Predictive Financial Intelligence for Founders, VCs, SMBs, and CAS Firms

Automatically transform financial and operational data into forward-looking forecasts, financial health insights, and early risk signals for one business or across an entire portfolio. Understand where businesses are headed and evaluate how decisions around hiring, pricing, spending, and growth may affect future revenue, expenses, cash flow, and profitability before committing to them.

Choose your path
Trusted by users from 40+ countries
Dashboard for Bayside Construction showing seasonality, growth, health grade A, trends, KPIs, and revenue charts.Blue play button icon in a circular shape.

Financial Intelligence Built Around Your Business Needs

Whether you're managing a startup, small business, advising clients, or overseeing an investment portfolio, Projection Genie makes it easier to understand financial performance, anticipate risks, and plan for what's ahead.

Blue light bulb icon with a circular arrow around it, symbolizing ideas or innovation.

CLIENT ADVISORY

CAS Firms

Turn Financial Insights into Proactive Advisory.

Deliver forward-looking financial insights, identify client risks early, and scale advisory services across clients.

Explore Advisory
Right arrow symbol in black on a white background.
Orthogonal polygon with highlighted edges in green and red on a blue grid background.

BUSINESS PLANNING

Founders & SMBs

Plan Smarter. Grow with Confidence.

Forecast financial performance and evaluate how business decisions may affect future growth and profitability.

Explore Solutions
Right arrow symbol in black on a white background.
User interface showing document validation with circular icons and check marks for completion.

PORTFOLIO monitoring

VC Firms

See the Bigger Picture Across Your Portfolio.

Monitor portfolio-wide financial performance, identify emerging risks, and prioritize companies needing attention.

Explore VC
Right arrow symbol in black on a white background.
Circle with three white arrows evenly spaced, pointing clockwise on a black background.

Make Smarter Decisions Alongside The Tools You Already Use

Use our solutions alongside your existing tools to bring more clarity, context, and confidence into every financial decision.

Explore Workflows
A Trusted QuickBooks App Partner
As an Intuit App Partner Program silver tier member, RunSmart has passed Intuit’s rigorous technical and security reviews, meeting their standards for reliability, security, and seamless QuickBooks integration.

Real Insights. Real Decisions.

Large gray stylized quotation marks on a white background.
"What impressed me most is how easy it is. I don't have to build complex models again."
Brad Kingsford
CPA
Large gray stylized quotation marks on a white background.
"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
Large gray stylized quotation marks on a white background.
"I’m not building models or digging through reports anymore—it’s already laid out for me."
Brian O’Connor
CFO
Large gray stylized quotation marks on a white background.
"I don’t have to rebuild models just to answer basic ‘what happens if this changes’ questions."
Samantha Lee
Bookkeeper
Large gray stylized quotation marks on a white background.
"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
Large gray stylized quotation marks on a white background.
"It’s straightforward and easy to use. I didn’t have to spend time figuring things out."
Michael Patel
Small Business Owner
Large gray stylized quotation marks on a white background.
"Portfolio View is probably my favorite part. I can quickly see what’s going on across all my clients."
Misty Callen
Senior Advisor
Large gray stylized quotation marks on a white background.
"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
Blue arrow pointing left with a shadow beneath it.
Gray arrow pointing to the right on a white background.

Better Financial Intelligence. More Informed Decisions.

Understand financial performance today, anticipate what's ahead, and evaluate how decisions may affect the future, all without complicated spreadsheets or manual financial modeling.

Learn More About Us
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.