Easier Financial Planning & Analysis for Every Stage of Business

Projection Genie gives entrepreneurs, business owners, and advisory firms a suite of financial planning tools to create projections, analyze QuickBooks data, generate forecasts, monitor financial health, build budgets, prepare reports, and estimate business value from launch to exit.

Trusted by users from 40+ countries

Explore the solution that fits you best

A financial intelligence suite — built for every stage of business

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PRE-LAUNCH VALIDATION

StartSmart

Build lender-ready startup projections before you launch

StartSmart helps you evaluate whether a business id...

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manage & grow

RunSmart

Turn QuickBooks data into forecasts and reports

RunSmart supports businesses once they’re operati...

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PLAN YOUR EXIT

ExitSmart

Estimate business value and prepare for a future sale

ExitSmart helps business owners understand what th...

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Make smarter decisions alongside the tools you already trust

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

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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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Make smarter business decisions— starting today

Turn your financial data into clear forecasts, insights, and decisions—without spreadsheets or manual work.

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.