Financial Intelligence & Planning Software for Business Owners

Automatically transform your QuickBooks data into financial insights, forecasts, budgets, and professional reports.
Monitor your financial health with automated insights, risk alerts, and industry benchmark comparisons.
Plan future growth with scenario planning, workforce planning, and budget vs. actual tracking.
Make more informed decisions with forward-looking financial intelligence that updates as your business changes.
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Understand Your Business Today and Plan for Tomorrow.

Instead of spending hours trying to make sense of financial statements, updating complicated spreadsheets, or manually tracking your progress, RunSmart helps you understand where your business stands today, where it's headed, and how future business decisions may affect your bottom line—automatically.

Financial health scorecard for Acme Inc. showing 2025 and 2026 metrics, grades, benchmarks, and trends.

Understand Your Financial Health

Understand where your business stands today with automated financial insights that evaluate performance, identify emerging risks, and highlight opportunities for improvement.

Monitor your business's financial health across profitability, liquidity, solvency, efficiency, and capitalization with an easy-to-understand health score.
Compare your financial performance against industry benchmarks to quickly identify areas where your business is outperforming competitors and where improvement opportunities exist.
Automatically identify financial trends, emerging risks, and new opportunities before they become larger problems, with insights that explain what changed and why it matters.

Plan for the Future

Understand where your business is heading with forward-looking financial forecasts that help you plan ahead, test different scenarios, and make important business decisions with confidence.

Receive reliable forecasts using proven statistical forecasting techniques widely used by Fortune 500 organizations, automatically tailored to your business's historical data.
Create multiple "what-if" scenarios to test and compare the financial impact of hiring employees, raising prices, purchasing equipment, expanding operations, or changing market conditions.
Note: RunSmart requires a minimum of 24 months of historical data to provide forecasts.
Sales forecast graph for Acme Inc. showing historical and three forecast revenue models from 2019 to 2029.
Org chart for Acme Inc. showing CEO Trent Good and direct reports including VP Sales, IT Director, and VP Marketing.

Workforce Planning

Plan your workforce with confidence by understanding how hiring decisions affect payroll expenses, profitability, cash flow, and long-term financial performance.

Forecast future staffing needs by analyzing historical workforce trends alongside projected business growth.
Understand the financial impact of new hires, raises, promotions, bonuses, and departures before making employment decisions.
Automatically calculate the full cost of each employee—including salaries, benefits, payroll taxes, and bonuses—and incorporate those costs into your financial forecasts.
Visualize how your organizational structure evolves as your business grows.

Budgeting & Progress Tracking

Turn your financial forecasts into actionable budgets and automatically monitor your progress throughout the year so you always know whether your business is on track.

Turn your financial forecasts into budgets that help you measure progress and stay on track throughout the year.
Compare actual results against your budget to quickly identify when your business begins to drift from plan, giving you more time to investigate, adapt, and stay on track.
Receive automated alerts when important financial metrics exceed planned thresholds or emerging risks require your attention.
Dashboard showing Acme Inc cash flow, sales forecast, and key performance indicators charts for 2026.
Dashboard for scheduling monthly financial reports with options to add emails, logo, color theme, and save settings.

Professional Reports

Automatically receive professional reports every month that combine financial performance, forecasts, business health insights, budgets, and key financial metrics into one easy-to-understand package.

Automatically receive professionally formatted financial reports each month without manually preparing reports or updating spreadsheets.
Review historical performance alongside forward-looking forecasts, business health insights, budget progress, and emerging financial risks in one comprehensive report.
Securely share reports with business partners, investors, lenders, and advisors using password-protected links.

Real Insights. Real Decisions.

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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
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"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
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"I’m not building models or digging through reports anymore—it’s already laid out for me."
Brian O’Connor
CFO
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"I don’t have to rebuild models just to answer basic ‘what happens if this changes’ questions."
Samantha Lee
Bookkeeper
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"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
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"It’s straightforward and easy to use. I didn’t have to spend time figuring things out."
Michael Patel
Small Business Owner
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"Portfolio View is probably my favorite part. I can quickly see what’s going on across all my clients."
Misty Callen
Senior Advisor
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"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 Make More Informed Financial Decisions?

See how RunSmart helps you better understand your business, plan for the future, and confidently evaluate important financial decisions before you make them.

Get started
Dashboard for Bayside Construction showing seasonality, growth, health grade A, trends, KPIs, and revenue charts.Dashboard for Bayside Construction showing seasonality, growth, health grade A, trends, KPIs, and revenue charts.