- 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.
Turn Your QuickBooks Data Into Predictive Financial Intelligence
From Historical Accounting Data to Forward-Looking Financial Intelligence
QuickBooks helps you understand what's happened in your business. RunSmart helps you understand what's likely to happen next.
By automatically analyzing your QuickBooks financial data, RunSmart transforms historical performance into comprehensive financial forecasts, financial health insights, and early risk signals. See where revenue, expenses, profitability, and cash flow may be headed while understanding how today's business decisions could influence tomorrow's financial outcomes.
No disconnected spreadsheets. No manually building financial models. Just the intelligence you need to understand your numbers, plan ahead, and make better decisions.
01.
Turn Your QuickBooks History Into Financial Forecasts
Your QuickBooks data tells the story of where your business has been. RunSmart automatically analyzes that history to help you understand where it's headed. Using statistical forecasting models tailored to your historical financial patterns, RunSmart generates integrated income statement, balance sheet, and cash flow forecasts. Project future revenue, expenses, profitability, and cash flow without manually building spreadsheets, configuring financial models, or relying on simple percentage-growth assumptions.
02.
Understand Your Financial Health and Spot Risks Early
Knowing your revenue and profit is important, but understanding the overall financial health of your business requires a much broader view. RunSmart automatically evaluates your QuickBooks financial data using 13 financial KPIs across profitability, liquidity, solvency, efficiency, and capitalization. Identify financial strengths, weaknesses, and emerging risks while projecting how your financial health may change over time, helping you recognize potential problems before they become more difficult to manage.
03.
See How Business Decisions May Affect Your Financial Future
What happens if you hire additional employees, increase prices, reduce expenses, or pursue a more aggressive growth strategy? RunSmart's scenario analysis capabilities let you test different assumptions and automatically see how they may affect future revenue, expenses, profitability, cash flow, and overall financial health. Compare multiple scenarios side by side to understand the potential consequences of important decisions before committing to them.
04.
Turn Financial Forecasts Into Budgets You Can Track
Financial planning doesn't stop once you've created a forecast. You also need to understand whether your business is performing according to plan. RunSmart lets you convert any financial scenario into a budget and automatically compare your actual QuickBooks results against it. Track budget-versus-actual performance across your income statement, balance sheet, and cash flow statement, identify meaningful variances, and make adjustments as your business evolves.
05.
Sensitivity to Key Assumptions
Turn your QuickBooks data into actionable financial reports without manually gathering statements, updating spreadsheets, or preparing the same analysis every month. RunSmart automatically generates monthly, quarterly, and annual financial reports that bring together historical performance, key financial metrics, financial health insights, budget performance, and forward-looking forecasts. For accountants and advisory firms, RunSmart also makes it easier to monitor financial performance and emerging risks across multiple QuickBooks clients from a centralized Portfolio View, helping you identify which businesses may need attention first.
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.
Does RunSmart use AI to perform financial analysis or generate forecasts?
No. RunSmart's core financial analysis and forecasting are powered by purpose-built financial algorithms, statistical models, and deterministic financial logic—not generative AI.
This means important financial calculations aren't dependent on how an AI model interprets a prompt or generates a response. Instead, RunSmart is designed to produce consistent, repeatable results grounded in a business's actual financial data.
For forecasting, RunSmart evaluates historical financial patterns and automatically selects custom statistical forecasting models suited to the underlying data. This combines automated financial analysis with the consistency and reliability needed to make informed financial decisions.
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 Founders. 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
Turn Your Business Data Into Predictive Financial Intelligence
Automatically transform your business data into financial forecasts, financial health insights, and early risk signals. Understand where your business is headed and make smarter decisions with confidence, without manually building financial models or analyzing spreadsheets.
