Making Predictive Financial Intelligence Accessible to All
At Projection Genie, we believe sophisticated financial intelligence shouldn't be limited to large companies with dedicated finance teams or expensive enterprise software. Our team of financial analysts, accountants, developers, mathematicians, and statisticians builds technology that automatically transforms financial and operational data into forward-looking forecasts, financial health insights, and early risk signals without the expensive price tag.
Whether you're running a startup, small business, advising clients, or managing an investment portfolio, our goal is to make it easier to understand financial performance, anticipate future outcomes, and make informed decisions with greater confidence.
Our Mission
Our mission is to make sophisticated predictive financial intelligence accessible and affordable for founders, businesses, investors, and financial advisory firms.
We believe everyone responsible for making financial decisions should have access to the forecasts, insights, and planning capabilities needed to understand where businesses stand today, where they're headed, and how important decisions may affect future financial outcomes before making them.
What Makes Projection Genie Different?
Projection Genie combines automated forecasting, financial health analysis, and forward-looking intelligence in one accessible platform, making it easier to understand and plan for the future of one business or an entire portfolio.
Automated, Not Manual
Projection Genie automatically analyzes financial data, generates forecasts, and identifies emerging risks, reducing the need for spreadsheets and manual financial modeling.
Forward-Looking, Not Just Reporting
Understand where revenue, expenses, cash flow, and profitability are headed, rather than relying solely on historical financial reports.
Built For Real Decisions
Evaluate how decisions around hiring, pricing, spending, and growth may affect future financial performance before committing.
Sophisticated, Not Complicated
Access advanced financial intelligence and planning capabilities without needing extensive financial expertise or complicated software.
Intelligence Across Your Portfolio
Monitor financial performance across multiple businesses, identify emerging risks, and understand which clients or portfolio companies may need attention.
How We Think About Financial Intelligence
Financial intelligence should do more than explain what happened in the past. It should help businesses and the people responsible for their financial performance understand what's likely to happen next, evaluate their options, and make better-informed decisions.
Forecasting and financial analysis shouldn't depend on manually building and maintaining complicated financial models.
As financial data changes, forecasts should reflect the latest available information without requiring users to rebuild their models.
Historical reports explain what happened. Predictive financial intelligence helps you understand what's likely to happen next.
Understanding how decisions may affect revenue, expenses, cash flow, and profitability is essential to effective financial planning.
Advanced financial analysis shouldn't require expensive enterprise software, dedicated finance teams, or years of financial modeling experience.
News from Projection Genie
Projection Genie Is Now an Official Intuit App Program Partner
Survey Results: Small Business Financial Planning Trends In 2024
Why RunSmart Outperforms Excel in Financial Forecasting
Latest Product Release - New features & updates! - Aug 2022
Our Public Roadmap is Live!
Finmark Is Gone. RunSmart Is What Comes Next.
BILL shut down Finmark on April 1, 2026. If you used it for forecasting, budgeting, or financial modeling, here's why your replacement should be an upgrade — not a downgrade.
