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RunSmart
Turn QuickBooks Data Into Financial Intelligence
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RunSmart - 2026 Pricing, Features, Reviews & Alternatives


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Last updated: October 2026
RunSmart overview
What is RunSmart?
RunSmart is cloud-based financial intelligence and planning software designed for small business owners and accounting and bookkeeping firms that use QuickBooks Online. It combines automated financial analysis, forecasting, budgeting, scenario modeling, financial health monitoring, and reporting in one platform.
RunSmart integrates directly with QuickBooks Online to import historical financial data and automatically transform it into forward-looking forecasts and financial insights. Purpose-built financial algorithms and statistical models analyze historical patterns and select appropriate forecasting methods for the underlying data, providing consistent and repeatable results without relying on generative AI for core financial calculations.
Users can generate financial forecasts for up to five years, depending on their plan, and explore Bull, Base, Bear, and custom sales forecasts. Scenario modeling tools allow users to evaluate how changes to hiring, payroll, marketing, operating expenses, financing, and other assumptions could affect future financial performance.
RunSmart's Business Health Scorecard provides an additional layer of financial analysis by evaluating 13 key financial metrics across profitability, liquidity, solvency, efficiency, and capitalization. Users can monitor financial health, identify emerging risks, review KPIs, and better understand changes in business performance.
Budgeting and planning capabilities allow users to convert financial scenarios into budgets, compare actual results against budgeted performance, and track progress over time. Dedicated planning tools support workforce, marketing, loans, and other business decisions, helping users model their potential financial impact before committing resources.
RunSmart also automates financial reporting. Users can generate monthly, quarterly, and annual reports incorporating financial results, KPIs, financial health information, budget-versus-actual performance, and forward-looking forecasts. Reports can be securely shared with clients or other stakeholders through a protected online viewer.
For accounting and bookkeeping firms, RunSmart supports multiple client businesses from a centralized portfolio view, making it easier to monitor client financial health, forecasts, and emerging risks across a book of business. This can help firms reduce the manual analysis, forecast preparation, account mapping, and reporting work involved in delivering financial advisory services.
RunSmart is designed to make sophisticated financial analysis and planning accessible without requiring users to build complex spreadsheet models. Contextual guidance, tooltips, educational resources, and in-app support help users understand financial concepts and results throughout the platform.
By combining QuickBooks Online data with automated analysis and forward-looking planning tools, RunSmart gives businesses and accounting professionals a single environment for understanding historical performance, monitoring current financial health, anticipating what may happen next, and modeling the potential impact of future business decisions.
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