What is Genie Diagnostics?
Genie Diagnostics is your automated financial detective — it helps you understand why key parts of your business changed from one period to the next.
While Genie Insights tells you what happened (for example, “profit decreased 8%”), Genie Diagnostics goes a step further to explain why it happened — automatically connecting the dots between your revenue, expenses, cash flow, and other drivers.
You’ll see plain-English explanations like:
“Your profit fell because sales slowed down while operating costs continued to rise.”
“Cash increased as customers paid invoices faster and inventory levels declined.”
It’s like having a CFO quietly analyzing your books and summarizing the reasons behind every shift — but without the meetings, spreadsheets, or extra cost.
How it works (high level)
Every time Genie analyzes your financial data, it reviews how each KPI (like Profit, Cash Flow, or Working Capital) has changed since the last period.
It then looks for related patterns among other metrics — for example, whether revenue went up, expenses went down, or collections got faster.
When Genie finds a match that fits a known pattern, it automatically explains what likely drove that change. If multiple factors contributed, Genie highlights the most influential ones — so you can focus on what truly matters.
You don’t have to do anything manually. Genie runs these diagnostics automatically each time your QuickBooks data is refreshed.
What it can reveal
Genie Diagnostics helps you quickly identify:
Profit drivers – Is profitability improving because of better pricing, lower costs, or both?
Cash flow changes – Are cash balances shifting because of slower collections, higher spending, or new borrowing?
Efficiency patterns – Are you holding too much inventory or collecting payments faster than before?
Financial health signals – Is liquidity strengthening or weakening as your business grows?
Each explanation includes percentage changes and plain-English commentary, so you can interpret results at a glance.
Why it’s valuable
Saves time – No need to dig through reports or spreadsheets to figure out what caused a change.
Adds context – Numbers alone can be misleading; Genie explains the “why” behind them.
Improves decision-making – Spot trends early, address issues faster, and make confident adjustments to pricing, spending, or cash management.
No finance degree required – Everything is written in simple, straightforward language.
Where to find it
You’ll see Genie Diagnostics insights:
Click on the Health Scorecard link in the sidebar menu.
Then click on the sub-page labeled “Insights & Diagnostics.”
There, you’ll find detailed explanations for each KPI category — Profitability, Liquidity, Efficiency, Solvency, and Capitalization.
Pro tip
If you notice a negative trend, don’t panic — use Genie’s explanations to pinpoint where to look first.
For example:
“Inventory increased while cash fell” → check stock levels or supplier payment timing.
“Revenue improved but profit declined” → review whether costs are rising faster than sales.
Over time, you’ll start recognizing these cause-and-effect patterns automatically — that’s how Genie turns financial data into actionable insight.