FP&A Software for Accounting Firms Serving QuickBooks Clients

Automatically transform completed month-end financials into forecasts, financial health insights, risk alerts, budgets, and client-ready advisory reports.

Automatically refresh forecasts and advisory reports using the latest QuickBooks data—without manually rebuilding forecast models or preparing reports after every month-end close.

Quickly identify the clients who need your attention by automatically surfacing revenue trends, cash flow risks, margin changes, budget variances, and financial health concerns.

Walk into every advisory meeting prepared with practical financial insights that help clients make better business decisions.

Turn Month-End Close Into Client-Ready Advisory Reports

After each month-end close, RunSmart automatically transforms your clients' QuickBooks Online data into forecasts, financial health insights, risk alerts, budgets, and client-ready advisory reports. Instead of spending hours updating spreadsheets, rebuilding forecast models, reviewing financial statements, and preparing reports before every client meeting, your team starts with much of the financial analysis and report preparation already completed.

Health Assessments & Insights

Understand each client's financial health in minutes instead of manually reviewing data, calculating ratios, and comparing performance across multiple periods.

See an overall picture of each client's financial health across profitability, liquidity, solvency, efficiency, and capitalization.

Quickly see where each client outperforms—or falls behind—industry benchmarks so you know where to focus your conversations.

Start every advisory meeting with clear financial talking points instead of spending time interpreting complex metrics.

Forecasting & Planning

RunSmart automatically generates forward-looking forecasts from historical QuickBooks data and helps your firm model the financial impact of client decisions around hiring, spending, pricing, financing, and growth.

Keep every client's forecast automatically updated using the latest QuickBooks data.

Confidently evaluate hiring, pricing, financing, spending, and growth decisions before your clients commit to them.

See how future business decisions may affect staffing, payroll, cash flow, and profitability before they happen.

Note: RunSmart requires a minimum of 24 months of historical data to provide forecasts.

Workforce Planning

Automatically forecast how hiring, compensation changes, and workforce growth may impact payroll, cash flow, profitability, and future staffing needs so you can help clients can make more informed workforce decisions.

Forecast the financial impact of hiring, compensation adjustments, promotions, bonuses, and workforce growth.

Understand how staffing decisions may affect payroll expense, profitability, cash flow, and future financial performance.

Visualize your client's organizational structure with an interactive organizational chart that automatically updates as staffing plans change.

Compare multiple workforce planning scenarios to help clients make more informed hiring and organizational decisions.

Budgeting & Progress Tracking

Turn financial forecasts into actionable budgets and automatically monitor client performance throughout the year so you can quickly identify where attention is needed.

Convert forecasts into actionable budgets that establish clear financial targets for each client.

Quickly spot where revenue, expenses, profitability, or cash flow are drifting from plan before small issues become larger problems.

Receive automated alerts when key financial thresholds, milestones, or performance targets are reached or missed.

Monthly Reporting

RunSmart automatically prepares professional, client-ready advisory reports that are ready to share after each month-end close.

Go beyond historical financial statements with forward-looking forecasts and financial insights.

Automatically highlight the financial trends, risks, and opportunities worth discussing with clients.

Share polished, client-ready reports without spending hours preparing presentations or financial summaries.

What Advisors Are Saying

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"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

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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?

Many FP&A platforms are built for dedicated finance teams and require significant setup, configuration, and ongoing financial modeling. RunSmart is designed to give business owners powerful financial intelligence and planning capabilities without the complexity of traditional FP&A software.
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Simply connect your QuickBooks account and RunSmart automatically analyzes your financial performance, generates forecasts and insights, monitors your financial health, tracks budgets, and produces professional reports without requiring you to build or maintain complicated financial models.

Do I need a strong background in finance or accounting to understand RunSmart's results?

No. RunSmart is designed to make complex financial information easier to understand, even if you don't have a background in finance or accounting.
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Plain-language insights, helpful tooltips, and an extensive library of help articles explain financial concepts and results throughout the platform. RunSmart also includes an AI-powered chatbot that can answer questions and explain unfamiliar financial concepts in simple terms whenever you need additional help.

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

RunSmart's forecasts are built from your historical QuickBooks data using advanced statistical forecasting techniques widely used by Fortune 500 organizations. Instead of relying on simple growth assumptions or fixed percentage increases, RunSmart automatically selects and applies statistical forecasting models tailored to your business's historical data to produce more reliable financial forecasts.

By continuously analyzing historical business performance, RunSmart generates rolling financial forecasts that help you evaluate hiring, pricing, borrowing, spending, expansion, and other important business decisions with greater confidence.

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Can businesses with less than 2 years of history use RunSmart?

Standard and Premium plan users can begin using RunSmart with less than 24 consecutive months of QuickBooks history. While financial forecasting will not be available until 24 months of historical data are available, you can still analyze your historical financial performance, monitor your business's financial health, review key financial metrics, compare your performance against industry benchmarks, and generate professional reports.

Once your business reaches 24 consecutive months of historical QuickBooks data, financial forecasting is automatically enabled. This allows RunSmart's statistical forecasting models to identify longer-term trends and seasonal patterns, helping produce more reliable forecasts.

Pro plan users require at least 24 consecutive months of historical QuickBooks data before using RunSmart. The Pro plan is designed for businesses that need advanced forecasting, scenario planning, budgeting, workforce planning, automated reporting, and other forward-looking financial planning capabilities, all of which depend on sufficient historical data to produce reliable results.

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.

RunSmart focuses on helping firms analyze each client independently so trends, risks, and performance changes are easier to detect, explain, and address.

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Does RunSmart work without QuickBooks Online?

At this time, RunSmart only supports QuickBooks Online.

Ready to Turn Month-End Close Into Advisory Insights?

Automatically transform client QuickBooks data into forecasts, financial health insights, risk alerts, budgets, and client-ready reports your firm can share with clients.

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