CFO-Level Financial Intelligence & Planning Without the CFO Price Tag
What Gets Measured, Gets Managed. What Gets Forecasted, Gets Planned.
Understanding how your business has performed is important. Knowing where it's headed is what allows you to plan with confidence. RunSmart bridges the gap between historical financial performance and forward-looking planning, giving you the insights to manage your business today and the foresight to prepare for tomorrow.
Understand Your Financial Health
Go beyond financial statements with automated insights into your business's performance, financial health, and emerging risks.
Plan for the Future
Automatically forecast your financial performance, customize assumptions, and evaluate how business decisions could shape your financial future.
Workforce Planning
Plan staffing and compensation costs while understanding how workforce decisions affect your company's financial outlook.
Budgeting & Progress Tracking
Turn financial forecasts into actionable budgets and track how your business performs against its financial plans.
Professional Reports
Automatically generate professional financial reports that make it easier to understand and share your business's performance.
Powerful Financial Intelligence.
Just Three Simple Steps.
Step 1:
Connect Your QuickBooks
Securely connect your QuickBooks Online account using read-only access. No manual data imports, spreadsheets, or setup required.
Step 2:
Get Financial Intelligence in Under 5 Minutes
RunSmart automatically analyzes your financial data to deliver forecasts, financial health insights, and early risk signals in under five minutes.
Step 3:
Plan, Model & Make Decisions
Customize forecasts, build budgets, and test how business decisions could impact future revenue, cash flow, and profitability.
RunSmart FAQs
Answers to common questions about how RunSmart works and what you can expect.
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.
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.
No. RunSmart is designed to make complex financial information easier to understand, even if you don't have a background in finance or accounting.
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.
No. RunSmart's financial analysis and forecasts are powered by custom-built statistical algorithms and deterministic financial logic—not generative AI.
This ensures consistent, repeatable financial calculations grounded in your actual business data rather than AI-generated interpretations or predictions.
Unlike financial planning tools that rely on fixed growth assumptions or manually maintained models, RunSmart uses advanced statistical forecasting algorithms to identify historical trends, seasonality, and patterns in your financial data.
RunSmart automatically evaluates multiple forecasting methods and selects the best-fitting model for each financial line item, delivering sophisticated, data-driven projections that automatically update as new financial information becomes available.
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 depending on your plan.
Once your business reaches 24 consecutive months of historical QuickBooks data, financial forecasting is automatically enabled. This allows RunSmart's statistical forecasting models to better identify longer-term trends and seasonal patterns, helping produce more reliable forecasts. The more historical data you have for RunSmart to work with, the more reliable the results.
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.
No. RunSmart currently supports financial forecasting and planning for individual business entities. It does not support consolidating multiple companies into a single financial model or budgeting by QuickBooks class.
You can manage multiple businesses as separate projects, with each company's financial information analyzed and forecasted independently.
No. RunSmart requires a connection to QuickBooks Online, which is currently its only supported accounting platform. RunSmart automatically uses your QuickBooks financial data to generate forecasts, financial health insights, and reports without manual data entry.