Turn QuickBooks Data Into Predictive Financial Insights

Connect directly to QuickBooks Online and let RunSmart automatically turn your historical data into rolling forecasts and forward-looking financial insights.
Financial risks, cash flow issues, and important business trends are automatically identified before they become bigger problems.
Model the financial impact of future hiring, growth plans, and expense changes before making key business decisions.
Manage financial analysis, forecasting, and reporting in one platform instead of juggling complex spreadsheets and multiple tools.

Everything you need to understand your numbers, plan ahead, and stay on track

RunSmart analyzes your data every month and organizes everything into four connected capabilities that show how your business is performing today, what the future looks like, and whether you’re staying on track.

Health Assessments & Insights:

Continuously evaluates financial health, surfaces risks and opportunities, and explains what changed and why — all in plain language.

Truly understand your business health
Financial metrics turned into meaningful explanations

Forecasting & Planning:

Automatically projects future performance based on your historical data and shows the financial impact of assumptions you want to test — from hiring to loans — without manual modeling.

Advanced forecasting you can trust
Run what-if analysis & test the itmpact before you act
Understand how growth translates into hiring needs
Turn loan applications into approvals
Forecasting requires a minimum of 24 months of historical data to identify trends and seasonality.

Budgeting & Progress Tracking:

Easily creates budgets from forecasts, and automatically tracks performance to highlight what’s on track, what’s drifting from budget, and where attention is needed.

Turn forecasts into actionable budgets
Track actual vs. budget performance
Set email alerts when key financial thresholds are met

Reporting:

Automatically compiles health scores, forecasts, and progress into professional, shareable reports delivered on your schedule — making it easy to collaborate with partners, advisors, and lenders.

Automated financial reports
Receive easy-to-read, automated financial reports that summarize your business’s performance and overall health—delivered directly to your inbox on your schedule: monthly, quarterly, or yearly.
Appeal to investors, partners, and banks
Collaborate seamlessly

Real insights. Real decisions.

"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

RunSmart FAQs

Answers to common questions about how RunSmart works and what you can expect.

How do you compare against other financial planning & analysis (FP&A) software?

RunSmart is built specifically for small business owners who need a clear understanding of where their business stands today and how decisions will shape what comes next. While many FP&A platforms emphasize dashboards and complex configuration, RunSmart focuses on turning your QuickBooks data into practical financial intelligence you can act on.

It continuously analyzes historical performance, highlights meaningful financial shifts, and provides a clear view of your current financial health across profitability, cash flow, and growth. At the same time, it generates forward-looking forecasts that help you evaluate the financial impact of hiring, pricing changes, borrowing, or expansion before committing capital.

The result is a platform designed to help you understand your business today, plan confidently for tomorrow, and make informed decisions without the overhead of traditional enterprise tools.

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Do I need a strong background in finance to use RunSmart?

Not at all. RunSmart is designed to be easy to use. We handle all calculations and generate forecasts automatically so you don’t have to. That said, to deliver reliable results, your books need to be clean, up to date, and properly categorized every month. If you’re unsure about your bookkeeping quality, we recommend working with a professional bookkeeper first to get things in order.

What makes RunSmart’s forecasts more reliable than other tools?

RunSmart’s forecasts are built to support real business decisions, not just generate projections. Instead of relying on simplified assumptions, RunSmart uses advanced statistical models that account for seasonality, long term trends, and volatility in your historical QuickBooks data.

By continuously analyzing performance patterns and financial shifts, RunSmart produces rolling forecasts that reflect how your business actually behaves. The result is forward looking projections you can confidently use to evaluate hiring, pricing, borrowing, and growth decisions.

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My small business has been operational for less than 2 years; can I still use RunSmart?

To ensure reliable forecasts, we require a minimum of 2 consecutive years of historical financial data in your QuickBooks Online account to use RunSmart. Anything less than 2 years does not provide enough data to identify seasonal patterns or trends effectively.

Does RunSmart support consolidations or class tracking for budgeting?

No. RunSmart is intentionally designed for single-entity businesses and does not support consolidating multiple companies or budgeting by class.

In many small businesses, consolidating financial data or budgeting across multiple classes can make it harder to clearly identify where issues are developing. RunSmart focuses on analyzing each business independently so trends, risks, and performance changes are easier to detect and address.

These types of consolidation and class-level budgeting tools are typically designed for large finance teams managing complex corporate structures. RunSmart instead prioritizes clear forecasts, financial diagnostics, and decision insights that small business owners and advisors can quickly understand and act on—without the added complexity of enterprise finance features.

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I don’t use QuickBooks Online for my small business. Can I still use RunSmart?

At this time, we currently only support an integration with QuickBooks Online.

Ready to take the next step?

Put your financial data to work with a platform built to forecast performance, evaluate decisions, and gain clearer financial direction for your business.

Start free for 30 days