Board-ready reporting packages in minutes
Real-time and fully customizable view of not just what happened, but what's going to happen.
Free 14-day trial, no credit card. Your first forecast in about five minutes.
| Person | Role | Start | Type | Loaded cost |
|---|---|---|---|---|
| Maya R. | Account exec | Feb 1 | W2 | $101.6K |
| New hire | Dental hygienist | Mar 15 | W2 | $78.4K |
| Dev shop | App rebuild | Apr 1 | 1099 | $60.0K |
| Jordan K. | Ops manager | On staff | W2 | $92.3K |
| Provider | People | Last sync |
|---|---|---|
| 14 | 6:00am |
| 0 | Available |
| 0 | Available |
| Person | Base | Taxes | Benefits | Loaded |
|---|---|---|---|---|
| Maya R. | $85.0K | $6.5K | $9.0K | $101.6K |
| New hire | $64.0K | $4.9K | $9.0K | $78.4K |
| Jordan K. | $76.0K | $5.8K | $9.0K | $92.3K |
RevenueLive| Metric | Source | Updated |
|---|---|---|
| Revenue per location | QuickBooks + CSV | 6:00am |
| Cost per lead | CSV import | Monday |
| Billable hours | CSV import | Monday |
| Occupancy | CSV import | Friday |
Connected
ConnectedConnectedConnectedAvailable OnlineConnected DesktopConnectedConnected| System | Items | Last sync |
|---|---|---|
| QuickBooks Online | 14,203 transactions | 6:00am |
| QuickBooks Desktop | Available | One click |
| Xero | Available | One click |
| CSV column | Maps to | Rows |
|---|---|---|
| pipeline_value | Forecast driver | 1,240 |
| customer_count | Custom metric | 1,240 |
| billable_hours | KPI dashboard | 1,240 |
Generate insightful reports instantly
CFO-level reporting packages, built around your business
Templates force your numbers into someone else's boxes. Clockwork builds reports around what you actually need to see, not just what the software can spit out.
Walk into every meeting with numbers that settle the argument
Clockwork's fully custom reporting allows you to track performance, monitor custom KPIs, and deliver information effectively, in real-time.
Your single source of truth
Aggregate data for a comprehensive view of what happened, what's happening, and what will happen, all in one place.
Built from your books, kept current as they change.
Nothing to set up and nothing to maintain. Connect QuickBooks or Xero and this is what you get.
Dynamic reporting in real-time
Clockwork gives you the ability to build completely custom reports on the fly, capturing variance reports, BvA (budget vs actual) reports, with custom date ranges.
The whole picture, not bits and pieces
Half a picture leads to bad calls. Clockwork shows your business as a whole, so decisions rest on complete financials instead of fragments.
Custom PDF reports in seconds
At the click of a button, PDF every aspect of your Clockwork account, with as much or as little customization as you'd like. Your finances and cash flow in an easy to digest way for collaborative conversations and maximum impact.
The same forecast, two jobs.
The same deliverable for every client, built the day you connect them.
The portfolio view shows which clients need a conversation and when, so the advisory call happens before the problem does. Unlimited users, no per-client charges.
A CFO's view of the business, without the CFO.
Decisions about hiring, buying, and pricing get made with the numbers in front of you, and Mira explains what moved and why. Free 14-day trial, no credit card.
It all comes from the same model.
Every feature reads from one 5-year, 3-statement model built from your books, so the numbers always agree with each other.
Weekly Cash Flow Forecast
A 52-week cash forecast on a full balance sheet. See the low week before it arrives.
Learn moreScenario Planning
Change a hire, a price, or a location and compare the cash lines side by side.
Learn moreWhat kinds of reports can I build?
Budget vs. actual, variance reports, KPI dashboards, cash flow and forecast packages, and full board decks. Every report is custom to your business, not forced into a template.
How long does it take to put a board package together?
Minutes. Reports read from the same live model as everything else, so you pick the sections, add commentary, and export to PDF.
Can my accountant or investors see the reports?
Yes. Every plan includes unlimited users, and reports can be exported or emailed. Firm plans add client-branded reporting.
Do the reports update on their own?
Yes. Because they read from your connected books, the numbers refresh as the books change. There is nothing to rebuild month to month.
See it on your own numbers.
Connect QuickBooks or Xero and Clockwork builds the model in about five minutes. Or bring a file to a demo and we'll build it while you watch.
