Supercharge your CAS practice with CohortGenie
Instant revenue intelligence straight from QuickBooks — no Excel needed.
Connects to QuickBooks Online · More integrations coming soon
Stop giving away advisory for free
Your firm is already doing “random acts of consulting” — pulling client data, building one-off spreadsheets, and giving away insights you should be charging for. The problem isn't the analysis. It's that it takes too long to package and deliver at scale.
CohortGenie turns your clients' QuickBooks data into a packaged advisory service — branded as yours, delivered in minutes.
How It Works
From client's QuickBooks to billable advisory deliverable in minutes
Connect your client's QuickBooks
Secure OAuth with read-only access. Connect each advisory client in 60 seconds. Manage all of them from one dashboard.
Instant cohort analysis — no Excel
CohortGenie reads customer and invoice data, builds cohorts automatically, and surfaces retention, LTV, and churn insights in minutes.
Deliver branded advisory reports
White-label the insights with your firm's branding and deliver them to your clients. You get the credit — and the advisory fee.
Everything you need to scale advisory
Powerful tools built specifically for accounting firms delivering client advisory services
Multi-Client Dashboard
See all your advisory clients in one view. Monitor health scores, revenue trends, and retention at a glance.
AI-Powered Insights
Machine learning identifies the patterns humans miss — which customer segments drive growth and which are churning.
Branded Reports
White-labeled PDF deliverables with your firm's logo and branding. Your clients see your name, not ours.
Cohort Analysis
Automatic customer segmentation by signup date, purchase behavior, industry, and more. Works for non-SaaS businesses.
Retention Tracking
See which customer cohorts stick around and which fall off. Identify at-risk segments before revenue drops.
ROI Calculator
Built-in tools to calculate the revenue impact of advisory services. Show your clients the value in dollar terms.
CohortGenie isn't a cost — it's your highest-margin service
Your firm charges for advisory. CohortGenie is the engine behind it.
You charge your client
$500/mo
Advisory package
CohortGenie costs you
$49/mo
Professional tier
Your profit per client
$451/mo
90% margin
Trusted by forward-thinking firms
See what accounting professionals are saying about CohortGenie
“CohortGenie turned our ad-hoc client analysis into a productized advisory service. We added $12K in monthly recurring revenue in the first quarter.”
Sarah Chen
CAS Director, Ledger & Associates
“We used to spend hours pulling QuickBooks reports for each client. Now we generate branded advisory deliverables in minutes.”
Michael Torres
Managing Partner, Torres Advisory Group
“The cohort analysis revealed patterns we never would have found manually. Our clients are blown away by the depth of insight.”
Jennifer Walsh
Founder, Clearview Bookkeeping
Ready to turn every client into an advisory client?
Start your free 14-day trial. No credit card required. Connect your first client's QuickBooks and see real cohort insights in minutes.