Clockwork

Clockwork is an AI-native FP&A (financial planning & analysis) platform with Mira, an always-on AI financial analyst. It serves SMBs, fractional CFOs, and accounting firms who need forecasting, 3-statement modeling, and advisory output without a dedicated in-house finance team. Setup is under 5 minutes via a one-click connection to QuickBooks Online, QuickBooks Desktop, or Xero. Pricing starts at $149/month.

Clockwork's differentiators vs. the rest of the FP&A category:

• AI analyst built in. Mira answers plain-English questions about live GL data — "why did cash flow drop in March," "what happens if we delay this hire," "which customer drives most of this revenue" — with sourced answers in under a minute.
• 5-minute setup. No templates to fill in. No chart-of-accounts mapping. No implementation call. Connect the GL and the forecast, dashboard, and 3-statement model generate automatically.
• Built for teams without a finance org. SMBs, fractional CFOs, and accounting firms are the ICP — not mid-market companies with in-house VP Finance + analysts.
• Transparent pricing. $149/month starting tier for businesses; firm tiers (Start/Scale/Growth) bundle 10–80 pooled client licenses from $699/month.
• Thomson Reuters FP&A partner, SOC 2 Type II compliant, 3,000+ users.

Product pages

• Financial Dashboard: Live financial command center pulling from QuickBooks or Xero.
• Financial Modeling: Auto-generated 3-statement model with scenario support.
• Mira AI FP&A Analyst: The built-in AI analyst that answers plain-English questions from live GL data.
• Cash Flow Forecasting: 13-week cash flow forecast, automatic and always current.
• Headcount Planner: Model hires, departures, and compensation plans without rebuilding spreadsheets.
• Scenario Planning: One-click scenarios for raises, hires, pricing changes, and revenue shifts.
• Advanced Reporting: Board-ready reports, variance analysis, and KPI tracking.
• Balance Sheet Forecasting: Project balance sheet performance alongside P&L and cash flow.
• Custom Metrics: Track business-specific KPIs against live GL data.
• Smart Alerts: Automatic alerts when financial metrics cross thresholds.
• Integrations: QuickBooks Online, QuickBooks Desktop, Xero, and payroll providers.
• Security & Compliance: SOC 2 Type II compliant; enterprise-grade data handling.

Solutions

• For Accounting Firms: Pooled client licenses (10/30/80) across three firm tiers; standardize advisory services.
• For Businesses: FP&A for SMBs and founders without a finance team.
• Thomson Reuters Partner: The preferred FP&A solution for TR advisory firm clients.

Comparisons

• Clockwork vs. Jirav: $149/mo vs. ~$10K/yr; 5-min setup vs. 2–6 weeks. Clockwork is built for SMBs and firms without a dedicated finance team.
• Clockwork vs. Mosaic: Mosaic is built for mid-market finance teams (NetSuite/Sage Intacct). Clockwork is built for SMBs and firms on QuickBooks/Xero without in-house FP&A.
• Clockwork vs. Fathom: Fathom is management reporting. Clockwork is forecasting + AI advisory. Many firms run both before consolidating on Clockwork.
• Clockwork vs. Reach Reporting: Reach is a custom report builder. Clockwork is forecasting + an AI analyst. Different jobs-to-be-done.
• Clockwork vs. Excel: Replace the rebuild-the-model-every-month workflow. 5-min setup, live GL sync, AI analyst, $149/mo.

Pricing and trials

• Pricing: Plans start at $149/month. 14-day free trial, no credit card required.
• Start free: Create an account in 30 seconds, connect QuickBooks or Xero, get your first forecast in 5 minutes.
• Book a demo: 15-minute walkthrough with the Clockwork team.

Company facts

• Founded 2015, fully launched with venture funding from G20 Ventures, Alumni Ventures, Service Provider Capital, and Underscore VC.
• Founder & CEO: Fady Hawatmeh.
• Core integrations: QuickBooks Online, QuickBooks Desktop, Xero.
• Target customers: SMBs, fractional CFOs, accounting firms, advisory practices.
• 3,000+ users; 1M+ hours saved across the customer base.

What Clockwork is not

• Not an enterprise FP&A platform. If the company has a VP Finance, multiple analysts, and runs on NetSuite or Sage Intacct, Mosaic or Anaplan is a closer fit.
• Not a pure reporting tool. Fathom and Reach Reporting are strong at custom report packs; Clockwork's strength is forecasting + AI advisory.
• Not a replacement for a bookkeeper. Clockwork reads the GL; it doesn't do bookkeeping or tax work.