How QuickBooks ProAdvisors Can Expand Advisory Revenue with RunSmart
For many QuickBooks ProAdvisors, traditional compliance and bookkeeping work is becoming increasingly competitive and time-constrained. Clients are asking more forward-looking questions—about cash flow, growth, hiring, and long-term planning—yet delivering those answers consistently can be difficult to scale without adding significant manual effort.
RunSmart by Projection Genie was built to help ProAdvisors meet that demand.
Rather than replacing your expertise, RunSmart supports it—making it easier to offer structured, recurring advisory services that clients value and are willing to pay for.
Create New Advisory Revenue
RunSmart enables ProAdvisors to expand beyond historical reporting by offering structured financial planning, forecasting, and performance insights as part of an ongoing advisory service.… Read the rest
RunSmart: The Best Alternative to Pry and Finmark for Small Businesses
There are several financial planning platforms available to choose from — but most tools weren’t built with small-business owners in mind. Popular platforms like Pry and Finmark were created for FP&A teams and founders preparing to raise capital at technology startups.
If you’re a small business owner outside of the startup world, your needs look very different:
- You don’t want to maintain a giant spreadsheet.
- You don’t want to build a complex financial model.
- You do want CFO-quality insights automatically generated and delivered in an easy-to-understand format — without hiring an expensive financial expert.
This is exactly why we built RunSmart — a tool purpose-built for small business owners who want clarity and confidence without the complexity, headaches, or manual inputs.… Read the rest
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.
This process included:
- Technical validation to confirm that RunSmart integrates with QuickBooks seamlessly and reliably.
How Prediko and RunSmart Help Shopify eCommerce Businesses Plan for Tariffs
For many eCommerce business owners, tariffs have become an unpredictable cost of doing business. One week your imported goods are duty-free; the next, they’re hit with a 10%, 25%, or even higher surcharge. These sudden changes can upend carefully built budgets, shrink margins overnight, and leave you scrambling to protect cash flow.
But what if you could see how tariff changes would ripple through your business before they hit your bottom line?
That’s exactly what you can do by combining Prediko and RunSmart by Projection Genie.
Step 1: Forecast Demand and Price Sensitivity with Prediko
When tariff costs rise, you face a tough call: absorb the extra cost or raise prices.… Read the rest
How to Prepare for an SBA Loan — and How RunSmart Helps You Get There
For many small business owners, an SBA loan can be the key to growth — offering lower interest rates, longer repayment terms, and more flexible requirements than traditional financing. But while SBA loans can open big doors, getting approved isn’t easy.
The process involves detailed financial documentation, multiple eligibility checks, and forecasts that demonstrate your ability to repay the loan. That’s where preparation makes all the difference — and where RunSmart by Projection Genie can help.
Understanding SBA Loan Requirements
While specific criteria can vary depending on your lender and the type of SBA loan, most applicants must provide:
- Business Financial Statements – Profit and Loss (P&L), Balance Sheet, and Cash Flow Statement for the past 3 years.
How to Set Yourself Up for Loan Approval as a Small Business Owner
Getting a loan can feel overwhelming. You need money to grow, cover expenses, or invest in equipment — but banks and credit unions want to make sure your business can pay it back. The problem is many business owners walk in unprepared, and that can mean long delays or even a “no.”
The good news? With the right prep, you can walk into that loan meeting confident, ready, and with numbers that make sense to both you and the lender.
What Lenders Want to See
When you apply for funding, lenders usually look for five key things:
- Cash Flow — Do you have enough money coming in each month to cover expenses and loan payments?
How Community Banks and Credit Unions Can Help Small Businesses Get Loan-Ready with RunSmart
Community banks and credit unions play a critical role in financing local businesses, yet one of the consistent challenges in small business lending is borrower preparedness. Many applicants arrive with incomplete or non-standardized financials, which slows down underwriting, increases risk, and sometimes results in otherwise viable businesses being turned away.
RunSmart by Projection Genie closes this gap — combining CFO-quality analysis, advanced statistical forecasting, and bank-grade security — all delivered in a platform simple enough for small business owners to use and understand without financial expertise or outside help.
The Loan Readiness Challenge
When assessing a small business loan, lenders look for:
- Cash flow forecasts that include loan amortization.
How ChartMogul Users Can Extend Scenario Forecasts Into RunSmart for a Full Financial Picture
If you’re a SaaS company using ChartMogul, you already know the value of running Scenario Forecasts for predicting future MRR. It’s an excellent way to model subscription revenue growth and test “what-if” assumptions around churn, upgrades, downgrades, or pricing.
But there’s a challenge: while ChartMogul is a fantastic tool that helps you see where your subscription revenue might be headed, it’s not designed to tell you how those revenue shifts impact your overall financial performance. Traditionally, that kind of analysis required a CFO — but with RunSmart by Projection Genie, you get CFO-quality financial insights in an easy-to-use platform designed for founders, not finance teams.… Read the rest
How Zoho CRM Users Can Extend Sales Forecasts Into RunSmart for a Full Financial Picture
If you’re a small business using Zoho CRM, you may already be familiar with its Forecasting feature. Available in Standard and higher plans, Zoho CRM’s Forecast module lets you project revenue across monthly, quarterly, or annual periods. It rolls up deal amounts, expected close dates, and stage probabilities into forward-looking forecasts.
This gives sales teams a clear view of where revenue is headed — but it’s only part of the story. While Zoho CRM helps you see expected sales, it doesn’t show how those revenues impact your overall financial performance — things like profitability, cash flow, or long-term sustainability, which traditionally required a CFO — but with RunSmart by Projection Genie, you get CFO-quality insights in an easy-to-use platform built for small business owners, not finance teams.… Read the rest
How Pipedrive Users Can Extend Sales Forecasts Into RunSmart for a Full Financial Picture
If you’re a small business using Pipedrive on the Growth plan or higher, you already know the value of its sales forecasting view for projecting pipeline revenue and planning for growth. Pipedrive takes your open deals, expected close dates, and win probabilities to generate a forward-looking forecast — giving you visibility into how much revenue you can expect over the coming months.
But there’s a challenge: while Pipedrive helps you see where sales might be headed, it’s not designed to tell you how those expected sales impact your overall financial performance — such as profitability, cash flow, or long-term sustainability. Traditionally, that kind of analysis required a CFO.… Read the rest