge”