FP&A Software for Accounting Firms Serving QuickBooks Clients

Automatically turn completed month-end close data from QuickBooks Online into forecasts, financial health assessments, risk alerts, budgets, and client-ready advisory reports.

Refresh forecasts and reports from QuickBooks data without building or maintaining complex spreadsheets across every client.

Surface revenue trends, cash flow risks, margin changes, budget variances, and financial health signals so your firm knows which clients need attention.

Give clients clearer guidance around cash flow, profitability, growth, hiring, spending, and overall financial health.

Turn Month-End Close Into Client-Ready Advisory Reports

RunSmart analyzes client QuickBooks data after month-end close and automatically generates forecasts, financial health insights, risk alerts, budgets, and PDF reports your firm can review, explain, and share with clients. There is no complex setup, account mapping, or configuration required. Instead of updating spreadsheets, rebuilding forecast models, calculating KPIs, and manually preparing client reports each month, RunSmart gives your firm a repeatable FP&A workflow.

Health Assessments & Insights

RunSmart automatically evaluates each client’s financial health, compares key metrics against industry benchmarks, surfaces potential risks and opportunities, and explains what changed in plain language.

Understand client financial health across profitability, liquidity, solvency, efficiency, and capitalization.

Compare key financial metrics against industry benchmarks to see where each client looks strong, weak, or potentially at risk.

Turn complex financial metrics into clear explanations your firm can use in client conversations.

Forecasting & Planning

RunSmart automatically generates forward-looking forecasts from historical QuickBooks data and helps your firm model the financial impact of client decisions around hiring, spending, pricing, financing, and growth.

Generate rolling forecasts based on client financial history to better understand future revenue, expenses, cash flow, and profitability.

Help clients model hiring, spending, pricing, financing, and growth scenarios before they make major business decisions.

Help clients 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 forecasts.

Workforce Planning & Org Intelligence

RunSmart connects revenue growth to workforce capacity so your firm can help clients understand future headcount needs, payroll impact, cash flow requirements, and profitability before they hire.

Estimate 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 client financial projections.

Visualize a client’s org structure at any point in time as the team changes.

Budgeting & Progress Tracking

RunSmart helps firms turn forecasts into budgets and automatically tracks client performance against plan so you can quickly see what is on track, what is drifting, and where attention is needed.

Convert forecasts into actionable budgets that establish clear financial targets for each client.

Automatically identify where revenue, expenses, profitability, or cash flow are drifting from plan before small variances become larger problems.

Receive automated alerts when key financial thresholds, milestones, or performance targets are reached or missed.

Monthly Reporting

RunSmart automatically compiles financial health scores, forecasts, budget progress, and key insights into professional, shareable PDF reports your firm can use for monthly advisory conversations.

Go beyond historical reporting with forward-looking forecasts and financial insights that help clients anticipate challenges and opportunities.

Surface emerging financial risks, cash flow concerns, performance trends, and opportunities worth discussing.

Share professional reports with clients, partners, advisors, and lenders without manually assembling spreadsheets, presentations, or financial updates.

What Advisors Are Saying

"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?

Many FP&A platforms are built for internal finance teams and focus heavily on complex planning workflows, dashboards, and manual modeling.

RunSmart is designed for accounting and bookkeeping firms that want a simpler way to turn client QuickBooks data into forecasts, financial health insights, risk alerts, budgets, and advisory reports.

Instead of requiring your firm to build spreadsheets or manage complicated enterprise planning tools, RunSmart automatically generates practical insights your team can review, explain, and share with clients.

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Do clients need a strong background in finance to understand RunSmart reports?

No. RunSmart is designed to turn complex financial information into plain-language insights clients can understand.

Your firm still plays an important role in reviewing the results, explaining what changed, and helping clients decide what to do next. RunSmart helps reduce the manual work required to prepare those conversations.

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

RunSmart’s forecasts are built from historical QuickBooks data and are designed to support real client decisions.

Instead of relying only on simple assumptions, RunSmart uses highly advanced statistical forecasting models that account for seasonality, long-term trends, and volatility in the client’s financial history.

By continuously analyzing performance patterns and financial shifts, RunSmart produces rolling forecasts your firm can use to evaluate hiring, pricing, borrowing, spending, and growth decisions.

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Can clients with less than 2 years of history use RunSmart?

RunSmart requires at least 24 consecutive months of historical QuickBooks data to produce forecast results.

Clients with less history do not have enough data to identify seasonal patterns or long-term trends effectively and will not recieve any insights.

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.

RunSmart focuses on helping firms analyze each client independently so trends, risks, and performance changes are easier to detect, explain, and address.

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Does RunSmart work without QuickBooks Online?

At this time, RunSmart only supports QuickBooks Online.

Ready to Turn Month-End Close Into Advisory Insights?

Automatically transform client QuickBooks data into forecasts, financial health insights, risk alerts, budgets, and client-ready reports your firm can share with clients.

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