Build a financial model in minutes, not weeks
Use financial modeling to manage, plan, and predict all the changes in your business in minutes, not days in a spreadsheet.
Free 14-day trial, no credit card. Your first forecast in about five minutes.
| Person | Role | Start | Type | Loaded cost |
|---|---|---|---|---|
| Maya R. | Account exec | Feb 1 | W2 | $101.6K |
| New hire | Dental hygienist | Mar 15 | W2 | $78.4K |
| Dev shop | App rebuild | Apr 1 | 1099 | $60.0K |
| Jordan K. | Ops manager | On staff | W2 | $92.3K |
| Provider | People | Last sync |
|---|---|---|
| 14 | 6:00am |
| 0 | Available |
| 0 | Available |
| Person | Base | Taxes | Benefits | Loaded |
|---|---|---|---|---|
| Maya R. | $85.0K | $6.5K | $9.0K | $101.6K |
| New hire | $64.0K | $4.9K | $9.0K | $78.4K |
| Jordan K. | $76.0K | $5.8K | $9.0K | $92.3K |
RevenueLive| Metric | Source | Updated |
|---|---|---|
| Revenue per location | QuickBooks + CSV | 6:00am |
| Cost per lead | CSV import | Monday |
| Billable hours | CSV import | Monday |
| Occupancy | CSV import | Friday |
Connected
ConnectedConnectedConnectedAvailable OnlineConnected DesktopConnectedConnected| System | Items | Last sync |
|---|---|---|
| QuickBooks Online | 14,203 transactions | 6:00am |
| QuickBooks Desktop | Available | One click |
| Xero | Available | One click |
| CSV column | Maps to | Rows |
|---|---|---|
| pipeline_value | Forecast driver | 1,240 |
| customer_count | Custom metric | 1,240 |
| billable_hours | KPI dashboard | 1,240 |
Move fast, plan faster
Spreadsheets can only take your models so far
Online financial model templates and outdated spreadsheets are a thing of the past. You need a flexible, living model that automatically updates and scales with you.
Your instinct, checked against live numbers
Test a hire, a price change, or a new location against a model built from your live books, so you move fast without guessing.
Use Clockwork to build financial models & make decisions, fast
Identify the most effective time to seek out big opportunities or when it’s best to put your head down and keep a steady pace.
Built from your books, kept current as they change.
Nothing to set up and nothing to maintain. Connect QuickBooks or Xero and this is what you get.
AI-Powered, Human Capable
No need to wonder how easy it will be to customize your models. Clockwork, out of the box, gives you the power to customize every aspect of your financial model with driver based forecasting while leaving the AI to handle the "business as usual" accounts.
Immediate CFO-level customization
Build scenarios for multi-year contracts and different invoicing and billing terms. Model deferred revenue and deferred expense plans in a click.
Driver Based Forecasting in seconds
Import as many financial and non-financial variables as you need and build custom formulas in plain English, not complex Excel formulas.
The same forecast, two jobs.
The same deliverable for every client, built the day you connect them.
The portfolio view shows which clients need a conversation and when, so the advisory call happens before the problem does. Unlimited users, no per-client charges.
A CFO's view of the business, without the CFO.
Decisions about hiring, buying, and pricing get made with the numbers in front of you, and Mira explains what moved and why. Free 14-day trial, no credit card.
It all comes from the same model.
Every feature reads from one 5-year, 3-statement model built from your books, so the numbers always agree with each other.
Weekly Cash Flow Forecast
A 52-week cash forecast on a full balance sheet. See the low week before it arrives.
Learn moreScenario Planning
Change a hire, a price, or a location and compare the cash lines side by side.
Learn moreWhat is financial modeling software?
Financial modeling software turns your accounting data into a forward-looking model of revenue, expenses, and cash. Clockwork builds yours automatically from QuickBooks or Xero, so you can plan and test decisions without building spreadsheets from scratch.
How long does it take to build a financial model in Clockwork?
Most companies have a working model in minutes. Clockwork connects to your accounting system, pulls your historical data, and generates a 5-year, 3-statement model automatically, with no templates or manual setup.
Do I need to know spreadsheet formulas?
No. Clockwork builds and maintains the model for you, so there are no formulas to write or break. You adjust assumptions in plain inputs and the model updates instantly.
What is a 3-statement model?
A 3-statement model links your income statement, balance sheet, and cash flow statement so they stay consistent. Clockwork generates all three from your live data and keeps them in sync as your actuals change.
Does Clockwork connect to QuickBooks and Xero?
Yes. Clockwork connects directly to QuickBooks and Xero, and to Excel, so your model is always built on your real, up-to-date numbers.
See it on your own numbers.
Connect QuickBooks or Xero and Clockwork builds the model in about five minutes. Or bring a file to a demo and we'll build it while you watch.
