Financial Forecasting Software Built for Small Business Owners
RunSmart automatically transforms your QuickBooks Online data into forecasts, financial health indicators, early risk signals, and easy-to-understand reports, helping you see how decisions around hiring, spending, pricing, financing, and growth may impact future cash flow, profitability, and overall financial health.
Why Small Business Owners Choose RunSmart
Turn Your Accounting Data Into Financial Clarity
Financial statements can tell you what happened, but they do not always make it easy to understand what those results mean for the future of your business.
RunSmart analyzes your QuickBooks Online data to help you understand where your business stands, where it may be headed, and how changes in revenue, expenses, margins, debt, and working capital may affect future performance.
Know Where Your Business May Be Headed
Many small business owners rely on historical reports, rough estimates, or spreadsheets when trying to plan for the months and years ahead.
RunSmart uses your historical financial performance to automatically generate forecasts for revenue, expenses, cash flow, and profitability, giving you a clearer picture of what may happen if current trends continue.
Make More Confident Business Decisions
Hiring employees, increasing marketing spend, purchasing equipment, taking on debt, or changing prices can significantly affect your company’s financial outlook.
RunSmart helps you model how planned decisions may impact future cash flow, profitability, and financial health so you can evaluate potential outcomes before committing money or resources.
Spot Emerging Financial Risks Earlier
Financial problems are often difficult to recognize until they result in tight cash flow, declining profitability, missed payments, or an unexpected need for financing.
RunSmart analyzes forecasted performance to identify emerging risks such as cash shortfalls, falling margins, rising expenses, sustained losses, weakening liquidity, and increasing debt pressure before they become more serious.
Core Features Small Business Owners Can Leverage
QuickBooks-Powered Financial Intelligence
Automatically import your historical financial data from QuickBooks Online and turn it into forecasts, financial health indicators, reports, and forward-looking insights.
Use your actual accounting results to better understand how changes in revenue, expenses, margins, debt, and working capital may flow through future cash flow and profitability.
Gain greater visibility into your business without manually reorganizing financial statements or maintaining complicated spreadsheets.
Automated Forecasting & Rolling Projections
Set a monthly recurring schedule to pull in actuals and historical financial data from QuickBooks Online and watch RunSmart generate rolling forecasts that update as your business changes.
See how recent performance may affect future revenue, expenses, cash flow, profitability, and financial health without rebuilding your financial model each month.
Use automated forecasts to stay ahead of changing business conditions and better prepare for upcoming financial needs.
Scenario & What-if Modeling
Quickly model the financial impact of decisions such as hiring employees, increasing marketing spend, changing prices, purchasing equipment, taking on debt, reducing expenses, or expanding your business.
Compare different scenarios to understand how each decision may affect future revenue, cash flow, profitability, and long-term financial health.
Move from guessing what might happen to seeing how a potential decision could affect your business before you move forward.
Revenue, Expense & Growth Planning
Plan for future revenue by adjusting sales expectations and seeing how different levels of growth or decline may affect cash flow, profitability, and financial health.
Model changes to operating expenses, payroll, pricing, and other costs to understand how they may affect margins and the amount of cash your business generates.
Evaluate growth opportunities by forecasting the potential financial impact of adding employees, expanding locations, introducing new products or services, or entering new markets.
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 financial statements, see where your business may be trending and whether forecasted performance could create cash flow concerns, profitability pressure, debt challenges, or other financial risks.
Use these insights as an advance warning to take corrective action before developing financial issues become more difficult to address.
Business-Ready Reports
RunSmart automatically generates monthly reports that summarize your latest financial performance, forecasted outcomes, business health, and important trends.
Use reports for your own financial reviews or share them with business partners, managers, accountants, bookkeepers, advisors, lenders, or investors.
Instead of spending hours preparing financial summaries, gain a clearer way to explain where your business stands, where it may be headed, and which financial issues deserve attention.
Built for Collaboration & Security
Collaborate with business partners, accountant, bookkeeper, advisor, or fractional CFO directly inside RunSmart.
Share access, review financial line items, comment on assumptions, and keep planning discussions connected to your company’s financial information.
Projection Genie is a Silver-tier QuickBooks App Partner, having passed Intuit’s technical and security review process so you can trust that your data is secure.
Key Benefits for Small Business Owners
Better Financial Visibility
Turn your QuickBooks Online data into a clearer view of your historical performance, forecasted results, and overall financial health.
Smarter Cash Flow Planning
See how changes in sales, hiring, spending, pricing, debt, and growth may affect the amount of cash your business has available.
No Spreadsheet Building or Maintenance
Eliminate the need to manually build forecasts, update formulas, transfer accounting data, and maintain complicated financial models each month.
Stronger Decision-Making
Model different options before making major decisions around hiring, spending, pricing, financing, equipment purchases, or expansion.
Earlier Risk Detection
Identify potential cash shortfalls, declining margins, rising expenses, sustained losses, increasing debt pressure, and weakening financial health before they become urgent.
Real Owners. Real Clarity.
"What impressed me most is how easy it is. I don't have to build complex models again."
Brad Kingsford
CPA
"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
"I’m not building models or digging through reports anymore—it’s already laid out for me."
Brian O’Connor
CFO
"I don’t have to rebuild models just to answer basic ‘what happens if this changes’ questions."
Samantha Lee
Bookkeeper
"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
"It’s straightforward and easy to use. I didn’t have to spend time figuring things out."
Michael Patel
Small Business Owner
"Portfolio View is probably my favorite part. I can quickly see what’s going on across all my clients."
Misty Callen
Senior Advisor
"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
Make Better Business Decisions With RunSmart
Connect QuickBooks Online, forecast future performance, model important business decisions, and understand how today’s choices may impact future financial health.
