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.

Learn more

RunSmart

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

Learn more

ExitSmart

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

Learn more

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.

Learn more

Applying for a Loan

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

Learn more

Selling a Small Business

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

Learn more

By Profession

CPAs, Bookkeepers, & Advisors

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

Learn more

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.

Learn more

K12 & Higher Education

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

Learn more

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)

Learn more

Prediko with RunSmart (Shopify)

Learn more

HubSpot with RunSmart (CRM)

Learn more

Pipedrive with RunSmart (CRM)

Learn more

Zoho CRM with RunSmart (CRM)

Learn more

Pricing

Simple, Transparent Pricing

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

Pricing

StartSmart Pricing

Learn more

RunSmart Pricing

Learn more

Join the ExitSmart Waitlist

Join the ExitSmart waitlist for early access, exclusive launch discounts and updates.

First Name*

Email*

Submit

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

You’ll also be added to our email list, which you can unsubscribe from at any time.

Better financial clarity. Better decisions.

Company

Home About Contact Careers

Legal

Customer Agreement Terms & Conditions Privacy Policy Security GDPR CCPA/CPRA

Alternatives

LivePlan Alternative Fathom Alternative Jirav Alternative Syft Analytics Alternative Spotlight Reporting Alternative

Resources

Blog Help Center

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