Model the Financial Impact of Growth Decisions Before You Make Them

Connect directly to QuickBooks Online and let RunSmart automatically turn your historical data into intelligent financial insights and forecasts.
Automatically uncovers emerging financial risks, cash flow issues, and concerning business trends before they become bigger problems.
Easily model the financial impact of future hiring, growth plans, and expense decisions before making key business moves.
Manage financial analysis, forecasting, and reporting in one platform instead of juggling complex spreadsheets and multiple tools.

Everything you need to understand your numbers, plan ahead, and stay on track

RunSmart analyzes your data every month to help you understand how your business is performing today, where it may be headed tomorrow, and whether you're staying on track to achieve your financial goals.

Health Assessments & Insights

RunSmart continuously evaluates your financial health, compares key metrics against industry benchmarks, surfaces potential risks and opportunities, and explains what changed and why — all in plain language.

Understand your financial health across profitability, liquidity, solvency, efficiency, and capitalization in plain language
Compare key financial metrics against industry benchmarks to see where your business looks strong, weak, or potentially at risk
Turns complex financial metrics into meaningful explanations so you can quickly understand what changed and why it matters.

Forecasting & Planning

RunSmart automatically projects future performance based on your historical data and shows the financial impact of assumptions you want to test — from hiring to loans — without manual modeling.

Automatically generate forward-looking forecasts based on historical performance to better understand future revenue, expenses, cash flow, and profitability.
Model hiring, spending, pricing, financing, and growth scenarios to understand their potential financial impact before taking action.
Understand how future growth may affect staffing needs, payroll expenses, cash flow requirements, and overall business performance.
Note: RunSmart requires a minimum of 24 months of historical data to provide results

Workforce Planning & Org Intelligence

RunSmart connects revenue growth to workforce capacity, helping you understand how many employees you may need and what that means for payroll, cash flow, and profitability before you hire.

Automatically estimates future staffing needs by analyzing how workforce levels have historically changed as revenue rises and falls.
See how planned hires, raises, and departures impact payroll expenses, cash flow, profitability, and financial health.
Model individual employees with compensation, start dates, end dates, benefits, and payroll taxes that flow directly into your financial projections.
Visualize your org structure at any point in time — past or future — as your team evolves

Budgeting & Progress Tracking

RunSmart easily creates budgets from forecasts, and automatically tracks performance to highlight what’s on track, what’s drifting from budget, and where your attention is needed.

Convert forecasts into actionable budgets that establish clear financial targets and expectations for the business.
Quickly identify areas where revenue, expenses, profitability, or cash flow are deviating from plan before small variances become larger problems.
Receive automated email alerts when key financial thresholds, milestones, or performance targets are reached or missed.

Monthly Reporting

RunSmart automatically compiles health scores, forecasts, and your progress against budget into professional, shareable PDF financial reports—making it easy to keep yourself and stakeholders informed.

Go beyond historical reporting with forward-looking forecasts and financial insights that help you anticipate challenges and opportunities before they impact the business.
Identify emerging financial risks, cash flow concerns, and performance trends before they become larger issues while highlighting opportunities worth exploring.
Share professional reports with investors, partners, advisors, and lenders without manually assembling spreadsheets, presentations, or financial updates.

Real insights. Real decisions.

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

RunSmart FAQs

Answers to common questions about how RunSmart works and what you can expect.

How do you compare against other financial planning & analysis (FP&A) software?

While many FP&A platforms are built for finance teams and focus heavily on reporting, dashboards, and complex modeling, RunSmart is designed to turn your QuickBooks data into practical financial insights you can actually use. It helps you understand what is happening in your business, identify potential financial risks, and forecast how decisions around hiring, spending, pricing, borrowing, or growth may impact cash flow, profitability, and long-term performance.

Instead of requiring you to build complicated spreadsheets or navigate enterprise-level planning tools, RunSmart automatically generates forecasts, health assessments, scenarios, budgets, and plain-language insights that make financial planning more approachable.

The result is a platform built to help small businesses understand their numbers, plan with more confidence, and make smarter decisions without the cost, complexity, or overhead of traditional FP&A software.

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Do I need a strong background in finance to use RunSmart?

Not at all. RunSmart is designed to be easy to use. We handle all calculations and generate forecasts automatically so you don’t have to. That said, to deliver reliable results, your books need to be clean, up to date, and properly categorized every month. If you’re unsure about your bookkeeping quality, we recommend working with a professional bookkeeper to get things in order first.

What makes RunSmart’s forecasts more reliable than other tools?

RunSmart’s forecasts are built to support real business decisions, not just generate projections. Instead of relying on simplified assumptions, RunSmart uses advanced statistical models that account for seasonality, long term trends, and volatility in your historical QuickBooks data.

By continuously analyzing performance patterns and financial shifts, RunSmart produces rolling forecasts that reflect how your business actually behaves. The result is forward looking projections you can confidently use to evaluate hiring, pricing, borrowing, and growth decisions.

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My business has been operational for less than 2 years; can I still use RunSmart?

To ensure reliable forecasts, we require a minimum of 2 consecutive years of historical financial data in your QuickBooks Online account to use RunSmart. Anything less than 2 years does not provide enough data to identify seasonal patterns or trends effectively.

Does RunSmart support consolidations or class tracking for budgeting?

No. RunSmart is intentionally designed for single-entity businesses and does not support consolidating multiple companies or budgeting by class.

In many startups and small businesses, consolidating financial data or budgeting across multiple classes can make it harder to clearly identify where issues are developing. RunSmart focuses on analyzing each business independently so trends, risks, and performance changes are easier to detect and address.

These types of consolidation and class-level budgeting tools are typically designed for large finance teams managing complex corporate structures. RunSmart instead prioritizes clear forecasts, financial diagnostics, and decision insights that founders, business owners, and advisors can quickly understand and act on—without the added complexity of enterprise finance features.

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I don’t use QuickBooks Online for my business. Can I still use RunSmart?

At this time, we currently only support an integration with QuickBooks Online.

Ready to take the next step?

Put your financial data to work with a platform built to forecast performance, evaluate decisions, and gain clearer financial direction for your business.

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