Enterprise-grade security for your financial data
SOC 2 Type II certified, read-only access to your books, and encryption on every byte. Here's exactly what that means for your business.
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 |
Gold standard data security with SOC2
SOC 2 Type II certified, audited annually
Independent third-party auditors verify our security controls every year against the same standard enterprise vendors meet.
Read-only access to QuickBooks & Xero
Clockwork never moves money, edits transactions, or writes to your books. We read your accounting and payroll data on a read-only basis.
AES-256 encryption at rest and in transit
Every byte of your financial data is encrypted with industry-standard ciphers, at rest on our servers and moving between services.
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.
SSO and required MFA for admins
Single sign-on via Google or Microsoft. Multi-factor authentication is required for every admin user, with TOTP, hardware key, and platform authenticator support.
Full audit logs on every action
Every change to your account is logged with user, timestamp, and IP, exportable for compliance reviews.
Annual penetration testing
External security firms test our systems for vulnerabilities every year before they can reach production.
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 moreIs Clockwork SOC 2 certified?
Yes. Clockwork is SOC 2 Type II certified and audited annually by an independent third party against the same standard enterprise vendors meet.
Can Clockwork move money or change my books?
No. Clockwork connects to QuickBooks and Xero on a read-only basis. It never edits transactions, writes to your books, or moves money.
How is my data protected?
Every byte is encrypted with AES-256 at rest and in transit. Admin users are required to use multi-factor authentication, single sign-on is available via Google or Microsoft, and every change to your account is logged.
Can I get a copy of the SOC 2 report?
Yes. Book a demo or contact us and we will share the report under NDA, along with answers to your security questionnaire.
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.
