RunSmart

What it does

Simple financial planning software purpose-built for small business owners. Turn complex financial data into straightforward, actionable insights. Easily monitor your business health, forecast, and make confident, data-driven decisions without costly CFO/CPAs.

Turn QuickBooks data into forecasts, financial health insights, and advisory reports. Automate financial planning for accounting firms and bookkeepers.

After each month-end close, RunSmart automatically transforms your clients' QuickBooks Online data into forecasts, financial health insights, risk alerts, budgets, and client-ready advisory reports. Instead of spending hours updating spreadsheets, rebuilding forecast models, reviewing financial statements, and preparing reports before every client meeting, your team starts with much of the financial analysis and report preparation already completed. Understand each client's financial health in minutes instead of manually reviewing data, calculating ratios, and comparing performance across multiple periods. RunSmart automatically generates forward-looking forecasts from historical QuickBooks…from projectiongenie.com

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