Simple, Transparent Pricing for Smarter Financial Planning

Whether you’re a business owner or an advisor supporting clients, RunSmart provides powerful forecasting, diagnostics, and financial insights without the cost or complexity of traditional FP&A platforms.

Get your first 30 days free on any monthly RunSmart Pro plan. Use code ADVISOR30 at checkout.
Standard
$49
Per month
The perfect starting point to visualize your data, forecast 1-year ahead, build budgets, and track progress.
Purchase now
1 year of rolling auto-generated financial forecasts

Receive 1 year of auto-generated financial forecasts, updated monthly based on the latest QuickBooks data to keep your forecast current.

Note: Forecasting requires at least 24 months of QuickBooks history. Businesses with less historical data will receive dashboards, KPIs, trends, and performance metrics to help you understand your business financials until forecasting becomes available.

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Integrate with QuickBooks Online

Automatically import your QuickBooks Online financial data into RunSmart via our direct integration.

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Create 1 project

Create a project dedicated to financial planning for one business.

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Create 1 scenario per project

Customize one scenario that you can edit and adjust to improve your financial plan.

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Visualize 3 years of historical data

Visualize the past 3 years of financial data along with your auto-generated forecasts through charts and financial statements.

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Create budgets

Convert a customized scenario into a budget you can track and monitor over time with the Progress Tracker.

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Progress tracker

Use the Progress Tracker to compare your actual results against your budget and track your performance over time.

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Marketing budget planner

Use the marketing budget planner to record, categorize, and itemize future marketing expenses and visualize their impact on your forecasts.

Left-pointing white triangle arrow on black background.
Workforce planner

Plan your workforce by adding headcount and pay details for up to 100 employees (current or forecasted), and RunSmart will automatically calculate wages, payroll taxes, and benefits to show how staffing changes impact your forecasts.

Left-pointing white triangle arrow on black background.
Unlimited revisions

Make unlimited edits to your forecasts with no restrictions—adjust and refine as often as you like.

Left-pointing white triangle arrow on black background.
In-app & email support

Access technical support via in-app chat, email, or self help articles. Note: Support is limited to technical assistance and does not include financial advice.

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Premium
$119
Per month
Plan your next stage of growth with 3-year forecasts, expanded tools, and automated monthly reports.
Purchase now
3 years of rolling auto-generated financial forecasts

Receive 3 years of auto-generated financial forecasts, updated monthly based on the latest QuickBooks data to keep your forecast current.

Note: Forecasting requires at least 24 months of QuickBooks history. Businesses with less historical data will receive dashboards, financial health insights, trends, and performance metrics to help you better understand your business financials until forecasting becomes available.

Left-pointing white triangle arrow on black background.
Integrate with QuickBooks Online

Automatically import your QuickBooks Online financial data into RunSmart via our direct integration.

Left-pointing white triangle arrow on black background.
Create 1 project

Create a project dedicated to financial planning for one business.

Left-pointing white triangle arrow on black background.
Create & compare 2 scenarios per project

Create and compare two scenarios simultaneously. Customize each to refine and enhance your financial plan.

Left-pointing white triangle arrow on black background.
Visualize 5 years of historical data

Visualize the past 5 years of financial data along with your auto-generated forecasts through charts and financial statements.

Left-pointing white triangle arrow on black background.
Create budgets

Convert a customized scenario into a budget you can track and monitor over time with the Progress Tracker.

Left-pointing white triangle arrow on black background.
Progress tracker

Use the Progress Tracker to compare your actual results against your budget and track your performance over time.

Left-pointing white triangle arrow on black background.
Marketing budget planner

Use the marketing budget planner to record, categorize, and itemize future marketing expenses and visualize their impact on your forecasts.

Left-pointing white triangle arrow on black background.
Workforce planner

Plan your workforce by adding headcount and pay details for up to 100 employees (current or forecasted), and RunSmart will automatically calculate wages, payroll taxes, and benefits to show how staffing changes impact your forecasts.

Left-pointing white triangle arrow on black background.
Business health scorecard

Get insights into your business’s health and receive scores and tailored recommendations generated by our proprietary algorithms.

Left-pointing white triangle arrow on black background.
Industry benchmarks

RunSmart uses real-world financial data from thousands of small businesses in your industry to provide grading benchmarks for key metrics like profitability, efficiency, and solvency. These benchmarks help you understand how your business stacks up and where you can improve—insights that are nearly impossible to gather on your own without expensive tools, consultants, or hours of research.

Left-pointing white triangle arrow on black background.
Automated financial reports

Receive easy-to-read, automated financial reports that summarize your business’s performance and financial health—delivered directly to your inbox on your schedule: monthly, quarterly, or yearly.

Left-pointing white triangle arrow on black background.
Unlimited revisions

Make unlimited edits to your forecasts with no restrictions—adjust and refine as often as you like.

