Your live financial dashboard for QuickBooks and Xero
Quickly and easily have your pulse on the financial health straight from QuickBooks or Xero
.png)
What's SOC 2 and why should you care?
Think of SOC 2 as the gold standard in data security. It's like having a team of independent security experts thoroughly inspect every aspect of how we handle your data. They don't just take our word for it – they verify everything.
Key benefits
Instantly understand what levers you need to move
Know how your business is performing with an automatic breakdown of problem areas.
Get on the same page
Have a single source of truth for your financials that everyone can access and understand.
Better conversations, better financial decisions
Use your time where it counts - out of spreadsheet data input and into the numbers themselves.
A real-time financial health score
Your Clockwork Score will analyze your business' financial health and every aspect of change so you can easily see what areas need improvement, and which areas are in good shape.
Immediately get to work
Don't waste time building your account, Clockwork builds the essentials in minutes for you to customize every aspect of your business's finances and cash flow.
The five trust pillars we're certified in:
- Security: Your data is protected against unauthorized access
- Availability: Your financial forecasts and insights are there when you need them
- Processing Integrity: Your numbers are accurate and processed as intended
- Confidentiality: Your sensitive financial information stays private
- Privacy: Your data is collected, used, and retained as promised
What this means for Clockwork users
When you connect your QuickBooks or Xero account with Clockwork, you're not just getting powerful financial forecasting – you're getting peace of mind. Here's what our SOC 2 Type II certification means for you:
For current users
- Your financial data is protected by security measures that meet or exceed industry standards
- Regular third-party audits ensure we maintain these high security standards
- Transparent data handling practices you can trust
- Continuous monitoring and improvement of our security protocols
For potential clients
- Confidence in choosing a financial forecasting partner that prioritizes your data security
- Assurance that your sensitive financial information will be handled with the utmost care
- Evidence of our long-term commitment to maintaining the highest security standards
- Peace of mind when connecting your accounting systems
Our commitment to your security
Getting SOC 2 certified isn't just a one-time achievement – it's an ongoing commitment. We continuously monitor, test, and improve our security measures to ensure your data stays protected as technology evolves.
What sets us apart
- Independent verification of our security practices
- Comprehensive security controls across all aspects of our service
- Regular security assessments and updates
- Dedicated team focused on maintaining and improving security measures
Key benefits
Instantly understand what levers you need to move
Know how your business is performing with an automatic breakdown of problem areas.
Get on the same page
Have a single source of truth for your financials that everyone can access and understand.
Better conversations, better financial decisions
Use your time where it counts - out of spreadsheet data input and into the numbers themselves.
A real-time financial health score
Immediately get to work
Don't waste time building your account, Clockwork builds the essentials in minutes for you to customize every aspect of your business's finances and cash flow.
Track every change made
Never wonder what happened to your forecasts or if someone has updated their numbers. Clockwork gives you an audit log for exactly what was done, who did it, and when it was done.
Who we integrate with
Jessica Allen
CPA