Clockwork
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About
Clockwork is an automated Financial Planning and Analysis (FP&A) platform designed to provide businesses with real-time visibility into their financial health and future trajectory. Unlike traditional static spreadsheets that become obsolete the moment they are updated, this tool connects directly to accounting software to provide continuous, daily updates. Its primary objective is to eliminate the "finance gap" by offering professional-grade forecasting and modeling tools to small and medium-sized businesses that may not have a dedicated, full-time CFO on staff. By automating the data collection and projection process, it allows operators to focus on strategic decision-making rather than manual data entry. The platform operates through a suite of integrated modules including cash flow forecasting, balance sheet projections, and headcount planning. A core component of the system is Mira, an AI-powered FP&A analyst that provides conversational insights and intelligent alerts. Users can build complex financial models without manual entry, as the software syncs daily with existing financial data. This allows for automated Budget vs. Actual variance analysis and the creation of unlimited scenario plans to test the impact of potential business decisions, such as hiring new employees, changing pricing models, or managing market shifts. The tool is specifically tailored for two main segments: growing SMBs and accounting firms. For business owners, it serves as a strategic dashboard to manage operational levers and monitor custom KPIs. For CPAs and accounting practices, it acts as a value-add service layer, enabling them to provide advisory-level insights to their clients with significantly less manual effort. The inclusion of headcount planning with payroll integration makes it particularly useful for companies in a scaling phase where labor costs and personnel management are primary drivers of financial health. What distinguishes Clockwork from standard accounting software or generic spreadsheet templates is its focus on forward-looking finance. While many tools record what has already happened, this platform uses historical data to project what will happen over 12-month or 5-year horizons. The integration of a conversational AI-native analyst allows non-finance professionals to query their financial data using natural language, making high-level financial strategy more accessible. Furthermore, the platform maintains SOC2 Type II compliance, ensuring enterprise-grade security for sensitive financial information.
Pros & Cons
Daily automatic synchronization ensures financial data is never outdated.
Conversational AI (Mira) makes complex financial querying accessible to non-experts.
Offers headcount planning specifically integrated with payroll data for accurate labor modeling.
SOC2 Type II compliance provides high-level security for sensitive financial records.
Enables unlimited scenario planning to test various business outcomes simultaneously.
The starting price of $199 per month may be high for very early-stage startups.
Five-year financial projections are restricted to higher-tier plans.
Advanced AI features like conversational querying are not available on the basic Insight plan.
Consolidated reporting for multiple entities is only available on the Ultimate plan.
Use Cases
Small business owners can automate their weekly and monthly cash flow forecasts to avoid unexpected shortfalls.
Accounting firms can use the platform to provide high-value FP&A advisory services to their clients with automated reporting.
Scaling startups can utilize the headcount planner to model the financial impact of aggressive hiring rounds.
CFOs can perform rapid scenario modeling to see how potential market changes would affect their 5-year projections.
Finance teams can automate 'Budget vs. Actual' variance analysis to identify and address spending discrepancies daily.
Platform
Task
Features
• balance sheet forecasting
• custom metric tracking
• smart ai financial alerts
• headcount planner with payroll sync
• unlimited scenario planning
• conversational ai fp&a analyst
• automated cash flow forecasting
• real-time financial dashboards
FAQs
How often does Clockwork sync with my accounting data?
The platform performs a daily automatic sync with your accounting software. This ensures that your financial dashboard, forecasts, and 'Budget vs. Actual' reports are always based on the most recent data available.
What is Mira and how does it help with financial analysis?
Mira is an AI-powered FP&A analyst that provides intelligent insights and conversational data analysis. It can identify trends, send smart alerts about your finances, and allow you to query your financial models using natural language.
Does the platform support headcount and payroll planning?
Yes, the Predict and Ultimate plans include a Headcount Planner with payroll system integration. This allows you to model how new hires and salary changes will impact your cash flow and long-term financial projections.
Can I export my financial models to other formats?
Yes, Clockwork allows users to export their financial models to Excel. This is useful for further custom analysis or for sharing static reports with stakeholders who may not have access to the platform.
Is the tool secure for sensitive financial data?
Clockwork is SOC2 Type II compliant, which is a gold standard for security and data privacy. This certification ensures that the company follows strict protocols to protect your sensitive financial information.
Pricing Plans
Insight
USD199.00 / per month (billed annually)• 12-month financial projections
• 12-month cash flow forecast
• 18 Standard Metrics
• Daily automatic sync
• Budget vs. Actual variances
• 12 month Balance Sheet forecast
• Accounts Receivable/Payable management
• Export models to Excel
Predict
USD449.00 / per month (billed annually)• Mira AI Financial Analyst
• Headcount Planner
• Payroll Integration
• Advanced Metrics
• Advanced Forecasting
• Unlimited Scenario Planning
• Unlimited custom forecasting assumptions
• Priority support
Ultimate
USD799.00 / per month (billed annually)• Conversational AI-Native Analyst
• AI Financial Smart Alerts
• Consolidated Forecasting & Reporting
• Dedicated Clockwork Coach
• White-glove activation
• Product roadmap insight
• Access to experienced CFO
• Advanced Reporting
Job Opportunities
Senior Account Executive
Achieve CFO-level clarity with real-time financial forecasting, automated scenario modeling, and an AI analyst designed for modern business owners and CPAs.
Benefits:
Join as one of the first 25 employees
Work directly with the founder and leadership team
Competitive salary + equity
Shape your own role and career trajectory
Experience Requirements:
5–7 years of experience in a full-cycle SaaS sales role
Experience selling software to SMBs or accounting/finance teams is a huge plus
Other Requirements:
Natural closer who knows how to navigate finance buyers
Comfortable managing a high-velocity sales process
Entrepreneurial mindset
Strong communication, writing, and storytelling skills
Responsibilities:
Own and manage the full sales cycle from first touch to close
Convert highly qualified inbound leads
Help shape pricing, positioning, and messaging in real time
Collaborate directly with the founder, engineers, and customer success team
Identify and test outbound strategies alongside marketing
Show more details
Founding Account Executive
Achieve CFO-level clarity with real-time financial forecasting, automated scenario modeling, and an AI analyst designed for modern business owners and CPAs.
Benefits:
Join as one of the first 25 employees
Work directly with the founder and leadership team
Competitive salary + equity
Shape your own role and career trajectory
Experience Requirements:
3–5 years of experience in a full-cycle SaaS sales role
Experience selling software to SMBs or accounting/finance teams is a plus
Other Requirements:
Natural closer who knows how to navigate finance buyers
Comfortable managing a high-velocity sales process
Entrepreneurial mindset
Strong communication, writing, and storytelling skills
Responsibilities:
Own and manage the full sales cycle from first touch to close
Convert highly qualified inbound leads
Help shape pricing, positioning, and messaging in real time
Collaborate directly with the founder, engineers, and customer success team
Identify and test outbound strategies alongside marketing
Show more details
Part-Time Social Media & Podcast Marketer
Achieve CFO-level clarity with real-time financial forecasting, automated scenario modeling, and an AI analyst designed for modern business owners and CPAs.
Other Requirements:
Scrappy, creative, and data-curious marketer
Loves experimenting with formats
Design skills using tools like Canva or Figma
Responsibilities:
Plan and manage weekly social media calendar
Draft, design, and schedule posts
Manage two ongoing podcast shows
Break episodes into snackable social clips
Experiment with new formats on Instagram, TikTok, YouTube Shorts, or X
Show more details
Ratings & Reviews
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