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Clockwork

Claimed Editor reviewed

Financial forecasting for QuickBooks and Xero businesses and their advisors.

From $599/mo, free trialVisit Website
Reviews on G2
46 reviews tracked

The Bottom Line

Price
From $599/mo, free trial. Compare plans

Key facts

  • AI-native, Excel-free FP&A platform for financial forecasting and cash flow management.
  • Integrates with QuickBooks and Xero for quick setup and real-time financial insights.
  • Offers an AI analyst, smart alerts, and secure data handling with SOC 2 Type II certification.

Pros

  • 52-week weekly cash flow forecast
  • 5-year three-statement financial model
  • Mira, an AI FP&A analyst
  • Multi-entity consolidation
  • No implementation, first forecast in about five minutes

Cons

  • Built for QuickBooks and Xero users
  • More than you need for simple historical reporting
  • No free plan, 14-day free trial only
  • Firm plans start with a sales conversation
  • Excel or CSV import needed for other ledgers

What is Clockwork?

Editorial review
Clockwork is AI financial forecasting software for businesses that use QuickBooks, Xero, or Excel, and the accounting firms that advise them. Connect your books and Clockwork builds a 52-week cash flow forecast and a 5-year financial model in about five minutes, with no implementation and no account mapping. Run what-if scenarios before you hire, raise prices, borrow, or open a new location, and get answers from Mira, Clockwork's AI FP&A analyst. Clockwork was built by a former outsourced CFO for owners without a finance team and for firms delivering advisory services. Business plans start at paid tiers on annual billing with a 14-day free trial, no credit card required. Accounting firm plans start with a sales conversation. Users are unlimited on every plan. Clockwork is SOC 2 Type II compliant.

Available on: Web

Ratings Across the Web

4.9 (46 reviews)

Clockwork holds an aggregate rating of 4.9 out of 5 from 46 reviews across G2, last checked September 17, 2026.

Ratings aggregated from independent review platforms. Learn more

Key Features

  • Cash flow forecasting
  • Runway modeling
  • Scenario planning
  • Hiring plans
  • Board reporting
  • QuickBooks and Xero integration

Pricing Plans

14-day Free Trial

Pricing checked Oct 2, 2026

Clockwork plans and prices, checked October 2026
PlanPriceDetails
Predict

$599/month

For growing businesses. $749 month-to-month

  • 5-year model and 52-week cash flow forecast
  • Mira, your AI financial analyst
  • Headcount planner with payroll integration
+1 more
  • Unlimited scenario planning
Advance

$799/month

For businesses with a few entities. $999 month-to-month

  • Everything in Predict
  • Consolidation for up to 3 entities
  • Board-ready report templates
+1 more
  • Smart Alerts in Slack and Teams
Ultimate

$1,199/month

For multi-entity businesses. $1,499 month-to-month

  • Everything in Advance
  • Unlimited consolidated entities
  • Custom chart of accounts and roll-ups
+1 more
  • Champions Console with class-level permissions

Is Clockwork worth the price?

Good value

Clockwork's pricing is fair for SMBs that need AI-powered financial forecasting, with the Predict tier at $599/month offering strong value for single-entity businesses.

However, the jumps to $799 and $1,199/month are steep for consolidation and alerts, especially compared to flat-rate planning tools. Best for QuickBooks/Xero users who already pay for accounting and want native forecast automation.

Full Clockwork pricing: every plan, hidden costs and alternatives

Reviews

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4.9/5

Across 46 verified user reviews on G2

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Clockwork FAQ

How does Clockwork help businesses with financial planning?

Clockwork provides an AI-native, Excel-free platform for Financial Planning & Analysis (FP&A), offering real-time financial insights and forecasting. It automates traditional spreadsheet-based processes, allowing businesses to manage cash flow and projections efficiently.

Which teams benefit most from using Clockwork?

Clockwork is suitable for accounting firms aiming to reduce time spent on spreadsheets and small to medium-sized businesses (SMBs) requiring quick and accurate financial projections. It helps these teams achieve a single source of truth for their financials, enabling better decision-making.

How does Clockwork compare to Fathom or Reach Reporting?

Fathom and Reach are reporting tools that show what already happened, with limited spreadsheet-style forecasting. Clockwork builds the complete financial picture, including a weekly cash flow forecast and a full 5-year model, so you can see what each decision will do before you make it. If a firm only needs simple reports, a reporting tool may be the better fit.

What kind of limitations should users be aware of with Clockwork?

Clockwork connects to QuickBooks Online, QuickBooks Desktop, and Xero, with Excel and CSV import for other systems. It is a forecasting platform, so teams that only need historical reporting may not use most of it. There is no free plan; business plans include a 14-day free trial.

How is Clockwork priced?

Business plans start with Predict at $599/month on annual billing ($749 month-to-month). Advance is $799/month and Ultimate is $1,199/month on annual billing. Concierge starts at $30,000/year. Accounting firm plans start at $999/month. Every business plan includes a 14-day free trial with no credit card required, and users are unlimited on every plan.

Can Clockwork integrate with existing accounting software?

Yes, Clockwork integrates directly with popular accounting software such as QuickBooks and Xero. This allows users to begin forecasting and managing cash flow rapidly, without the need for complex implementation or account mapping.

Does Clockwork provide security for financial data?

Clockwork is SOC 2 Type II certified, ensuring high standards for the security, availability, processing integrity, confidentiality, and privacy of user financial data. This certification confirms its commitment to protecting sensitive information.

Source: clockwork.ai

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