Understand your customers without hiring an analyst
CohortGenie connects to your QuickBooks and reveals which customers drive growth, which are at risk, and where to focus next.
You know your revenue. But do you know your customers?
QuickBooks tells you how much you made. CohortGenie tells you why — which customer segments are growing, which are shrinking, and what's driving the difference. It's the intelligence layer your financial data has been missing.
Revenue intelligence on autopilot
See who stays and who leaves
Cohort analysis shows you retention patterns over time. Know which customer groups stick around and which churn — before it hits your revenue.
Find your best acquisition channels
Not all customers are created equal. See which sources produce customers with the highest lifetime value so you can invest smarter.
Spot trends before they become problems
CohortGenie flags declining cohort quality, seasonal retention gaps, and revenue concentration risks automatically.
No data team required
Connect your QuickBooks, and the analysis happens automatically. Plain-English insights and visual dashboards — no SQL, no spreadsheets.
Questions CohortGenie answers
The questions you've been asking your spreadsheets — answered instantly
- Are my newer customers as valuable as my older ones?
- Which customers are most likely to come back?
- Where should I spend my next marketing dollar?
- Is my customer retention getting better or worse?
- Which service or product drives the most repeat business?
- What does my revenue look like in 6 months if current trends hold?
See what your data already knows
Get a 20-minute walkthrough with your own QuickBooks data. No commitment, no credit card.