Enhance Your Advisory Services with Informative, Actionable Financial Insights
Projection Genie simplifies financial planning, forecasting, and business intelligence—so CPAs, bookkeepers, and advisors can package ongoing, high-impact financial insights across multiple clients without added complexity.
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Why Projection Genie for CPAs, Bookkeepers, and Advisors?
Create New Advisory Revenue
By offering or packaging structured financial planning, forecasting, and performance insights into your services, you can expand beyond compliance work and create a scalable, recurring advisory offering.
RunSmart automatically delivers ongoing, forward-looking insights across multiple clients—so you can provide consistent, high-value guidance your clients are willing to pay for, without adding manual work, operational complexity, or overhead.
Flexible by Design — Serve Clients Your Way
Some advisors prefer to deliver hands-on, ongoing guidance. Others work with clients who want powerful tools but prefer a DIY approach.
RunSmart supports both.
Use RunSmart behind the scenes to power advisory engagements — or provide clients with direct access to the platform so they can plan and forecast on their own. Either way, you maintain control over how RunSmart fits into your services while creating an additional, scalable revenue stream.
Simplify financial Insights
Simplify financial insights by turning complex financial data into clear, actionable guidance—not just charts and graphs. Key changes and drivers are surfaced automatically, helping clients quickly understand what matters most and engage in more meaningful financial conversations.
Enable Confident Decision-Making
When clients clearly understand where they stand and where they’re headed, they can make better-informed decisions. By grounding conversations in meaningful, data-driven insights, you help clients plan ahead, adapt to change, and move forward with greater confidence.
Simplify Client Collaboration
Work seamlessly with clients and stakeholders—wherever they’re located. Built-in collaboration features make it easy to share information, align on plans, and support transparent discussions, while role-based access ensures only the right people see the right data.
Built for Client Trust and Security
Manage multiple clients under a single master account with strict data separation between each client’s records. Sensitive information is encrypted in transit and at rest, with strong safeguards in place to protect confidentiality and prevent unauthorized access. As an Intuit App Partner, Projection Genie has passed QuickBooks’ technical and security reviews—helping you maintain client trust with confidence.