Left-pointing white triangle arrow on black background.
Complimentary 1-on-1 product training

Get a one-hour complimentary 1-on-1 training session with a RunSmart product specialist to learn how to set up your account. modify forecasts, interpret financial insights, and confidently get the most value from the platform.

Left-pointing white triangle arrow on black background.
In-app & email support

Access technical support via in-app chat, email, or self help articles. Note: Support is limited to technical assistance and does not include financial advice.

Left-pointing white triangle arrow on black background.
Pro
$99
Per month
Scale your planning with 5-year forecasts, deeper insights, and team collaboration. Plus more projects for advisory firms.
0%
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Purchase now
5 years of rolling auto-generated financial forecasts

Receive 5 years of auto-generated financial forecasts, updated monthly based on the latest QuickBooks data to keep your forecast current.

Note: This plan requires at least 24 months of QuickBooks history to use. If your business has less history, select the Standard or Premium Plan instead until you have enough historical data.

Left-pointing white triangle arrow on black background.
Integrate with QuickBooks Online

Automatically import your QuickBooks Online financial data into RunSmart via our direct integration.

Left-pointing white triangle arrow on black background.
Integrate with your HRIS (coming soon)

Automatically import your Stripe subscription data into RunSmart via our direct integration.

Left-pointing white triangle arrow on black background.
Create 1 or more projects

Create up to 100 projects, each tailored to the financial planning needs of a single business.

Left-pointing white triangle arrow on black background.
Create & compare 3 scenarios per project

Create and compare up to three scenarios simultaneously. Customize each to refine and enhance your financial plan.

Left-pointing white triangle arrow on black background.
Visualize 7 years of historical data

Visualize the past 7 years of financial data along with your auto-generated forecasts through charts and financial statements.

Left-pointing white triangle arrow on black background.
Create budgets

Convert a customized scenario into a budget you can track and monitor over time with the Progress Tracker.

Left-pointing white triangle arrow on black background.
Progress tracker

Use the Progress Tracker to compare your actual results against your budget and track your performance over time.

Left-pointing white triangle arrow on black background.
Marketing budget planner

Use the marketing budget planner to record, categorize, and itemize future marketing expenses and visualize their impact on your forecasts.

Left-pointing white triangle arrow on black background.
Workforce planner

Plan your workforce by adding headcount and pay details for up to 100 employees (current or forecasted), and RunSmart will automatically calculate wages, payroll taxes, and benefits to show how staffing changes impact your forecasts.

Left-pointing white triangle arrow on black background.
Loan planner (coming soon)

Use the loan planner to assess how acquiring loans impacts your financial forecasts, including repayment schedules and interest costs.

Left-pointing white triangle arrow on black background.
Business health scorecard

Get insights into your business’s health and receive scores and tailored recommendations generated by our proprietary algorithms.

Left-pointing white triangle arrow on black background.
Industry benchmarks

RunSmart uses real-world financial data from thousands of small businesses in your industry to provide grading benchmarks for key metrics like profitability, efficiency, and solvency. These benchmarks help you understand how your business stacks up and where you can improve—insights that are nearly impossible to gather on your own without expensive tools, consultants, or hours of research.

Left-pointing white triangle arrow on black background.
Automated financial reports

Receive easy-to-read, automated financial reports that summarize your business’s performance and financial health—delivered directly to your inbox on your schedule: monthly, quarterly, or yearly.

Left-pointing white triangle arrow on black background.
Genie insights

Genie Insights provides plain-English explanations of what changed in your business and what those changes mean for your overall financial health.

Left-pointing white triangle arrow on black background.
Create teams & collaborate

Create one team per project, invite up to 10 collaborators, and use role-based access control to manage permissions.

Left-pointing white triangle arrow on black background.
Unlimited revisions

Make unlimited edits to your forecasts with no restrictions—adjust and refine as often as you like.

Left-pointing white triangle arrow on black background.
Complimentary 1-on-1 product training

Get a one-hour complimentary 1-on-1 training session with a RunSmart product specialist to learn how to set up your account, add clients, modify forecasts, interpret financial insights, and confidently get the most value from the platform.

Left-pointing white triangle arrow on black background.
In-app & email support

Access technical support via in-app chat, email, or self help articles. Note: Support is limited to technical assistance and does not include financial advice.

Left-pointing white triangle arrow on black background.
No seat-based pricing, no long-term contracts, no surprises. Cancel anytime.
Standard
$529
Per year
The perfect starting point to visualize your data, forecast 1-year ahead, build budgets, and track progress.
Purchase now
1 year of rolling auto-generated financial forecasts

Receive 1 year of auto-generated financial forecasts, updated monthly based on the latest QuickBooks data to keep your forecast current.

