Managing Multiple Client Connections

Built for Firms

If you're running a CAS practice or fractional CFO operation, you're not analyzing one business — you're analyzing ten, twenty, or fifty. CohortGenie's firm workspace is designed for exactly that.

One workspace. Multiple QuickBooks connections. A portfolio view that shows all your clients at a glance.

Adding Clients

Each client gets their own QuickBooks connection within your firm workspace:

1. Go to Integrations in the sidebar
2. Click Connect QuickBooks Online
3. Authorize the client's QuickBooks company (make sure you select the right company if you have access to multiple)
4. Wait for the initial sync to complete

Repeat for each client. There's no limit on the number of connections — each one just counts toward your subscription.

The Portfolio View

Once you have multiple clients connected, the Portfolio view becomes your command center. It shows every connected client in a single table with:

• Client name (from the QuickBooks company name)
• Total revenue for the selected period
• Active customer count
• GDR and NDR at a glance
• Trend indicators showing direction vs. prior period

This is the view you open on Monday morning to see which clients need attention this week. A client with declining NDR or a churn spike stands out immediately.

Switching Between Clients

Use the company selector in the top navigation to switch between clients. When you select a client, the entire dashboard — stats cards, heatmap, waterfall, insights — updates to show that client's data.

You stay in the same workspace. No logging out and back in. No separate accounts. Just click the selector, pick a client, and you're looking at their numbers.

Managing Connections

The Integrations page shows the status of every connected QuickBooks company:

• Connected — syncing normally
• Sync in progress — data is being pulled
• Connection expired — OAuth token needs to be refreshed (click Reconnect)
• Error — something went wrong with the last sync (details shown)

You can disconnect any client from this page without affecting other connections.

Subscription and Client Count

Each connected QuickBooks company counts as one client toward your subscription. Your plan determines how many clients you can connect simultaneously.

If you need to add more clients than your current plan allows, you can upgrade from the billing page. If you disconnect a client, that slot opens up for a different connection.

Practical Tips

Name your connections clearly. CohortGenie pulls the company name from QuickBooks, but if your clients have generic names like "ABC Holdings LLC," consider renaming them in the portfolio view so your team can find them quickly.

Start with your best client. When you're evaluating CohortGenie for your firm, connect your most engaged client first — the one you have regular advisory conversations with. That way you can test the insights in a real meeting before rolling it out to your full book.

Use portfolio view for team meetings. If your firm has a weekly CAS team meeting, pull up the portfolio view and sort by NDR or churn. It takes 30 seconds to identify which clients need proactive outreach.

The goal is to make revenue health monitoring a standard part of your client service — not a special project. When it takes less time to check a client's cohort data than it does to open their QuickBooks file, you'll actually do it.