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Simple + Flexible

The Business OS is specifically designed for your unique business

Organize your Company with the Business OS

The Genwise Business Operating System is a tool designed to give you control of your time, team, and technology.

Step 1: Assess

Your company is unique. Genwise produces data insights by surveying and interviewing your people to design your Business OS specifically for you.

revenue operatons services
business solutions for accountants

Step 3: Integrate

Everything at your fingertips. Genwise implements your Business OS to streamline your operations and improve efficiency.

Why the Business OS?

Save Time and Energy

Build Automation for Scale

Streamline Your Tech Stack

Increase Team Efficiency and Productivity

The Genwise Business OS draws on proven productivity systems and leading management principles of Get Things Done, OGSM, and Agile Sprint Methodology to offer a powerful framework for streamlining your workflow.


Your Company Dashboard is the home page of your Business OS. Designed to give you easy access to your entire company, your Dashboard puts all your business data at your fingertips.


High-level business data (such as department information, traffic, leads, and profitability) which is organized into your personalized dashboard.


Operating units of a business that have specific objectives, budgets, and personnel, such as Sales, Marketing, Finance, Leadership, Product, and HR.


A set of tasks that must be specific, defined, and measurable used to achieve an objective. A project has wider impact and higher risks than tasks, and requires planning for resources and scheduling your team.


An adaptable and personal workspace that is customized to your specific workflows, teams, and objectives.


A "Rolodex" for your business that enables your organization to effectively manage and organize information about your contacts such as investors, team, contractors, vendors, leads, and clients, etc.

Business Wiki

A centralized living document describing your company, revenue plan, operations plan, and financial plan. The business wiki helps employees find important information about the company such as core values, the lates pitch, plan for revenue, operations, and finance.


A three-month period on a company's financial calendar that acts as a basis for periodic financial reports. A three-month period (i.e., one quarter of a year) determined by a company’s financial calendar during which a company operates.


Qualitative goals used to achieve the business vision and lead people. Objectives are specific, measurable and attainable.

Key Results

Measurable actions that indicate progress toward your objectives.

How It Works

The Business OS 3-step integration process is how Genwise implements your Business OS.

Step 2: Build

Emphasize your unique strengths. Genwise customizes your Business OS to the needs of your people, processes, and technology.

Business OS for accountants


Small action item oriented to-do's that take no longer than one business day to complete. A task can spawn a project if it expands past the owner of the task or grows past a one day scope.


The component parts of tasks that need to be completed in order to meet the definition of done of a task.


The items at your disposal such as documents, guides, standard operating procedures and demos to make running a company easier and more efficient


A one to four-week time-boxed period when a team works to complete sub-tasks, tasks, and projects on time and under budget. Sprint goals are developed from quarterly objectives.



✅ Organize Your Company

✅ Business OS Template

✅ Priority Email Support

🚫 Full Team Assessment

🚫 Key Team Interviews

🚫 Company Modeling

🚫 1-on-1 OS Building

🚫 1-on-1 Team Training



✅ Organize Your Company

✅ Business OS Template

✅ Live Support

✅ Full Team Assessment

✅ Key Team Interviews

✅ Company Modeling

✅ 1-on-1 OS Building

✅ 1-on-1 Team Training

Francis S.

My Testimonial

I love having all the information I need at my fingertips.

Carrie H.

My Testimonial

The Business OS made my department reporting so much easier.

Christel G.

My Testimonial

Genwise helps get the things out of my head I need to move my company forward.

Schedule A Demo

Business OS Overview

The Genwise Business OS manages your people, processes, and technology by organizing your company objectives, data and resources.



Advanced visibility & controls

✅ Enterprise-grade security

✅ Priority email support



Advanced visibility & controls

✅ Enterprise-grade security

✅ Live support

✅ Full team assessment

✅ Key team interviews

✅ 1-on-1 OS building

✅ 1-on-1 team training

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