Professional Services + Clockwork.ai

FP&A software for professional services firms

Booked revenue isn't banked cash. For agencies, consultancies, and firms that sell time: connect QuickBooks or Xero and see cash, utilization, and project margins weeks ahead.

Try free
Clockwork financial dashboard

Tie utilization and project margin to your cash

You already suspect your biggest client isn't your most profitable one. Clockwork reads your billing and payments and shows you which clients, projects, and people actually carry the firm.

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    Weekly cash flow forecasting

    Q4 closes fully booked, Q1 opens with an empty pipeline, and payroll hits twice a month either way. See client payments, contractor costs, and retainers ahead of time, so one late invoice never becomes a payroll scramble.

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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

Questions firm owners ask

Does Clockwork replace my time-tracking or PSA tool?

No. Keep the tools that track hours and manage projects. Clockwork reads the financials in QuickBooks or Xero and covers what happens to the money: forecasts, scenarios, and reporting.

Can it show margin by client or project?

Yes. Utilization, realization, and margin by project update straight from your books, with forecasts alongside.

What does it cost?

Plans start at $149/month. Business plans include a 14-day free trial, no credit card required.