Features & Capabilities in RunSmart
This collection includes articles that explain various features and capabilities inside RunSmart.
6 articles
- Understanding Emerging Risks in Portfolio ViewLearn how the Emerging Risks column works in Portfolio View, what financial signals trigger alerts, and how forward-looking risk indicators help you monitor client performance and identify potential issues early.
- Understanding Archived Snapshots and Your System of RecordLearn how RunSmart archives prior monthly forecasts, scenarios, forecast edits, KPIs, and comments so you can review historical snapshots and preserve the reasoning behind past financial decisions.
- How to Post and Reply to Comments in RunSmartThe Comments feature lets you collaborate with your team directly within your project. You can ask questions, leave notes, explain forecast edits, and keep conversations tied to specific line items…
- QuickBooks Online Data Refresh Limits and Monthly AllowancesLearn how often you can refresh QuickBooks Online data in RunSmart, when your monthly refresh allowance resets, what counts as a refresh, and when new transactions are included in your…
- How the Stripe Integration Works in RunSmartLearn how RunSmart combines Stripe and QuickBooks to forecast subscribers, churn, MRR, subscription revenue, cash flow, runway, and broader financial performance.
- Understanding Subscription & SaaS KPIs in RunSmartLearn how RunSmart calculates key Subscription and SaaS KPIs from Stripe and QuickBooks, including MRR, ARR, churn, retention, ARPA, LTV, Burn Multiple, and Rule of 40, and why each metric…