Genvice connects to Xero and QuickBooks, analyses your clients' financial data, and generates advisory-ready reports — so you can deliver real insight, not just compliance work.
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Your clients trust you with their finances. Genvice gives you the analytical power to turn that trust into genuine, high-value advisory relationships.
Link your clients' Xero or QuickBooks accounts and Genvice continuously monitors their financial data — spotting trends, ratios, and anomalies before your next check-in.
Automatic SyncTrend analysis, ratio breakdowns, cash flow insights — but written the way your clients actually think. No jargon, no walls of numbers. Genvice reports are conversational, easy to digest, and designed to start a real discussion — not end up in a drawer.
Advisory-ready outputEvery report goes through you first. Annotate, adjust, and share on your terms. Genvice amplifies your expertise — it doesn't replace it.
Human-in-the-loopAuthorise your clients' accounting software in a few clicks. Genvice supports Xero and QuickBooks Online via a secure OAuth connection.
Our engine processes transaction history, balance sheets, and P&L data — running ratio analysis, trend detection, and cash flow modelling across your entire client portfolio.
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.
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.
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