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Accounting Made Easy with Genwise Automated Solutions.
small business help

Data-driven business solutions

The right process

genwise partners

Trusted partner network to build solutions  

The right partners

tools for small businesses

Tools, templates, and frameworks to increase efficiency

The right tools

A holistic approach.

Every company is different. No solution works for everyone.

We identify what makes your company unique and then build a system designed specifically for your needs.

Automate everything.


Assess critical technology and workflows. Analyze expenses, resources, and capacity.


Create process automations. Implement connected technology with Genwise operations experts.


Train your staff with an expert implementation team to get the most out of your upgraded systems.

Holistic technology and systems designed for your firm.

Streamlined operations increase billable hours

Integrated & simple technology enhance productivity

Automated tasks reduce errors

Dedicated implementation & support team eliminates headaches

Why the Genwise system

for bookkeeping firms?

Genwise equips bookkeepers with a Bookkeeping-as-a-Service (BaaS) system that allows their business to scale their growth. Our operations team works directly with the business owner while modeling the organization's processes, implementing new technology for increased efficiency around staff members, and creating sustainable revenue models so they earn predictable income.

Every company is different. No single solution works for everyone. We work to holistically understand what makes your company unique and build custom solutions designed for your needs.

Find out if automation is a fit for your firm.
Genwise Agile CPA Automation Process

Do more without more people.

Leverage automation to empower your team.

Pains and Gains

Pain Points 

  • “Excel hell”

  • Overloaded demand

  • Workforce burnout

  • High unbillable hours 

  • High repeatable tasks

  • Too little visibility into business data 

  • Overwhelming choice of tech solutions


  • Higher productivity 

  • Less human error

  • Reduced long-term operating costs

  • Better customer service

  • Happier employees

  • More time to focus on strategic matters

  • Increased billable time

CPA Christel Testimony for Genwise's Expertise in Transforming Accounting Firm

My biggest problem was figuring out which technology to implement. Before Genwise I was trying to build a system with all the wrong pieces.

Christel Gustafson

Managing Partner
Vine Financial Partners

Discover if Genwise is a fit for your firm.

We automate accounting firms.

Genwise knows how to solve your workflow headaches, so your team can focus on billable time.

Synchronize Client Data

Create workflows to synchronize client data between your CRM and accounting or tax software.

Document Collection & Storage
Integrate with cloud storage services to automate document collection during onboarding and tax season.

Bank Statement Import

Connect your accounting software and client banks to import bank statements and categorize transactions.

New Client Setup
Create workflows to set up new client accounts across your software. Create new client folders, engagement letters, and import tax data.

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