Outsourced CFO Firms + Clockwork.ai
The FP&A platform built by an outsourced CFO, for outsourced CFO firms
Every new client used to mean another custom Excel model and another late night. Clockwork builds the forecast, model, and dashboard straight from each client's QuickBooks or Xero, so your team delivers CFO-level work without rebuilding it from scratch.
Built for how CFO firms actually scale
Your capacity ceiling isn't talent, it's hours. Clockwork automates the models, forecasts, and reporting behind every engagement, so each CFO on your team can carry more clients without the quality slipping.
Weekly cash flow forecasting
The deliverable every client asks for first. A weekly, transaction-level cash forecast for each client, generated the day you connect their books.
Scenario planning for every engagement
Raise, hire, expand, acquire? Model any client decision on their real numbers and walk into the meeting with the answer, not a homework assignment.
Headcount planning for every client
Model your clients' hiring plans down to the individual role, synced straight from their payroll provider. No more payroll spreadsheets.
Mira, your AI analyst
Mira preps your client meetings for you. Ask why a client's margin slipped or what a hire does to their runway, and she answers from their live numbers in seconds.
Real-time reporting
Board-ready reporting packages for every client, always current, straight from their books. Nobody rebuilds a deck on the first of the month.
The metrics CFO firms care about
Runway, burn, margin, and working capital for every client. One place, actuals next to forecast, no tab-switching.
Nothing to set up
Connect a client's QuickBooks or Xero and their first forecast is ready the same day. No setup fee, no chart of accounts to map, no implementation team. Onboard your whole client base in an evening.
The FP&A platform built for CFO firms
Questions CFO firms ask
How is Clockwork different from running client models in Excel?
Every model, forecast, and report builds itself from the client's live books and stays current automatically. Your team spends meetings advising instead of reconciling, and nothing breaks when a formula does.
How do client licenses work?
Firm plans include pooled client licenses, so you can roll Clockwork out across your whole client base and manage every engagement from one console.
What does it cost?
Firm plans bundle 10 to 80 client licenses across Start, Scale, and Growth tiers. Every firm engagement starts with a conversation, so book a demo and we'll scope it together.
