Firm vs. Business Workspaces

Two Workspace Types

When you create a workspace in CohortGenie, you pick one of two types. This choice shapes how the product works for you, so it's worth understanding the difference.

Business Workspace

Built for a single company analyzing its own data.

• One QuickBooks Online connection
• One set of metrics on the dashboard
• Straightforward setup — connect, sync, analyze

Best for: A business owner or fractional CFO who wants cohort analytics for one specific company. You connect QuickBooks, you see that company's revenue patterns, you make decisions. Simple.

Firm Workspace

Built for accounting firms, CAS practices, and bookkeeping shops managing multiple clients.

• Multiple QuickBooks Online connections (one per client)
• Portfolio view — see all your clients at a glance with revenue, customer count, and trend indicators
• Branded PDF reports with your firm's logo and colors
• Each client's data is isolated from every other client

Best for: CAS practice leaders and advisory-focused firms who need cohort analytics across their entire client base. You connect each client's QBO company, and CohortGenie gives you both the per-client detail and the portfolio-level overview.

What the Portfolio View Shows

This is the feature that makes Firm workspaces different. The Portfolio page gives you a single screen with:

• Every connected client listed with their company name
• Total revenue and active customer count for each
• Revenue trend direction (up, down, flat) over the trailing period
• Quick-access links to dive into any client's full dashboard

Think of it as the homepage for your practice's analytics. Instead of clicking through each client one at a time, you can scan the portfolio and spot which clients need attention.

Which One Should You Pick?

If you're an accounting firm, CAS practice, or bookkeeping firm with multiple clients, choose Firm. Even if you're starting with just one client, the Firm workspace scales as you add more. You'll get portfolio-level visibility and consistent branding from day one.

If you're a single business — or a fractional CFO focused on one company — choose Business. It's simpler and you won't see features you don't need.

Important: You Can't Switch

Workspace type is set at creation and can't be changed after the fact. If you created a Business workspace but realize you need Firm features, create a new Firm workspace and reconnect your QuickBooks companies there. Your data will resync from QuickBooks — nothing is lost, it just takes a few minutes.

My advice: if there's any chance you'll add a second client in the next year, start with Firm. It costs the same and gives you room to grow.