How StartSmart Works

StartSmart turns your answers into clear financial projections automatically — no spreadsheets, formulas, or financial expertise required.

Financial Modeling Based on Your Inputs

StartSmart asks a small set of guided questions about your business idea — such as pricing, expected demand, costs, and timing. Based on your responses, it automatically models expenses, revenue, cash flow, profitability, and break-even timing.

Built-In Logic to Handle the Math

Behind the scenes, StartSmart handles all calculations and financial logic for you. It applies structured financial modeling techniques to translate your inputs into clear, consistent projections you can actually understand.

Clear Outputs You Can Use to Decide

The result is a clear financial picture that shows whether a business idea can realistically make money, how long it may take to break even, and what level of investment is required — so you can decide whether to move forward with confidence.

The must-have tool for founders aiming to sell for maximum profit

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Uncover the true value of your business with our user-friendly software, designed to help founders accurately assess their company’s worth and provide compelling proof to buyers, ensuring the highest possible sale price.
With automated reports, dynamic scenario analysis, and professional-quality insights, you can confidently navigate the selling process, build trust with potential buyers, and negotiate for top dollar—all without the expense of hiring costly M&A experts or paying hefty commissions.

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Everything You Need to Prepare for a Successful Exit

Explore the tools and insights ExitSmart provides to help founders understand valuation drivers, model exit scenarios, identify risks, and prepare financially for a stronger, more successful transition.

01.

Easy to Use

ExitSmart empowers anyone, regardless of financial expertise, to confidently evaluate their business’s worth without the need to pay for the services of expensive M&A experts.

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02.

Reliable, Bias-Free Valuations

Benefit from proven valuation methodologies and advanced statistical algorithms designed specifically for small businesses, minimizing the risk of human error or bias in the valuation process..

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03.

Comprehensive What-If Analysis

Run multiple “what-if” scenarios, helping you understand how different factors (like market conditions or changes in revenue) could impact your business’s value.

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04.

Track Value Changes

Understand how your business’s value has changed over time with our historical value tracking feature. Analyze past valuation trends and pinpoint key factors that drove growth or caused declines, empowering you with insights to guide future decisions.

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05.

Collaborate seamlessly

Assemble a team and extend invitations to partners, investors, and key personnel to join your project, facilitating global collaboration on your valuation from any location.

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06.

Valuation Reports On-Demand

Receive detailed valuation reports delivered straight to your inbox on your schedule—monthly, quarterly, or yearly—providing an in-depth analysis of your business’s worth. Generate customized reports designed to provide compelling proof to buyers or stakeholders, empowering you to communicate your business’s value effectively with data-backed insights for negotiations or presentations.

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StartSmart FAQs

Answers to common questions about how StartSmart works and what you can expect.

How do you compare against other financial planning & analysis (FP&A) software?

Many FP&A platforms are built for dedicated finance teams and require significant setup, configuration, and ongoing financial modeling. RunSmart is designed to give business owners powerful financial intelligence and planning capabilities without the complexity of traditional FP&A software.

Simply connect your QuickBooks account and RunSmart automatically analyzes your financial performance, generates forecasts and insights, monitors your financial health, tracks budgets, and produces professional reports without requiring you to build or maintain complicated financial models.

Do I need a strong background in finance or accounting to understand RunSmart's results?

No. RunSmart is designed to make complex financial information easier to understand, even if you don't have a background in finance or accounting.

Plain-language insights, helpful tooltips, and an extensive library of help articles explain financial concepts and results throughout the platform. RunSmart also includes an AI-powered chatbot that can answer questions and explain unfamiliar financial concepts in simple terms whenever you need additional help.

What makes RunSmart’s forecasts more reliable than other tools?

RunSmart's forecasts are built from your historical QuickBooks data using advanced statistical forecasting techniques widely used by Fortune 500 organizations. Instead of relying on simple growth assumptions or fixed percentage increases, RunSmart automatically selects and applies statistical forecasting models tailored to your business's historical data to produce more reliable financial forecasts.


By continuously analyzing historical business performance, RunSmart generates rolling financial forecasts that help you evaluate hiring, pricing, borrowing, spending, expansion, and other important business decisions with greater confidence.

Can businesses with less than 2 years of history use RunSmart?

Standard and Premium plan users can begin using RunSmart with less than 24 consecutive months of QuickBooks history. While financial forecasting will not be available until 24 months of historical data are available, you can still analyze your historical financial performance, monitor your business's financial health, review key financial metrics, compare your performance against industry benchmarks, and generate professional reports.


Once your business reaches 24 consecutive months of historical QuickBooks data, financial forecasting is automatically enabled. This allows RunSmart's statistical forecasting models to identify longer-term trends and seasonal patterns, helping produce more reliable forecasts.


Pro plan users require at least 24 consecutive months of historical QuickBooks data before using RunSmart. The Pro plan is designed for businesses that need advanced forecasting, scenario planning, budgeting, workforce planning, automated reporting, and other forward-looking financial planning capabilities, all of which depend on sufficient historical data to produce reliable results.

Does RunSmart support consolidations or class tracking for budgeting?

No. RunSmart is intentionally designed for single-entity businesses and does not support consolidating multiple companies or budgeting by class.


RunSmart focuses on helping firms analyze each client independently so trends, risks, and performance changes are easier to detect, explain, and address.

Does RunSmart work without QuickBooks Online?

At this time, RunSmart only supports QuickBooks Online.

Real insights. Real decisions.

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"What impressed me most is how easy it is. I don't have to build complex models again."
Brad Kingsford
CPA
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"I can scan my entire client base and quickly spot where margins are projected to tighten without digging into each set of financials."
Ashley Chen
CPA
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"I’m not building models or digging through reports anymore—it’s already laid out for me."
Brian O’Connor
CFO
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"I don’t have to rebuild models just to answer basic ‘what happens if this changes’ questions."
Samantha Lee
Bookkeeper
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"I save a ton of time on monthly reviews now. Most of the work is already done when I log in."
Daniel Brooks
Accounting Firm Owner
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"It’s straightforward and easy to use. I didn’t have to spend time figuring things out."
Michael Patel
Small Business Owner
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"Portfolio View is probably my favorite part. I can quickly see what’s going on across all my clients."
Misty Callen
Senior Advisor
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"The forecasting alone is a game changer. I don't have to build or model anything manually and its so much more reliable then what I've seen from others."
Kassi Ramirez
Fractional CFO
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Prepare for Your Future Exit

Join the ExitSmart waitlist to get early access to a platform designed to help founders plan ahead and maximize business value before a future transition or sale.

Join our waitlist
Dashboard for Bayside Construction showing seasonality, growth, health grade A, trends, KPIs, and revenue charts.Dashboard for Bayside Construction showing seasonality, growth, health grade A, trends, KPIs, and revenue charts.