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

Projection Genie automatically combines and analyzes financial, sales, and workforce data so you don't have to. Get forecasts, financial health insights, and early risk signals while modeling how decisions around hiring, pricing, spending, and growth may affect future revenue, cash flow, and profitability—for one business or an entire portfolio.

Choose your path
Trusted by users from 40+ countries
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One Platform. Intelligence at Every Level.

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

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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
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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
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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
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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.

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