Projection Genie

Getting Started Articles

These articles will help you connect your RunSmart account to your QuickBooks Online account.

Connecting to QuickBooks Online (RunSmart)

Billing & Account Management Articles

Financial Ratios & KPI Articles

Income Statement Articles

Cash Flow Articles

Break-even Analysis Articles

Sensitivity Analysis Articles

Troubleshooting

Depreciation Articles

Average Order Value

Research and Development Articles

Expenses: The different types and classifications of business expenses

U.S. Federal & State Employee Tax Related Articles

Everything you need to know about creating and managing teams

Teams

These articles are meant for those using our RunSmart product to forecast financials

Forecasting for Established Businesses (RunSmart)

These articles focus on debt related questions like loans.

Debt related articles

This collection includes articles that explain various features and capabilities inside RunSmart.

Features & Capabilities in RunSmart

Explore our step-by-step video tutorials to learn how to get started with RunSmart, navigate the platform, analyze your financial performance, customize forecasts, and make the most of its financial planning and reporting tools.

RunSmart How-to Videos

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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