Projection Genie RunSmart For QuickBooks Users
Advanced Financial Intelligence for Business Owners and the Advisors Who Guide Them
- Make confident, high-stakes decisions powered by intelligent financial analysis.
- Connect directly to QuickBooks Online and have your historical data automatically analyzed to generate rolling financial insights.
- Reveal meaningful financial shifts, emerging risks, and performance drivers across profitability, cash flow, capital structure, and growth.
- Quantify the financial impact of hiring, cost structure changes, financing strategies, and expansion initiatives before taking action.
- Unify analysis, forecasting, and reporting in one platform — streamlining workflows while strengthening financial clarity across owners, advisors, lenders, and stakeholders.
Evaluate Growth Decisions Before You Commit
Using your historical financial data as a foundation, RunSmart gives you visibility into how strategic decisions influence future performance. Whether you’re hiring, adjusting costs, financing expansion, or planning growth initiatives, you can see the financial impact in advance — reducing uncertainty and increasing confidence before making a decision.
The Business Health Scorecard benchmarks your company against thousands of similar businesses, grading performance across five core financial dimensions and projecting how those grades are expected to evolve over time. The result is a structured, forward-looking view of financial strength — providing context, clarity, and measurable perspective beyond raw numbers.
RunSmart’s Health Scorecard provides a clear view of your business’s financial strength, while Genie Insights highlights what has changed across profitability, liquidity, efficiency, solvency, and capitalization — and why it matters.
Genie Diagnostics (coming soon) goes deeper, analyzing the underlying drivers behind those shifts and translating complex financial movements into plain, practical explanations.
Together, they transform raw financial metrics into structured insight — helping you understand what’s happening in your business and where attention is needed most.
RunSmart’s forecasting engine leverages advanced statistical modeling to identify trends, seasonality, volatility, and structural shifts within your financial data. Forecasts adapt dynamically to your business’s historical patterns, generating rolling projections up to five years ahead.
Projections can be adjusted to reflect user-provided revenue, expense, or growth assumptions — ensuring both analytical rigor and practical control.
Transform forward-looking forecasts into structured operating budgets aligned with your financial goals. Track performance against modeled expectations and make informed day-to-day decisions grounded in reliable financial projections.
Evaluate potential decisions through structured scenario modeling before committing to them. Workforce, loan, and marketing planners quantify how hiring changes, financing strategies, or investment shifts may influence revenue, expenses, and profitability — giving you clear visibility into financial impact before taking action. (Partially available)
RunSmart automatically imports employee data, normalizes job titles, and calculates wages, taxes, and benefits for you. Using correlation analysis, it then projects future headcount and payroll costs based on how your staffing has historically scaled with revenue. The result: clear, automated payroll forecasts you can rely on. (Coming soon)
Applying for a business loan requires mountains of documentation—forecasts, financial statements, debt schedules, and proof you can handle repayment. RunSmart’s Loan Planner removes that burden by automatically generating amortization schedules, inserting monthly payments into your forecasts, and updating every related financial statement. It gives lenders a clear, data-backed view of your repayment capacity—all built from your QuickBooks data with no spreadsheets or manual work. (Coming soon)
Present credible, structured financial projections that stand up to scrutiny. RunSmart generates professional-grade pro forma financials designed to support conversations with investors, partners, and lenders — helping you demonstrate preparedness, clarity, and financial discipline.
Securely share financial forecasts and insights with partners, advisors, investors, and key team members. With controlled access and a unified source of truth, everyone stays aligned around the same data, assumptions, and financial outlook.
RunSmart automatically generates clear, structured financial reports from your historical data, budgets, and forecasts — eliminating manual exports and spreadsheet preparation. Reports can be scheduled and delivered automatically in polished PDF format, providing stakeholders with a consistent, professional view of current performance and future projections.
RunSmart is built specifically for small business owners who need a clear understanding of where their business stands today and how decisions will shape what comes next. While many FP&A platforms emphasize dashboards and complex configuration, RunSmart focuses on turning your QuickBooks data into practical financial intelligence you can act on.
It continuously analyzes historical performance, highlights meaningful financial shifts, and provides a clear view of your current financial health across profitability, cash flow, and growth. At the same time, it generates forward-looking forecasts that help you evaluate the financial impact of hiring, pricing changes, borrowing, or expansion before committing capital.
The result is a platform designed to help you understand your business today, plan confidently for tomorrow, and make informed decisions without the overhead of traditional enterprise tools.
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 first to get things in order.
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.
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.
No. RunSmart is intentionally designed for single-entity businesses and does not support consolidating multiple companies or budgeting by class.
In many 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 small business owners and advisors can quickly understand and act on—without the added complexity of enterprise finance features.
At this time, we currently only support an integration with QuickBooks Online.
