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Clockwork
AI-native FP&A platform with firm plans that build a 5-year model, 52-week cash forecast and dashboards for every advisory client from the ledger.
| What the AI does | Clockwork's AI builds the 5-year three-statement model, 52-week cash flow forecast and dashboards from the ledger; Mira, the AI FP&A analyst, answers questions from the forecast and runs weekly client briefings on firm plans; Smart Alerts |
|---|---|
| Who it serves | Small CPA firms, CAS practices, Bookkeeping practices |
| Starting price | $999/mo (Start firm plan, annual; $1,199 billed monthly); businesses from $599/mo |
| Pricing model | Per month flat (firm plans) |
| Free trial | Yes |
| Best fit | Small firm, Mid-size firm |
| Category | Advisory, Forecasting & Cash-Flow Reporting |
| Works with | QuickBooks Online, Xero, Gusto |
| SOC 2 | Stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Clockwork is listed as a fit for small and mid-size firms, and the vendor names small CPA firms, CAS practices and bookkeeping practices on its own site. The job it gets hired for: turning client books into reports, forecasts and advice the firm can charge for.
What it costs
Clockwork starts at $999/mo (Start firm plan, annual; $1,199 billed monthly); businesses from $599/mo, per month flat (firm plans). There is a free trial.
Good to know
Clockwork is an AI-native FP&A platform with firm plans built for advisory practices: for every client it builds a 5-year three-statement model, a 52-week cash-flow forecast and dashboards straight from QuickBooks Online, Xero and Gusto, and Mira, the AI analyst, answers questions from the forecast in plain English and runs weekly client briefings on the higher tiers. Firm plans are priced on functionality rather than client count — Start $999/mo (annual; $1,199 monthly), Scale $1,999/mo with white-label reporting, Growth $3,999/mo with a client portal and unlimited entities — with unlimited users and a free trial; SOC 2 is posted.
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