Start & Scale Advisory Services Without Scaling Your Team
After each month-end close, RunSmart automates much of the financial analysis and report preparation required to deliver advisory services. Instead of spending hours building forecasts, identifying financial trends, and preparing client presentations, your firm is ready for better advisory conversations in minutes.
Why Firms Deliver Advisory More Efficiently with RunSmart
Turn Month-End Close Into Advisory Revenue
After the books are closed, RunSmart automatically transforms client QuickBooks data into forecasts, financial health diagnostics, risk signals, and reports your firm can use to turn month-end review work into higher-revenue advisory services.
Instead of spending hours building spreadsheets or manually reviewing every client file, your team can quickly identify where advisory conversations are needed first and deliver more strategic financial guidance at scale.
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 of your 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 focused 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
Every advisory meeting starts with preparation. Building forecasts, reviewing financial statements, identifying trends, and assembling reports can consume hours before the conversation even begins.
RunSmart automates much of that preparation by transforming completed QuickBooks data into forecasts, financial health diagnostics, early risk alerts, and client-ready reports, so your team can spend more time advising clients and less time preparing for the meeting.
Core Features Advisors Can Leverage
Portfolio View & Multi-Client Command Center
Automated Forecasting & Rolling Projections
Branded Client-Ready Reports
Scenario & What-if Modeling
Built for Collaboration & Security
Key Benefits for Advisory Firms
Recurring Advisory Revenue
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 building financial models.
Stronger Client Relationships
Deliver proactive insights instead of reactive reporting.
Professional Deliverables
Client-ready reports and insights generated for you in seconds.
Special Partner Pricing for Firms Managing 100+ Projects
As your advisory services grow, RunSmart is designed to grow with you. CPA firms, bookkeeping firms, and financial advisors that manage more than 100 RunSmart projects qualify for special partner pricing, helping you reduce software costs while supporting more clients at scale. Please contact us for details at support@projectiongenie.com.
Lower Cost Per Client
Partner pricing helps your firm save as you add more projects, making it easier to deliver forecasting, reporting, budgeting, and financial insights across a larger client base without significantly increasing your software spend.
Built for Growing Advisory Firms
RunSmart gives your team a more repeatable way to provide advisory services across multiple clients, reducing the need to rebuild spreadsheets, manually update forecasts, or create reports from scratch each month.
More Room to Grow Profitably
By lowering your cost per project, partner pricing can help improve margins as your firm expands its advisory offering, adds more clients, and creates new recurring revenue opportunities.
What Advisors Are Saying
