Implementation was seconds. I ask a lot of questions and like to talk to people and they picked up the phone to answer simple questions that frankly I could have figured out if I actually took the time to read their DIY articles...
Official Member of YEC
There is no setup required. You connect your accounting app and you're ready to starting planning. It is very intuitive and easy to pickup and learn what the features are in developing the plan.
Certified app partners
Completely custom account just 30 seconds, automatically
Clockwork pulls in up to 3 years of financial data in seconds to automatically create your account
Frequently Asked Questions
How does the integration work with QuickBooks Online and Xero?
Clockwork seamlessly integrates with QuickBooks Online and Xero. All you need to do is authorize the connection to your accounting system when you sign up, and Clockwork will automatically sync and analyze your transactions every hour to drive the financial models, train the forecasting AI, and provide key performance insights in real time. It’s also a one-way sync, so Clockwork will never change any data in your accounting system.
How does Clockwork create baseline forecasts automatically?
Clockwork analyzes the trends, seasonality, and other unique patterns within your accounting data to instantly provide accurate forecasts and real-time insights tailored to your business. You can easily customize the forecasts with your own assumptions, and use the Scenario Writer to build and compare multiple versions of the models.
How does the free trial work?
Simply connect your QuickBooks Online or Xero account to Clockwork, and you’ll automatically get your real-time models, plus the full functionality of the Clockwork platform to explore for 14 days (no credit card required!). After the trial you can choose a subscription to continue using Clockwork, and all of your assumptions and customizations will carry over from the trial. Too easy!
Which pricing plan is right for me?
If you're just getting off the ground and don't need the heavy lift of unlimited scenario planning, customizable metrics, and a ton of other stuff, stick with the Basic. And if you do need that next level support, go with the Pro. We make it easy and will recommend what makes the most sense for you and your business.
What if I need help using the platform?
We’re here for you 24/7! Clockwork provides around the clock customer support and tailored onboarding for every client, so you’ll be set up for success from day one...completely free of charge. Just reach out and our team of experts will get you squared away in no time.
Do I have to pay per user?
Absolutely not! Clockwork subscriptions allow unlimited users at no extra cost. With custom user permissions, you can easily collaborate with teammates, clients, investors, or other key stakeholders in real time.
Do you offer anything for CPAs, outsourced CFOs, and other partners to use this with their clients?
Definitely! Eligible partners can get access to wholesale pricing, hands-on coaching, marketing support, and much more. Just ask the team for more info!
Do I have to sign a long-term contract?
Definitely not! There are no long-term contracts, and you can cancel your subscription at any time. After your trial period, you can choose a month-to-month subscription, or pay annually for a discount, and you can even change plans whenever you want.
Still have questions?
Drop us a message, we'll love to know what you are up to