Genius Sheets

What is Genius Sheets?

Genius Sheets is a self-service reporting tool that lets users create data reports by connecting to their Excel and Google Sheets data. Its core features include:

• Conversational AI: A chat-like interface for asking questions about your data and generating reports from text inputs.
• No coding required: No SQL or Python knowledge needed.
• Enterprise-level security: Strong security measures for data protection.
• Flexible connections: Access your data through a WebApp, Slack, or Teams via a native interface.
• Custom formulas: Use your own formulas to connect to data sources.
• Live data connections: Instant access to data in Excel and Google Sheets.
• Direct integrations: Connects to QuickBooks Online, with variance analysis, projections, and consolidated or custom report capabilities.
• Subscription tiers: Starter, Business, and Enterprise plans, each offering various features such as cloud connectivity, coding tools, debugging help, mobile apps, web tools, version control, Git commands, and refactoring capabilities.

You can sign up at https://app.geniussheets.com/signup.

Who created Genius Sheets?

Genius Sheets was started by Matt, the VP of Sales, who has described using the platform for in-depth analysis of Salesforce data. The company officially launched on November 18, 2022, and is based in San Francisco, California. This information comes from a job posting for a UI/UX and Product Designer role; the company has also hired for Junior Frontend Developer and Finance Analyst positions.

What is Genius Sheets used for?

Genius Sheets is aimed at simplifying reporting workflows. Typical uses include:

• Interacting with data through conversational AI
• Automating reporting tasks and saving time on report creation
• Self-service reporting and self-service data analysis
• Generating reports from text inputs with live data connections
• Connecting to data in Excel, Google Sheets, and QuickBooks Online
• Running variance analysis, projections, and consolidated reports
• Supporting sales teams with data insights and simplifying onboarding processes

Who is Genius Sheets for?

The tool is designed for professionals and teams who need reporting without technical skills, including sales professionals, finance teams, and teams handling onboarding or waitlist operations. Its no-code approach makes it accessible to anyone who wants trusted reporting and instant access to their data.