Pricing

Pricing Plans for Financial Planning

We’ve designed our solutions to support every stage of your growth. With us, launching a SaaS showcase is faster and easier than ever.

Starter Plan
$0
Accountant Partner Program ($15/Month/Connection)
Live Data Connection
20 Queries per month
Quickbooks Integration
Business Plan
$79/month
Tailored for larger teams and enterprises
Live Data Connection
Unlimited Monthly Queries
Quickbooks Online
Chat-based Interface
Premium Plan
Contact Us
For freelancers and their clients
Live Data Connection
Unlimited Queries Per Month
Consolidated Reporting
Unlimited Category Filters
Starter Plan
$9/mo
One User QBO Connection
Live Data Connection
20 Queries per month
Business Plan
$79/mo
Up to 5 User QBO Connections
Live Data Connection
Unlimited Monthly Queries
Consolidated Reporting
Unlimited Category Filters
Premium Plan
Contact Us
Unlimited Connections
Live Data Connection
Unlimited Queries Per Month
Consolidated Reporting
Unlimited Category Filters
Custom Integrations
FAQ

frequently Asked Questions

These FAQs should help clarify how our platform can streamline and enhance your financial planning experience.

Does Genius Sheets offer a free trial?

Yes! You can sign up with no credit card down for a two-week free trial. After that you can contact us at info@geniussheets.us to upgrade to one of the paid tiers

Do you offer team plans?

Yes, for larger teams and organizations we offer customized enterprise plans. Please reach out to info@geniussheets.us for more info.

What is your cancellation policy?

You can cancel a monthly subscription at any time. Simply send an email to info@geniussheets.us

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 our onboarding guide here that has more detailed instructions on how to get started and best use the tool.