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We’re passionate about helping small businesses succeed

Small businesses don’t just power our economy—they shape our communities, fuel innovation, and bring bold ideas to life. At Projection Genie, our team of financial analysts, accountants, developers, mathematicians, and statisticians work together to build powerful, easy-to-use software that transforms complex financial data into clear, actionable insights. Our focus is simple: empower small business owners and the advisors who support them with the tools and insights they need to plan ahead, make smart decisions, and thrive.

Our Mission

Our mission is to be an ally and advocate of small business—the backbone of our economy—by providing the resources and tools they need to thrive. We are committed to empowering entrepreneurs and their advisors with affordable, user-friendly solutions that enable smarter financial decisions and drive business success.

Learn a little more about us:

News from Projection Genie
News

Projection Genie Is Now an Official Intuit App Program Partner

We’re excited to share some big news—Projection Genie has officially been accepted into the Intuit App Partner Program as a Silver Tier Partner! This milestone is more than just a badge—it’s proof of our commitment to delivering secure, reliable, and high-quality financial planning, forecasting, and intelligence software purpose-built for small business owners. What It Means to Be an Intuit Silver Tier Partner Intuit doesn’t hand out Partner status lightly. To join the program—and earn Silver Tier recognition—we had to successfully complete a rigorous technical and security review designed to ensure every app in the QuickBooks ecosystem meets their high standards.

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November 12, 2025
Business

Survey Results: Small Business Financial Planning Trends In 2024

Introduction: In an increasingly competitive and unpredictable economic environment, financial planning has become essential for small business owners looking to stabilize and grow their ventures. Projection Genie conducted a survey among 170 small business owners across the United States to gain insights into their financial planning habits, preferences, and challenges. The study offers a detailed look at the financial planning landscape, from the costs associated with professional services to the demand for affordable, self-directed alternatives. To provide a quick snapshot of the survey’s most compelling insights, we’ve included an infographic at the end of the article that highlights the key

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November 10, 2024