- Turn Pipeline Forecasts into Strategy — Your HubSpot deal projections become the foundation for real business planning, not just sales tracking.
- See the Ripple Effect — Understand how shifts in revenue flow through to profits, expenses, cash flow, and overall financial health.
- Plan with Confidence — Know the impact of different growth paths on hiring capacity, runway, and sustainability — before making big decisions.
- Stay Grounded in Reality — Because RunSmart ties scenarios back to your actual QuickBooks data, every forecast stays practical and reliable.
Extend HubSpot's Revenue Forecasts In RunSmart for a Complete Financial Picture
From Pipeline Forecasts to Full Business Impact
Pairing HubSpot with RunSmart gives business owners a complete, future-focused view of their business.
Your sales forecasts shouldn’t exist in isolation. In RunSmart, they become the foundation for a full financial model — showing how each HubSpot projection impacts cash flow, profit margins, hiring capacity, runway, and long-term sustainability. No complex spreadsheets. No manual number-crunching. Just instant clarity on how today’s pipeline translates into tomorrow’s financial outcomes.
01.
Revenue Forecasts Alone Aren’t Enough
HubSpot gives you sales forecasts by tracking deals and projecting revenue. But until now, those forecasts stopped at the pipeline. With RunSmart, you can take those same sales projections and instantly see how they flow through your full 3-statement financial model — from cash flow and profitability to hiring budgets, runway, and long-term sustainability.
02.
From Hypotheticals to Real World Impact
Bring your projected revenue from HubSpot into RunSmart to see how it translates into profits, expenses, and cash flow — turning a simple sales outlook into a complete financial plan.
03.
Understand the Health of Your Business
RunSmart measures your business across 13 KPIs spanning profitability, liquidity, solvency, and more — giving you a clear picture of your financial health today. And with forecasts from HubSpot, you can forecast what that health will look like into the future, so you’re always prepared for what’s ahead.
04.
From Forecast to Budget
Take your projected revenue from HubSpot, expand it into a full 3-statement financial plan in RunSmart, and set it as your budget. Then track and monitor progress against it each month — so you always know whether your business is on plan or drifting off course.
05.
Sensitivity to Key Assumptions
RunSmart brings all your data together — revenue, expenses, cash flow, and forecasts — and turns it into clear, interactive charts. See the big picture at a glance, follow trends over time, and understand the story behind your numbers instantly.
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.
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.
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.
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.
Does RunSmart work without QuickBooks Online?
At this time, RunSmart only supports QuickBooks Online.
Real business 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
