Your staff spend their time assembling the deliverable instead of advising on it.
Every new client used to mean another custom Excel model and another late night. Clockwork builds the 52-week cash flow forecast, 5-year model, and dashboard straight from each client's QuickBooks or Xero, so your team delivers CFO-level work without rebuilding it from scratch.
Firm plans from $1,499 a month, unlimited users, no per-client charges. One new advisory client usually covers it.
Sign your next CFO client, or Clockwork is free until you do.
Do three things in your first 90 days. If you don't sign an advisory client that covers your plan, we extend your subscription free until you do.
1. Load your clients
We connect every client with you on a kickoff call. About two minutes each, nothing to implement.
2. Send the outreach
We give you the client emails and a co-branded pitch deck, ready to send under your name.
3. Hold 5 advisory reviews
Walk five clients through their forecast with our review agenda. We run live sessions with you for the first 30 days.
Everything included
White-glove setup, the advisory launch kit, pricing and proposal templates, live launch sessions, and the Clockwork Community.
Your capacity ceiling isn't talent. It's hours.
Clockwork automates the models, forecasts, and reporting behind every engagement, so your firm serves more clients without more headcount, and the quality never slips. Connect a client's QuickBooks or Xero and their first forecast is ready in about five minutes.
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 already in hand.
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.
Built by people who ran an outsourced CFO practice.
We spent five years building and scaling an outsourced CFO firm for hundreds of clients. Clockwork is that work, automated.
What changes when the deliverable builds itself.
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 does firm pricing work?
Firm plans are priced on functionality and the complexity of your firm, with unlimited users and no per-client charges. You can roll it out across your whole base and manage every engagement from one console.
What does it cost?
Firm plans start at $1,499 a month billed annually, and each plan is priced around one advisory client at that level. Sign one new client at that level and it covers your plan in about a month. Book a demo and we'll scope it together.
Can my clients see their own numbers?
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 Scale and Growth plans add client-branded reporting.
The FP&A team your firm would hire. Already built.
See the forecast, the model, and Mira in a 15-minute demo. Nothing to prepare.
