QuickBooks tells you where your business has been.

ProjectionSmart shows you where it's going.

Seeing next month's numbers this month gives you the confidence to test your business decisions before making them. You'll run your business with clarity, not guesswork.

See where your business is headed.

See projected cash, sales, profit, balance sheet and cash flow before they happen.

ProjectionSmart presents graphs of key metrics and a full projection. And it's completely interactive — make changes until you have the right plan for your business.


Cash Balance and Monthly Cash Flow projections

Three steps. That's all it takes.

ProjectionSmart does the rest.


Connect to QuickBooks

1. Download Your History

Connect ProjectionSmart to QuickBooks Online and download your recent history.

Historical data
Budget

2. Enter Your Budget

Tell ProjectionSmart what you expect from normal operations. Simple numbers — no accounting degree required.

Budget entry
Plans

3. Enter Your Plans

Hiring someone? Buying equipment? Borrowing money? Changing prices? Add your upcoming plans, spending, debt payments, and changes in the business.

Projection output

Financial projections don't have to be complicated.

ProjectionSmart was built so business owners can create and understand their own financial projections — without building spreadsheets or becoming financial modeling experts.

ProjectionSmart doesn't tell you what to do. It shows you what's coming in time to act.

Try it for free and see how easy ProjectionSmart is to use.

Try the complete ProjectionSmart process yourself. Connect your QuickBooks Online company, download your history, enter a simple budget, and enter your plans.

The free trial is designed to let you experience how ProjectionSmart works. Projection results become available when you subscribe.


Start Free Trial

Know where your business is going.

Start seeing next month's numbers this month.

$49

per month


Start Free Trial    Buy Now
Five stars

"Great program for any business owner or anyone trying to start a business."
~ Zach, Small business owner

Five stars

"ProjectionSmart is very easy to use for the small business owner who wants to assess his finances and know where his cash is going. It is extremely helpful to me in making more informed business decisions. It gives me peace of mind."
~ Justin, CEO of professional services firm

Five stars

"I signed up to gain some insights on expanding my current small business. With the resources they provided, the Proof Plan and ProjectionSmart, it has been considerably easier for me to write a business plan since I'm simply answering 21 questions. Thank you, Roger and Bob!"
~ Kristen, Small Business Owner