Smart Alerts

Automatic alerts. Instant priorities.

Clockwork watches your numbers and flags what needs your attention, with custom alerts delivered to your inbox or Slack.

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.

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Key benefits

Watch what matters

Set triggers for the metrics that keep you up at night: cash thresholds, AR aging, budget variances, margin erosion, forecast gaps. Customize every condition, threshold, and timing rule.

Catch patterns, not just spikes

Combine multiple conditions to spot real risk: cash dropping while payroll climbs, revenue softening as expenses rise, AR slowing with tight runway. The alerts you actually need, not just noise.

See it where you work

Alerts arrive in Clockwork, by email, individually or in a daily digest: whatever fits your workflow.

Threshold-based and trend-based

Trigger alerts when a metric crosses a number, drifts off plan, or breaks a pattern — without writing formulas.

Quiet by default

Alerts only fire when something material changes. No false positives from normal variance, no overnight floods of noise.

Quiet by default

Alerts only fire when something material changes. No false positives from normal variance, no overnight floods of noise.

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
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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
Why Clockwork?

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
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Key benefits

Watch what matters

Set triggers for the metrics that keep you up at night: cash thresholds, AR aging, budget variances, margin erosion, forecast gaps. Customize every condition, threshold, and timing rule.

See it on your numbers

Catch patterns, not just spikes

Combine multiple conditions to spot real risk: cash dropping while payroll climbs, revenue softening as expenses rise, AR slowing with tight runway. The alerts you actually need, not just noise.

Let’s talk business

See it where you work

Alerts arrive in Clockwork, by email, individually or in a daily digest: whatever fits your workflow.

See it on your numbers

Threshold-based and trend-based

Trigger alerts when a metric crosses a number, drifts off plan, or breaks a pattern — without writing formulas.

See it on your numbers

Quiet by default

Alerts only fire when something material changes. No false positives from normal variance, no overnight floods of noise.

Show me more

Mira-explained, in plain English

Every alert includes a one-line Mira summary that explains what changed and why — so you know the next step without digging into the data.

Learn how it works

Key benefits

Watch what matters

Set triggers for the metrics that keep you up at night: cash thresholds, AR aging, budget variances, margin erosion, forecast gaps. Customize every condition, threshold, and timing rule.

See it on your numbers

Catch patterns, not just spikes

Combine multiple conditions to spot real risk: cash dropping while payroll climbs, revenue softening as expenses rise, AR slowing with tight runway. The alerts you actually need, not just noise.

Let’s talk business

See it where you work

Alerts arrive in Clockwork, by email, individually or in a daily digest: whatever fits your workflow.

See it on your numbers

Every feature built
with your team,
not just for them

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Secure data. 
Strategic insights. 
Smarter decisions.

With Clockwork's SOC 2 Type II certification, you can focus on growing your business while we handle your financial forecasting – securely and reliably.

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More Resources

Learn how product leaders and teams solved unique and everyday challenges.

Integrations

Who we integrate with

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