Note: Forecasting requires at least 24 months of QuickBooks history. Businesses with less historical data will receive dashboards, KPIs, trends, and performance metrics to help you better understand your business financials until forecasting becomes available.

Left-pointing white triangle arrow on black background.
Integrate with QuickBooks Online

Automatically import your QuickBooks Online financial data into RunSmart via our direct integration.

Left-pointing white triangle arrow on black background.
Create 1 project

Create a project dedicated to financial planning for one business.

Left-pointing white triangle arrow on black background.
Create 1 scenario per project

Customize one scenario that you can edit and adjust to improve your financial plan.

Left-pointing white triangle arrow on black background.
Visualize 3 years of historical data

Visualize the past 3 years of financial data along with your auto-generated forecasts through charts and financial statements.

Left-pointing white triangle arrow on black background.
Create budgets

Convert a customized scenario into a budget you can track and monitor over time with the Progress Tracker.

Left-pointing white triangle arrow on black background.
Progress tracker

Use the Progress Tracker to compare your actual results against your budget and track your performance over time.

Left-pointing white triangle arrow on black background.
Marketing budget planner

Use the marketing budget planner to record, categorize, and itemize future marketing expenses and visualize their impact on your forecasts.

Left-pointing white triangle arrow on black background.
Workforce planner

Plan your workforce by adding headcount and pay details for up to 100 employees (current or forecasted), and RunSmart will automatically calculate wages, payroll taxes, and benefits to show how staffing changes impact your forecasts.

Left-pointing white triangle arrow on black background.
Unlimited revisions

Make unlimited edits to your forecasts with no restrictions—adjust and refine as often as you like.

Left-pointing white triangle arrow on black background.
In-app & email support

Access technical support via in-app chat, email, or self help articles. Note: Support is limited to technical assistance and does not include financial advice.

Left-pointing white triangle arrow on black background.
Premium
$1,285
Per year
Plan your next stage of growth with 3-year forecasts, expanded tools, and monthly reports.
Purchase now
3 years of rolling auto-generated financial forecasts

Receive 3 years of auto-generated financial forecasts, updated monthly based on the latest QuickBooks data to keep your forecast current.

Note: Forecasting requires at least 24 months of QuickBooks history. Businesses with less historical data will receive dashboards, financial health insights, trends, and performance metrics to help you better understand your business financials until forecasting becomes available.

Left-pointing white triangle arrow on black background.
Integrate with QuickBooks Online

Automatically import your QuickBooks Online financial data into RunSmart via our direct integration.

Left-pointing white triangle arrow on black background.
Create 1 project

Create a project dedicated to financial planning for one business.

Left-pointing white triangle arrow on black background.
Create & compare 2 scenarios per project

Create and compare two scenarios simultaneously. Customize each to refine and enhance your financial plan.

Left-pointing white triangle arrow on black background.
Visualize 5 years of historical data

Visualize the past 5 years of financial data along with your auto-generated forecasts through charts and financial statements.

Left-pointing white triangle arrow on black background.
Create budgets

Convert a customized scenario into a budget you can track and monitor over time with the Progress Tracker.

Left-pointing white triangle arrow on black background.
Progress tracker

Use the Progress Tracker to compare your actual results against your budget and track your performance over time.

Left-pointing white triangle arrow on black background.
Marketing budget planner

Use the marketing budget planner to record, categorize, and itemize future marketing expenses and visualize their impact on your forecasts.

Left-pointing white triangle arrow on black background.
Workforce planner

Plan your workforce by adding headcount and pay details for up to 100 employees (current or forecasted), and RunSmart will automatically calculate wages, payroll taxes, and benefits to show how staffing changes impact your forecasts.

Left-pointing white triangle arrow on black background.
Loan planner (coming soon)

Use the loan planner to assess how acquiring loans impacts your financial forecasts, including repayment schedules and interest costs.

Left-pointing white triangle arrow on black background.
Business health scorecard

Get insights into your business’s health and receive scores and tailored recommendations generated by our proprietary algorithms.

Left-pointing white triangle arrow on black background.
Industry benchmarks

RunSmart uses real-world financial data from thousands of small businesses in your industry to provide grading benchmarks for key metrics like profitability, efficiency, and solvency. These benchmarks help you understand how your business stacks up and where you can improve—insights that are nearly impossible to gather on your own without expensive tools, consultants, or hours of research.

Left-pointing white triangle arrow on black background.
Automated financial reports

Receive easy-to-read, automated financial reports that summarize your business’s performance and financial health—delivered directly to your inbox on your schedule: monthly, quarterly, or yearly.

Left-pointing white triangle arrow on black background.
Unlimited revisions

Make unlimited edits to your forecasts with no restrictions—adjust and refine as often as you like.

Left-pointing white triangle arrow on black background.
In-app & email support

Access technical support via in-app chat, email, or self help articles. Note: Support is limited to technical assistance and does not include financial advice.

