Financial Forecasting Software Built for SaaS Founders

RunSmart automatically brings QuickBooks and Stripe data together (coming soon) so SaaS founders can forecast revenue, model subscription growth, project cash flow, monitor financial health, spot early risk signals, and make better decisions about hiring, pricing, churn, and runway.

Why SaaS Founders Choose RunSmart

Turn Subscription Data Into Financial Clarity

SaaS businesses are driven by more than total revenue. Growth depends on how new customers, pricing, churn, expansion, contraction, and product mix all work together over time.

RunSmart combines your accounting data from QuickBooks with subscription billing data from Stripe to help you better understand how changes in your revenue engine may impact future cash flow, profitability, runway, and overall business performance.

Forecast Revenue Beyond Simple Growth Assumptions

Most SaaS forecasts rely on rough growth percentages that do not fully reflect how subscription businesses actually operate.

RunSmart helps you model revenue using key SaaS drivers such as subscriber growth, pricing changes, churn, expansion revenue, contraction revenue, and new product launches, giving you a more practical way to see how today’s decisions may affect tomorrow’s financial results.

Understand Runway Before You Spend

Hiring, marketing, product development, and infrastructure costs can quickly change the financial outlook of a growing SaaS company.

RunSmart helps you model how planned expenses, staffing changes, and growth assumptions impact your cash position, profitability, and runway so you can make decisions with more confidence before committing capital.

Spot Emerging Financial Risks Earlier

Founders often do not see financial problems until they show up in cash flow, missed targets, or investor conversations.

RunSmart analyzes forecasted performance to help identify emerging risks such as cash shortfalls, slowing revenue growth, margin pressure, rising expenses, sustained losses, and weakening liquidity before they become bigger problems.

Core Features SaaS Founders Can Leverage

Stripe Subscription Forecasting (coming soon)

Automatically import your Stripe subscription billing data into RunSmart and model the impact of pricing changes, subscriber growth, churn, expansion revenue, contraction revenue, and new product launches.
Use Stripe-powered revenue modeling alongside your QuickBooks financials to better understand how subscription changes flow through revenue, cash flow, profitability, and business health.
See how your SaaS revenue could evolve over time based on real billing activity rather than generic spreadsheet assumptions.

Automated Forecasting & Rolling Projections

Set a monthly recurring schedule to pull in actuals and historical financial data from QuickBooks Online and Stripe and generate rolling forecasts that update as your business changes.
RunSmart helps founders see how recent performance impacts future cash flow, profitability, and runway without rebuilding financial models every month.
Use automated forecasts to stay ahead of changes in revenue, expenses, margins, and cash position as your SaaS business grows.
Financial dashboard showing Bayside Construction forecast and a popup to modify advertising increase by 12 percent.

Scenario & What-if Modeling

Quickly model the financial impact of decisions such as hiring new employees, increasing ad spend, changing prices, launching a new plan, reducing churn, expanding into a new market, or raising capital.
Compare different scenarios to understand how each decision may affect future revenue, cash flow, profitability, runway, and long-term financial health.
Move from “I think this might work” to “Here is what this could do to the business.”

SaaS Revenue & Growth Planning

Plan for subscriber growth and churn by modeling how new customers, lost customers, upgrades, downgrades, and retention changes may impact future revenue, cash flow, and growth targets.
Test pricing and packaging changes by seeing how new pricing tiers, price increases, product add-ons, or plan changes could affect revenue, profitability, and overall business performance.
Model new products and expansion opportunities by forecasting the potential financial impact of launching new plans, entering new markets, increasing expansion revenue, or changing your go-to-market strategy.

Financial Health Indicators & Early Risk Signals

RunSmart monitors key areas of business health, including profitability, liquidity, solvency, efficiency, and capitalization.
Instead of only reviewing historical reports, founders can see where the business may be trending and whether future performance could create cash flow concerns, profitability pressure, or growth challenges.
Use these insights to make earlier, smarter decisions before financial issues become harder to fix.

Founder-Ready Reports

RunSmart automatically generates reports that summarize financial performance, forecasted outcomes, business health, and key trends.
Use reports for founder reviews, leadership meetings, investor updates, board discussions, lender conversations, or internal planning sessions.
Instead of spending hours preparing financial summaries, RunSmart gives you a clearer way to explain where the business stands, where it is headed, and what decisions matter most.

Built for Collaboration & Security

Collaborate with your team, accountant, bookkeeper, advisor, or fractional CFO directly inside RunSmart.
Share access, review financial line items, comment on assumptions, and keep planning discussions connected to the numbers.
Projection Genie is a Silver-tier QuickBooks App Partner, having passed Intuit’s technical and security review process.

Key Benefits for SaaS Founders

Better Revenue Visibility

Connect Stripe subscription activity with QuickBooks financial data to better understand how revenue changes impact the business.

Smarter Cash Flow Planning

See how growth, hiring, spending, and pricing decisions may affect future cash flow and runway.

No Spreadsheet Maintenance

Eliminate the need to manually rebuild forecasts, update assumptions, and connect disconnected data sources every month.

Stronger Decision-Making

Model different growth paths before making major decisions around hiring, pricing, fundraising, or spending.

Earlier Risk Detection

Identify potential cash shortfalls, slowing revenue, rising expenses, margin pressure, and weakening financial health before they become urgent.

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

Make Better SaaS Decisions With RunSmart

Connect QuickBooks and Stripe, forecast future performance, model key SaaS growth drivers, and understand how today’s decisions may impact revenue, cash flow, profitability, runway, and long-term business health.

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