Professional Services + Clockwork.ai

FP&A software for professional services firms

For agencies, consultancies, and firms that sell time. Connect QuickBooks or Xero and Clockwork forecasts your cash, utilization, and project margins for you.

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Clockwork financial dashboard

Tie utilization and project margin to your cash

Clockwork reads your billing and payments from QuickBooks or Xero and builds the forecast for you. You get a live read on cash, utilization, and what each project actually earns.

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    Weekly cash flow forecasting

    See client payments, payroll, contractor costs, and retainers ahead of time, so one late invoice doesn't turn into a scramble to make payroll.

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    Plan hires against your pipeline

    Model a new hire, a new practice area, or the loss of a big client before it happens.

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    Capacity and headcount planning

    Match hires and contractors to the work you can see coming, instead of guessing. Clockwork pulls the numbers from payroll.

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    Mira, your AI analyst

    Ask whether you can bring on two more people this quarter, and Mira answers from your own numbers.

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    Real-time reporting

    Utilization, realization, and project margin update straight from your books, so you always know where a project stands.

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    The metrics services firms track

    Billable utilization, realization, revenue per person, and margin by project, all in one place with forecasts.

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    Nothing to set up

    Connect QuickBooks or Xero and your first forecast is ready the same day. No setup fee, no account mapping.

The FP&A platform built for services firms
Leading FP&A NPS score
91
In the top 1% of SaaS companies
Loved by users
4.9
out of 5 stars on G2
Teams save
90%
of time spent on manual reports