---
title: RunSmart Reviews
meta_title: 'RunSmart Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how RunSmart works for a business like yours.
date_modified: '2026-08-31'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# RunSmart Reviews
**Vendor:** Projection Genie  
**Category:** [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis)
## About RunSmart
RunSmart is a financial planning and analysis platform that automatically turns QuickBooks Online data into forward-looking forecasts, financial insights, risk alerts, budgets, what-if scenarios, and professional reports. Designed for small business owners or the accounting and advisory firms that serve them, RunSmart eliminates much of the manual work traditionally required to analyze financial performance and plan for the future. Users can automatically generate integrated financial forecasts, monitor key performance indicators and financial health, build budgets, plan workforce changes, model different business scenarios, and understand how changes to revenue, expenses, hiring, financing, and other assumptions could impact future financial performance. For accounting and bookkeeping firms, RunSmart makes it easier to deliver and scale financial advisory services across multiple clients without relying on complex spreadsheets or time-consuming manual analysis and report preparation.






- [View RunSmart pricing details and edition comparison](https://www.g2.com/products/projection-genie-runsmart/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-04+21%3A34%3A26+-0500&secure%5Bsession_id%5D=cb040059-2998-427f-83b2-42a6a9d158cc&secure%5Btoken%5D=67b13a76f1ef0ca93511a75a40518c522e54d4a5c887801bdad9f9cd006fe9d4&format=llm_user)

## RunSmart Features
**Budget Creation**
- Data Import
- Budget Hierarchies
- Versioning
- Formulas
- What-If
- Budget Periods
- Real-Time Data

**Data Management**
- Data Import
- Data Consolidation
- Data Validation

**Financial Planning**
- Extended Planning
- Reporting
- Integration
- Self-Service Reporting

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Agentic AI - FP&A (Financial Planning & Analysis) **
- Proactive Assistance
- Decision Making

**Financial Insight**
- Budgeting
- Forecasting
- Planning
- Budgeting/Forecasting

**Budget Management**
- Consolidation
- Adjustments
- Workflows

**Reporting Structure**
- Reporting Hierarchy
- Report Templates
- Report Types

**Data**
- Data Visualization
- Data Analysis
- Custom Reporting
- Reporting Templates
- Real-Time Data

**Forecasting**
- Historical Data
- Reforecast
- Forecast Types
- Rolling Forecasts
- AI
- Generative AI

**Standard Analytics**
- Standard KPIs
- Standard Reports
- Financial Statements
- Drill Down

**Status Communication**
- Collaboration
- Version Control
- Real-Time Data Updates
- Scorecards
- Approval Process Control

**Analytics**
- Variance Analysis
- Forecasts Comparison
- Forward Looking
- Financial Analysis

**Custom Analytics**
- Dashboards
- Custom KPIs
- Custom Reports
- Self Service
- Multiple Entities

**Additional Functionality**
- Predictive Analytics
- Multi-Language
- Generative AI
- Currency Management
- AI Copilot
- User Management
- Project Management
- Risk Management
- Real-Time Analytics
- Audit Trail
- Tax Management
- Investment Management
- Transaction History
- Data Import/Export
- Fixed Asset Management
- Mobile Access
- Transaction Monitoring
- API
- Project Time Tracking
- Projections
- Consolidation/Roll-Up
- General Ledger
- Purchasing & Receiving
- Real-Time Monitoring
- Configurable Workflow
- Dashboard Creation
- Accounting
- Electronic Payments
- Revenue Recognition
- Invoice Management
- Compliance Management
- "What If" Scenarios
- Workflow Management
- Multi-Currency
- Planning Tools
- Visual Analytics
- Cash Management
- Customizable Reports
- Bank Reconciliation
- Invoice Processing
- Multi-Company
- For Investors & Traders
- Expense Tracking
- Purchase Order Management
- Access Controls/Permissions
- Activity Dashboard
- Reporting/Analytics
- Alerts/Notifications
- Billing & Invoicing
- Receipt Management
- Profit/Loss Statement
- Income & Balance Sheet
- Cash Flow Management

**Agentic AI - Budgeting and Forecasting**
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Financial Analysis**
- Cross-system Integration
- Decision Making

**Additional Functionality**
- Data Visualization
- Purchase Order Management
- Expense Management
- Ad hoc Reporting
- Multi-Company
- Profit/Loss Statement
- Workflow Management
- Access Controls/Permissions
- Customizable Reports
- Forecasting
- Dashboard Creation
- Self-Service Reporting
- Multi-Currency
- Financial Management
- "What If" Scenarios
- Asset Lifecycle Management
- Strategic Planning
- Visual Analytics
- Billing & Invoicing
- Real-Time Reporting
- Reporting/Analytics
- Receipt Management
- Scenario Planning
- Alerts/Notifications
- Collaboration Tools
- Version Control
- Activity Dashboard
- General Ledger
- Third-Party Integrations
- Consolidation/Roll-Up
- Drag & Drop
- Income & Balance Sheet
- Multi-Department/Project
- Accounting
- API
- Chart of Accounts
- AI Copilot
- Cash Management

## Top RunSmart Alternatives
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