We believe every accounting firm should be an advisory firm
CohortGenie exists to give small and mid-size accounting firms the same analytical firepower that the Big Four take for granted.
Our Story
We started CohortGenie after watching accounting firms give away their most valuable service for free. Firm after firm was doing incredible analytical work for clients — identifying revenue patterns, flagging at-risk customers, recommending growth strategies — but they couldn't scale it, couldn't package it, and couldn't charge for it.
They called it “random acts of consulting.” We called it a massive opportunity.
CohortGenie transforms the ad-hoc analysis your team already does into a productized, branded advisory service that scales with your practice. Connect to your clients' QuickBooks, let our engine do the heavy lifting, and deliver insights your clients will happily pay for.
What we believe
Data-driven, not data-buried
We believe the best insights come from simple, focused analysis — not dashboards with 50 charts nobody reads.
Your brand, amplified
Everything we build is designed to make your firm look brilliant. We succeed when your clients say 'my accountant is incredible.'
Built for real businesses
Not every business is SaaS. We build cohort analysis tools that work for law firms, home services, and every industry in between.
Radically simple
Powerful doesn't mean complicated. If it takes more than 3 clicks, we haven't finished building it yet.
Join the advisory revolution
See how CohortGenie can transform your firm's advisory capabilities.