Advisory intelligence, powered by the data you already manage
Powerful tools built specifically for accounting firms delivering client advisory services.
Multi-Tenant Dashboard
One view for all your advisory clients. Monitor health scores, revenue trends, and retention metrics at a glance. Filter by client, industry, or date range. Never lose track of which clients need attention.
- Real-time sync with QuickBooks Online
- Client health scores updated daily
- Customizable dashboard widgets
- Export data for your own reporting
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Cohort Analysis Engine
Automatically segment your clients' customers by acquisition date, purchase behavior, industry, and more. Works for non-SaaS businesses — legal firms, home services, professional services, and beyond.
- Automatic cohort detection from transaction data
- Time-based retention curves
- Revenue-per-cohort visualization
- Compare cohorts side by side
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AI-Generated Advisory Summaries
Plain-English summaries your team can review before sharing with clients. CohortGenie highlights the key patterns — you add the strategic context that makes it valuable.
- Natural language insights, not just numbers
- Flagged anomalies and opportunities
- Firm-reviewed before client delivery
- Customizable tone and detail level
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Branded Deliverables
White-labeled PDF reports and client portal links with your firm's logo, colors, and branding. Your clients see your name — not ours.
- Custom logo and color scheme
- Professional PDF generation
- Shareable portal links
- Scheduled report delivery
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Retention & LTV Tracking
See which customer cohorts stick around and which fall off. Identify at-risk segments before revenue drops. Calculate lifetime value by segment to prioritize high-value strategies.
- Retention rate by cohort period
- Churn prediction indicators
- LTV by customer segment
- Trend alerts for declining cohorts
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Seamless QuickBooks Integration
Secure OAuth connection with read-only access. Connect a client in under 60 seconds. Data syncs automatically — no manual imports, no CSV uploads.
Ready to scale your advisory practice?
See how CohortGenie transforms your clients' data into revenue. Get a personalized demo in 20 minutes.