Products

Predictive Financial Intelligence

A suite of financial planning and intelligence tools for every stage of your business—from idea to exit.

Products

StartSmart

Gauge the financial potential of new business ideas.

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RunSmart

All-in-One Financial Planning & Intelligence — Easily forecast growth, monitor business health, and track your progress.

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ExitSmart

Accurately assess the value of your business & maximize returns for a successful sale.

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Uses Cases

By Business Event

Validating a Business Idea

Quickly assess the financial viability of a new business idea with forward-looking projections and scenario modeling.

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Applying for a Loan

Enter the loan process prepared with lender-ready financials that reduce delays, minimize follow-ups, and improve approval odds.

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Selling a Small Business

Assess and prepare your business for a successful exit with clear financials that support valuation, timing, and negotiation decisions.

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By Profession

CPAs, Bookkeepers, & Advisors

Elevate your firm’s financial planning, forecasting, and business intelligence services for small businesses.

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Loan Officers & Underwriters

Streamline underwriting by evaluating borrower capacity and risk with forward-looking statements, metrics, and KPIs automatically built from their accounting data—in minutes.

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K12 & Higher Education

Transform how students in K-12 and higher education learn business financial planning.

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Third-Party Tools

Bring revenue forecasts from other tools into RunSmart and evaluate their impact on your business’s cash flow, profitability, and financial health.

ChartMogul with RunSmart (SaaS)

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Prediko with RunSmart (Shopify)

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HubSpot with RunSmart (CRM)

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Pipedrive with RunSmart (CRM)

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Zoho CRM with RunSmart (CRM)

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Pricing

Simple, Transparent Pricing

Choose the plan that fits your needs—from getting started to scaling with advanced financial intelligence.

Pricing

StartSmart Pricing

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RunSmart Pricing

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Get in Touch

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Intuit and QuickBooks are registered trademarks of Intuit Inc. Used with permission. Projection Genie is a Silver Tier Intuit App Program Partner.