For Australian Bookkeepers & BAS Agents
Stop lodging.
Start advising.
Genvice connects to Xero (and soon QuickBooks), analyses your clients' financial data, and generates advisory-ready reports, so you can deliver real insight, not just compliance work.
20-minute walkthrough · with the founder
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Want 50% off for life? We're hand-picking 20 bookkeepers to shape Genvice as Founding Practitioner Partners. See the program ↓
What is Genvice?
Genvice is an advisory insights platform for Australian bookkeepers and BAS agents. It connects to Xero (and soon QuickBooks Online), analyses each client file with deterministic calculations where every figure shows its workings, and drafts advisory-ready reports that you review and deliver under your own name.
Why Genvice
Built for bookkeepers & BAS agents who want to do more.
Your clients trust you with their finances. Genvice gives you the analytical power to turn that trust into genuine, high-value advisory relationships.
Connect once, analyse always
Link your clients' Xero files (and soon QuickBooks Online) and Genvice analyses their financial data, spotting trends, ratios, and findings before your next client check-in.
Automatic syncReports that actually advise
Trend analysis, ratio breakdowns, and rules-based findings, written the way your clients actually think. No jargon, no walls of numbers. Genvice reports start a real discussion instead of ending up in a drawer.
Advisory-ready outputYou review, you deliver
Every report goes through you first. Annotate, adjust, and share on your terms. Genvice amplifies your expertise. It doesn't replace it.
Human-in-the-loopHow it works
From raw data to insight in minutes.
Connect your integrations
Authorise your clients' accounting software in a few clicks. Genvice supports Xero (and soon QuickBooks Online) via a secure OAuth connection.
Genvice analyses your clients
The engine processes transaction history, balance sheets, and P&L data, running ratio analysis, horizontal and vertical analysis, and trend analysis across your entire client portfolio.
Review and share advisory reports
Receive a draft advisory report for each client. Review it, add your notes, and deliver it in your name, under your brand. Your relationship, elevated by insight.
Responsible AI
Aligned with the TPB's AI guidance: by architecture, not policy.
The Tax Practitioners Board expects registered agents to keep professional judgement in charge when using AI. Genvice is built that way from the ground up:
You review everything
Every output is a draft. Nothing reaches a client without your professional judgement. No black-box agentic automation acting on your behalf.
Deterministic calculations first
All maths runs in non-AI code. The language model only narrates numbers already computed and traceable. AI's calculation hallucination is engineered out.
De-identified before the model
Any AI call receives ratios, counts and labels only, never names, ABNs, dollar amounts, or free text from the ledger.
Stored in Australia
Compute, storage and backups run in the Sydney region on Google Cloud. Raw client data never leaves the country.
Why not just use what's built in?
Platform AI answers the owner. Genvice backs the advisor.
Xero and Intuit are building AI for business owners. Genvice is built for the practitioner, across both platforms, with the workings shown.
| Genvice | Platform AI | App Dashboards and/or spreadsheets | |
|---|---|---|---|
| Built for | Bookkeepers & BAS agents | Business owners | Analysts with spare hours |
| Platforms | Xero + QuickBooks, one view | Their own ledger only | One platform at a time |
| Shows its workings | Every figure, every threshold | Rarely | You build the workings |
| Drafts the advice | Yes, for your review, to put in your voice | Generic training observations | No, you still write it |
| AU depth | BAS, GST, STP, Super Guarantee | Global-generic | None or need AU-specific app |
| Your role | Elevated: you deliver the insight | Cut out of the conversation | Unchanged: all manual |
20 spots · Founding cohort
Become a Founding Practitioner Partner
We're hand-picking 20 Australian bookkeepers to help shape Genvice during our 90-day MVP launch. In return you lock in a 50% lifetime discount and a direct line into what gets built. Not testing software. Designing it.
- 90 days of full access: run Genvice across your entire client base: ratio analysis, rules-based findings, and advisory talking points.
- Lifetime founder pricing: on successful completion of the pilot, lock in a permanent 50% discount on standard commercial pricing for the life of your practice.
- Actively stress-test the platform across real (or demo) client files.
- Two 20-minute feedback calls and two 10-minute surveys over the 90 days.
- Space is strictly limited to 20 bookkeepers, to keep the feedback loop tight.
Applications are open to Australian bookkeepers and BAS agents managing 2–30+ SMB clients. If that's you, we'd like to hear from you.
Apply for a founding spotApplications received personally by the founder.
Bookkeepers and BAS agents have always had the data. What they've been missing is the time and tools to turn it into advice. Genvice changes that.
Is my clients' data safe, and does it train the AI?
Raw Xero/QBO data is never used to train models, and client data is processed in Australia.
Will this replace me?
No. Every report is a draft you review and deliver. The client relationship stays yours.
What if the books are messy?
Genvice layers on top of already-clean books; data-quality issues are flagged, not silently absorbed.
Get a look or get the news
Ready to charge for advice, not just lodgements?
Book a demo and see a report built from real numbers, or join the newsletter and watch it unfold.