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GeniusBooks
GeniusBooks for Accounting Firms

Manage 3x more clients without hiring more staff.

Give every client a 24/7 AI bookkeeper your team controls from one workspace with scoped access per client. Stop losing billable hours to data entry. Earn 25% recurring on every subscription.

Become a partner
Book a demo↓

Free to join · 25% recurring revenue share · You control access

  • Per-client data isolation
  • Full audit log
  • Works with QuickBooks Online

The problem

You can't scale a firm on data entry.

Every new client adds more receipts, invoices, and report requests. Your team is already full, and hiring to keep up eats the margin.

Where your team's week goes todayMost of the week is keystrokes, not advice.
70%
30%
Data entry & adminAdvisory & growth

Capacity ceiling

More clients means more files to key in. Growth stalls at the size of your team.

Margin squeeze

Hiring to keep up eats the margin that bookkeeping was supposed to protect.

Talent drain

Your best people came to advise clients, not retype receipts all day.

The shift

From data entry to advisory.

GeniusBooks takes the keying off your team, so the same people serve more clients and you earn on every one.

Without GeniusBooks
  • Manual entry across every client file
  • Capacity capped by headcount
  • Hire to grow, and margins shrink
  • Reports take days to pull together
With GeniusBooks
  • AI does the entry on every client
  • 3x more clients with the same team
  • Recurring revenue on every subscription
  • Any client report in seconds

How the partner program works

Start free. Get paid recurring.

Three steps from signup to your first recurring payout.

  1. Join free

    Apply and set up your firm workspace in minutes.

    Firm workspace created

  2. Invite clients

    Connect each client's QuickBooks with scoped access. Your team works every client from one place.

    Scoped access
    Read-onlyBookkeepingFull

  3. Earn recurring revenue

    Get a 25% recurring share on every client subscription, plus 5% when you refer another firm.

    Recurring share$220/mo
Become a partner

The economics

Your recurring revenue, estimated.

Move the sliders. See what your client base could earn your firm every month, recurring. Based on a 25% recurring share of client subscriptions.

Estimate your recurring revenue

20 clients
$19.99/mo
10
$39.99/mo
8
$79.99/mo
2

$170

Monthly revenue share

$2,039

Annual recurring

Based on a 25% recurring revenue share.

One workspace. Every client.

Built for your team's day

One workspace, every client.

Switch between client books in a click. The AI always knows which client it's working on.

Acme CorpBright CoLao LLC
Invoice#208Net 15
ACBill toAcme Corp
Monthly bookkeeping$1,800.00
Tax · 5%$90.00
Total due$1,890.00
Synced to QuickBooks

The AI does the entry.

Receipts, invoices, vendor categorization, all handled per client, with your firm's patterns learned over time.

ExpenseRecordedFrom Gmail
Office DepotOffice supplies$142.30
Synced to QuickBooks

Answers on demand.

Pull any client's P&L, A/R aging, or sales report in seconds. Great for client calls.

Client P&L · this quarter
$58,400.00+7%

Built for firms that take data seriously.

  • Per-client isolationEach client is a separate, walled-off workspace.
  • Scoped accessAssign Read-only, Bookkeeping, or Full access per client and per team member.
  • Full audit logEvery action is recorded.
  • Approval-firstThe AI drafts; your team confirms. Destructive actions always ask.
Read our security overview

The exact economics

Recurring revenue, two ways.

Client revenue share

Earn 25% recurring on every client subscription you bring, paid for as long as they stay.

Referral share

Refer another firm and earn 5% recurring on their business.

Earnings and payouts are tracked in your partner dashboard. Revenue-share terms are confirmed with our finance team before payout.

Partner questions

Grow your firm with AI, and earn while you do.

Become a partner
Book a demo

Free to join · 25% recurring revenue share

Become a partner