This feature is only available on the RunSmart Pro plan.
Custom branded financial reports allow you to control how your RunSmart reports are visually presented — whether you want to reinforce your firm’s identity or tailor the report’s appearance to better align with a specific client.
This feature is especially valuable for CPA firms, accounting professionals, and consultants who use RunSmart as part of their advisory services and want reports to reflect the professionalism and branding of their practice — or the businesses they support.
Why Custom Branded Financial Reports Matter
When you send a report to a client, presentation matters.
Custom branded financial reports allow you to:
Reinforce your firm’s identity on every report
Deliver a polished, professional client experience
Align reports with your firm or client's brand colors
Clearly position your firm as the report provider
Maintain consistent branding across recurring monthly reports
Instead of sending a generic financial report, you’re delivering a document that feels like it came directly from your firm.
What You Can Customize
Pro users can customize two elements:
Report Color Theme
"Prepared by” Firm Logo (Cover Page Branding)
The report layout and structure remain the same, but the visual presentation can be tailored to match your firm or client's brand.
Selecting a Report Color Theme
When generating or scheduling a report, you’ll see a section labeled: "Select your color theme"
In the top right-hand corner of this section, you’ll find a dropdown menu listing all available themes.
13 Available Color Themes
Classic Blue (Default)
Modern Light Blue
Modern Teal
Executive Charcoal
Neutral Gray
Growth Green
Bold Red
Strategic Orange
Advisor Purple
Modern Pink
Premium Gold
Heritage Brown
Burgundy Reserve
Preview Before You Choose
A Sample Report Preview window is available so you can see how each theme looks before selecting it.
Use the left and right arrows to click through sample pages.
The preview updates to reflect your selected color theme.
This allows you to visualize the full report styling before sending it to a client.
Once selected, your theme will apply to the full report.
Firm Branding (Global Logo Upload)
Located under:
Manage Account → Profile → Firm Branding
For firms managing multiple clients, upload your logo once to automatically apply it to all client-facing reports across your projects.
This allows Pro users to avoid manually uploading the same firm logo inside every individual project — saving time and ensuring consistent branding across your entire portfolio.
How It Works
Upload your firm logo once from your Profile page.
That logo will automatically appear on the Reports page for every project you manage.
All newly generated and scheduled reports will use this firm-level logo by default.
Your logo will appear in the bottom-right corner of the cover page, directly under the “Prepared by” text. If no logo is uploaded (either firm-level or project-level), the Projection Genie logo will appear by default.
For best results:
Use a high-resolution PNG file.
A transparent background is recommended.
The system will automatically resize and position your logo to ensure:
Proper alignment on the page
No distortion
Safe spacing from the edges to prevent cropping when printed
Important
If you upload a logo in the Firm Branding section:
It will automatically replace and overwrite any logo added individually within a project.
Project-level logos will no longer be used once a firm-level logo is set.
However, you can override the firm-level logo for a specific project at any time by uploading a different logo within that project’s Reports settings.
This ensures brand consistency across all reports without needing to configure each project separately.
Adding Your Firm’s Logo (Project-Level Option)
If you prefer to brand a specific project differently, you can upload a logo directly within that project’s Reports page.
In the branding section, locate: "Add your business logo"
Click the Upload your logo button and upload your firm’s logo (not your client’s logo).
Saving Your Branding Preferences
After selecting:
Your preferred color theme
Your firm logo
Click: "Save Project Settings"
This will:
Save your selected color theme
Save your uploaded “Prepared by” logo
Automatically apply these settings to future reports
Ensure recurring or auto-generated monthly reports use your saved branding
You only need to configure this once per project.
Best Practices for Firms
Custom branded financial reports give you flexibility depending on how you position your services.
You can:
Choose a theme that aligns with your firm’s brand colors for consistent, recognizable delivery.
Select a theme that complements your client’s brand colors to create a more personalized, tailored experience.
Upload a high-resolution PNG logo with a transparent background for the cleanest presentation.
Maintain consistency across recurring monthly reports to reinforce professionalism.
Whether you prioritize your own firm’s branding or tailor the look to match your client’s identity, Custom branded financial reports allow you to control how your work is presented — while clearly identifying your firm as the provider.