Left-pointing white triangle arrow on black background.
Pro
$99
Per year
Scale your planning with 5-year forecasts, deeper insights, and team collaboration. Plus more projects for advisory firms.
0%
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Purchase now
5 years of rolling auto-generated financial forecasts

Receive 5 years of auto-generated financial forecasts, updated monthly based on the latest QuickBooks data to keep your forecast current.

Note: This plan requires at least 24 months of QuickBooks history to use. If your business has less history, select the Standard or Premium Plan instead until you have enough historical data.

Left-pointing white triangle arrow on black background.
Integrate with QuickBooks Online

Automatically import your QuickBooks Online financial data into RunSmart via our direct integration.

Left-pointing white triangle arrow on black background.
Integrate with your HRIS (coming soon)

Automatically import your Stripe subscription data into RunSmart via our direct integration.

Left-pointing white triangle arrow on black background.
Create 1 or more projects

Create up to 100 projects, each tailored to the financial planning needs of a single business.

Left-pointing white triangle arrow on black background.
Create & compare 3 scenarios per project

Create and compare up to three scenarios simultaneously. Customize each to refine and enhance your financial plan.

Left-pointing white triangle arrow on black background.
Visualize 7 years of historical data

Visualize the past 7 years of financial data along with your auto-generated forecasts through charts and financial statements.

Left-pointing white triangle arrow on black background.
Create budgets

Convert a customized scenario into a budget you can track and monitor over time with the Progress Tracker.

Left-pointing white triangle arrow on black background.
Progress tracker

Use the Progress Tracker to compare your actual results against your budget and track your performance over time.

Left-pointing white triangle arrow on black background.
Marketing budget planner

Use the marketing budget planner to record, categorize, and itemize future marketing expenses and visualize their impact on your forecasts.

Left-pointing white triangle arrow on black background.
Workforce planner

Plan your workforce by adding headcount and pay details for up to 100 employees (current or forecasted), and RunSmart will automatically calculate wages, payroll taxes, and benefits to show how staffing changes impact your forecasts.

Left-pointing white triangle arrow on black background.
Loan planner (coming soon)

Use the loan planner to assess how acquiring loans impacts your financial forecasts, including repayment schedules and interest costs.

Left-pointing white triangle arrow on black background.
Business health scorecard

Get insights into your business’s health and receive scores and tailored recommendations generated by our proprietary algorithms.

Left-pointing white triangle arrow on black background.
Industry benchmarks

RunSmart uses real-world financial data from thousands of small businesses in your industry to provide grading benchmarks for key metrics like profitability, efficiency, and solvency. These benchmarks help you understand how your business stacks up and where you can improve—insights that are nearly impossible to gather on your own without expensive tools, consultants, or hours of research.

Left-pointing white triangle arrow on black background.
Automated financial reports

Receive easy-to-read, automated financial reports that summarize your business’s performance and financial health—delivered directly to your inbox on your schedule: monthly, quarterly, or yearly.

Left-pointing white triangle arrow on black background.
Genie insights

Genie Insights provides plain-English explanations of what changed in your business and what those changes mean for your overall financial health.

Left-pointing white triangle arrow on black background.
Create teams & collaborate

Create one team per project, invite up to 10 collaborators, and use role-based access control to manage permissions.

Left-pointing white triangle arrow on black background.
Unlimited revisions

Make unlimited edits to your forecasts with no restrictions—adjust and refine as often as you like.

Left-pointing white triangle arrow on black background.
In-app & email support

Access technical support via in-app chat, email, or self help articles. Note: Support is limited to technical assistance and does not include financial advice.

Left-pointing white triangle arrow on black background.
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Complete Plan & Feature Comparison

Standard Plan

Premium Plan

Pro Plan

Main Features
Integrations
Financials
Reporting
Teaming & Collaboration
Data & Visualizations
Support & Training

RunSmart Pricing FAQs

Answers to common questions about RunSmart pricing, plans, and billing.

Is there a minimum license term?

No. RunSmart is offered as a monthly or annual pay as you go service with no contracts. If you decide to cancel, your subscription will not renew at the end of your monthly or annual billing cycle.

Can I add more RunSmart projects as needed?

Yes, Pro plan users can adjust the number of projects at any time. To do so, navigate to the billing page in the application and modify the number of projects as needed.

Can RunSmart projects be reassigned to a new company?

Yes. Pro plan users can reassign a project to another company, but can not reassign a project to the same company more than once in a 90 day period. Once a project is assigned, it becomes an ‘active project,’ consuming one project slot. When a company no longer needs access to a project, you can delete the active project to make it available for reassignment.

Start making smarter financial decisions today

Start your RunSmart journey today and gain better visibility into your business finances.

Get started
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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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