Scale Your Advisory Services Without Scaling Your Team

Turn financial insights into repeatable advisory offerings, deeper client relationships, and a more scalable firm. RunSmart automates the analysis layer behind advisory work—allowing firms to monitor client health, identify emerging risks, and guide better decisions across dozens or hundreds of businesses at once.

Why Advisory Firms Choose RunSmart

Turn CAS Clients Into Advisory Revenue

Move beyond compliance and bookkeeping by transforming client accounting data into forecasts, financial diagnostics, and decision insights advisors can use to deliver higher-value services.

This makes it easier and faster for firms to offer recurring advisory engagements such as financial reviews, forecasting updates, and strategic planning sessions.

Monitor Your Entire Client Portfolio

RunSmart provides a portfolio-level command center where advisors can monitor financial health, forecast trends, and emerging risks across all clients in one place.

Instead of manually reviewing each client’s financials, advisors can quickly see which businesses are on track, drifting from plan, or may need attention, helping firms prioritize where their advisory time will have the greatest impact.

Identify Emerging Client Risks Before They Escalate

RunSmart analyzes forecasted financial performance to identify and notify advisors of emerging risks in advance, including cash insolvency risk, debt service pressure, sustained losses, revenue contraction, margin compression, and weakening liquidity.

This allows advisors to step in early—before small financial issues become larger problems.

Deliver Clear, Client-Ready Insights

RunSmart automatically converts financial data into clear explanations, forecasts, and visual reports that make complex financial information easier for clients to understand.

Advisors can use these outputs during advisory meetings, strategic planning sessions, and lender discussions to guide better financial decisions.

Core Features Advisors Can Leverage

Portfolio View & Multi-Client Command Center

Monitor your entire client base from a single portfolio dashboard showing financial health and forecast trends.

Instantly see which clients are healthy, drifting from plan, or developing emerging risks.

Focus your advisory attention where it will have the greatest impact.

Automated Forecasting & Rolling Projections

Set a monthly recurring schedule to pull in actuals and historical data from QuickBooks Online to generate dynamic rolling forecasts that evolve month-to-month automatically.

Stress-test plans with “what-if” scenarios to show how changes in sales or expenses impact outcomes like cash flow, profitability and more.

Branded Client-Ready Reports

Deliver professional reports that summarize financial health, forecasts, and performance trends.

Use reports during advisory meetings, lender discussions, or strategic planning sessions.

Apply your firm’s branding so every deliverable reinforces your advisory relationship.

Scenario & What-if Modeling

Quickly model the financial impact of business decisions such as hiring, financing equipment, or expanding operations.

Help clients evaluate options using data-driven projections instead of rough estimates.

Built for Collaboration & Security

Collaborate with clients directly inside RunSmart with shared access and role-based permissions.

Comment on financial line items to document discussions and decisions.

Projection Genie is a Silver-tier QuickBooks App Partner, having passed Intuit’s technical and security review process.

Key Benefits for Advisory Firms

Recurring AdvisoryRevenue

Package forecasting, planning, and performance analysis into ongoing advisory engagements.

Portfolio-Level Visibility

Monitor financial health and emerging risks across your entire client base.

Scalable Advisory Delivery

Serve more clients without increasing manual financial modeling time and effort.

Stronger Client Relationships

Deliver proactive insights instead of reactive reporting.

Professional Deliverables

Client-ready reports and insights without building custom spreadsheets.

Real advisors. Real clarity.

"I can quickly identify which clients are trending in a direction that needs attention and focus my conversations there."

Sanjay Mehta

Fractional CFO

"It helps me connect what’s happening in the financials to what’s likely to happen next without piecing it together manually."

Mark Jin

Business Advisor

"I’m not rebuilding forecasts every month—the system updates everything based on actuals, which is a big time saver."

Rachel Stein

CPA

"The ability to see forward-looking performance across multiple clients in one place has changed how I prioritize my time."

Anthony Delmaro

CFO

"Instead of spending time preparing analysis, I can go straight into reviewing performance and discussing next steps."

Laura Kates

Accounting Firm Partner

"It surfaces changes in margins and cash flow trends early enough for me to actually address them with clients."

Kevin O’Brien

Financial Advisor

"The forecasts incorporate historical patterns automatically, which saves me from building and maintaining models for every client."

Danielle Russo

Fractional CFO

"Portfolio View gives me a quick read on which clients need attention without working through each one individually."

Steven Mercer

CPA

Grow Your Advisory Practice with RunSmart

Deliver strategic value, increase client retention, and grow your advisory revenue with RunSmart.

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