Client advisory services software that builds the deliverable for you.
A CAS practice lives or dies on what you can put in front of a client every month: a forecast, a dashboard, the KPIs that matter to their business, and an answer to "can I afford this?" Clockwork builds all of it from the client's QuickBooks or Xero in about five minutes, for every client you manage, with nothing for your team to build or maintain.
Firm plans from $999 a month, unlimited users. One new advisory client usually covers it.
Four deliverables, built for every client, kept current every day.
Client dashboards
A live view of revenue, margin, cash, and receivables for each client, synced to the general ledger. Share it through the client portal so the client sees their numbers between meetings, not just in them.
52-week cash flow forecast
Built week by week from the receivables, payables, loans, and payroll in the books. You see the tight week before the client's bank does, which is the moment advisory earns its fee.
KPIs and custom metrics
Track the metrics that matter to each client's industry, from utilization at an agency to chair time at a dental practice, against live GL data. Set a floor and Smart Alerts tell you when a number drifts.
Scenarios and the 5-year model
Test a hire, a price change, a loan, or a second location from real numbers. Compare scenarios side by side and show the client what each decision does to cash, margin, and profit, then bill for the advice.
Advisory scales when the software does the building.
Most CAS tooling is either a reporting tool with a forecasting checkbox or a planning platform that needs weeks of implementation per client. Clockwork is the real AI-native FP&A software: its own AI builds the model and runs the forecast, which is why a firm can put twenty clients on a real forecast without hiring a modeler.
Built by a CFO who ran a CAS practice
We ran an outsourced CFO firm and built these models by hand for hundreds of companies. Clockwork is that work, automated, by people who know what a client actually asks.
No implementation, ever
No chart-of-accounts mapping project, no onboarding team, no 90-day rollout. Connect a client's books and the model is built. CloudCPA moved every client over in a single night.
Ask Mira, get the math
Mira, the built-in AI FP&A analyst, answers "can we afford two hires in Q1?" from the client's live forecast and shows her work, so your team walks into the meeting with the answer.
One new advisory client pays for Clockwork.
Firm plans are priced on functionality and the complexity of your firm, not on how many clients you put in. Start is $999 a month, Scale $1,999, and Growth $3,999, billed annually, with unlimited users on every plan. At $2,500 a month per advisory client, Start pays back in under two weeks. The Advisory Revenue Calculator shows what your current client list is worth, and the ROI page shows payback by tier.
What is client advisory services (CAS) software?
Software an accounting firm uses to deliver advisory work to clients: forecasts, dashboards, KPIs, scenarios, and the reporting around them. Clockwork is CAS software that builds those deliverables automatically from each client's QuickBooks or Xero, so the firm sells the advice instead of building the spreadsheet.
What software do accounting firms use to offer advisory services?
Firms typically combine a reporting tool such as Fathom or Reach Reporting with spreadsheets, or adopt a planning platform such as Jirav. Clockwork replaces the spreadsheet layer and most of the reporting tool with a built forecast, a 5-year model, client dashboards, and Mira, and it is the official Thomson Reuters FP&A partner.
Can clients see their own dashboards?
Yes. Clients live inside your firm's workspace and see their numbers through the client portal. You control what each client can see and edit, and Growth adds the Champions Console with class-level permissions.
How long does it take to onboard a client?
About five minutes. Connect the client's QuickBooks or Xero, Clockwork maps the chart of accounts, and the 52-week cash forecast, 5-year model, and dashboard are built. There is no implementation project.
Does Clockwork work with the tools our firm already uses?
Yes. It connects to QuickBooks Online, QuickBooks Desktop, and Xero, takes Excel and Google Sheets, and brings payroll from the major providers into the headcount plan. Nothing has to be migrated.
The CAS team your firm would hire. Already built.
Bring one client's QuickBooks or Xero file to the demo. We'll build their forecast while you watch.
