- Go Beyond Subscription Metrics — Automatically analyze Stripe subscription data alongside QuickBooks financials for a more complete picture of your SaaS business.
- Forecast What's Ahead — Project future subscribers, recurring revenue, churn, expansion, and contraction using your historical subscription activity.
- See the Full Financial Impact — Understand how subscription growth and revenue changes may affect future profitability, cash flow, runway, and financial health.
- Make Smarter Decisions — Model changes to pricing, subscriber growth, churn, hiring, and spending before committing to important business decisions.
Turn Your Stripe Subscription Data Into Predictive Financial Intelligence
From Subscription Analytics to Complete Financial Intelligence
Stripe helps you manage subscriptions, billing, and payments. RunSmart helps you understand what that activity means for the future of your business.
By automatically combining Stripe subscription data with your QuickBooks financials, RunSmart transforms historical performance into subscription forecasts, comprehensive financial projections, and early risk signals. Analyze recurring revenue trends, subscriber growth, churn, and expansion while seeing how they influence future cash flow, profitability, and overall financial health.
No disconnected spreadsheets. No manually building financial models. Just the intelligence you need to understand where your SaaS business is headed and make better decisions.
01.
Go Beyond Stripe's Subscription Analytics
Stripe provides valuable information about your subscriptions, invoices, and payments. RunSmart takes that information further by automatically analyzing historical subscription performance and forecasting what's ahead. Track recurring revenue, subscriber growth, churn, expansion, contraction, and other subscription metrics through interactive charts. Then use those historical trends to generate forward-looking subscription forecasts that help you understand where your SaaS business may be headed.
02.
Connect Subscription Growth to Your Financial Future
Growing recurring revenue doesn't always mean improving profitability or cash flow. RunSmart combines your Stripe subscription forecasts with QuickBooks financial data to show how subscription performance may influence your entire business. Automatically generate integrated income statement, balance sheet, and cash flow forecasts. See how changes in subscriber growth, recurring revenue, and customer retention may affect operating expenses, profitability, cash flow, and financial sustainability.
03.
Model Pricing, Churn, and Growth Decisions Before Making Them
What happens if you increase subscription prices, reduce churn, introduce new growth assumptions, or expand your team? RunSmart's scenario analysis capabilities let you test different assumptions and see how they may affect future subscriber counts, revenue, profitability, cash flow, and financial health. Compare different growth paths side by side to understand the potential financial consequences before making important decisions.
04.
Understand the Financial Health of Your SaaS Business
Subscription growth is only part of the story. RunSmart evaluates your company's financial health using 13 financial KPIs across profitability, liquidity, solvency, efficiency, and capitalization. Automatically identify financial strengths, weaknesses, and emerging risks while projecting how your financial health may change over time. Understand whether your SaaS business is growing sustainably, not just whether recurring revenue is increasing.
05.
Sensitivity to Key Assumptions
A forecast shows where your SaaS business may be headed. A budget helps you measure progress toward where you want it to go. With RunSmart, you can convert a financial scenario into a budget and automatically track actual performance against your plan. Monitor revenue, expenses, profitability, and cash flow with monthly budget-versus-actual comparisons, helping you identify deviations and adjust your strategy as your business evolves.
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.
