Your live financial dashboard for QuickBooks and Xero
Your cash, revenue, and financial health score, live from QuickBooks or Xero. No spreadsheet required.
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 |
Your financial command center
Instantly understand what levers you need to move
Know how your business is performing with an automatic breakdown of problem areas.
Get on the same page
Have a single source of truth for your financials that everyone can access and understand.
Better conversations, better financial decisions
Spend your time on the numbers themselves, not on spreadsheet data entry.
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.
A real-time financial health score
Your Clockwork Score will analyze your business' financial health and every aspect of change so you can easily see what areas need improvement, and which areas are in good shape.
Immediately get to work
Clockwork builds the essentials in minutes. You skip setup and go straight to customizing your finances and cash flow.
Track every change made
Never wonder what happened to your forecasts or if someone has updated their numbers. Clockwork gives you an audit log for exactly what was done, who did it, and when it was done.
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 a financial dashboard?
A financial dashboard is a real-time visual summary of the metrics that tell you how your business is performing: revenue, cash balance, runway, expenses, gross margin, and variance to forecast. Clockwork's financial dashboard pulls these directly from QuickBooks, Xero, or Excel and updates automatically as new data comes in.
What metrics should a financial dashboard track?
At minimum: cash on hand, weekly and monthly cash flow, revenue, gross margin, operating expenses, and runway. For SaaS and subscription businesses: MRR, ARR, churn, and CAC payback. Clockwork's dashboard includes all of these by default and lets you add custom metrics specific to your business.
How is Clockwork's dashboard different from QuickBooks reports?
QuickBooks shows you what happened. Clockwork shows you what's happening now and what's coming next. The dashboard combines actuals from your books with Clockwork's AI-generated forecast, so you see variance, runway projections, and scenario outcomes side-by-side with your live P&L. It's built for decision-making, not accounting.
Do I need a finance team to use Clockwork's dashboard?
No. Clockwork is designed for founders, operators, and accounting firm clients who don't have a dedicated FP&A function. Mira, the built-in AI analyst, answers plain-English questions about your dashboard, like "why is gross margin down?" or "how does this month compare to last quarter?", without needing formulas or finance training.
Can I customize the dashboard for my business?
Yes. Every chart, KPI card, and table is configurable. You can build custom dashboards per department, per entity, or per scenario. Accounting firms typically build a standard dashboard template once and apply it across all clients.
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.
