Navigating the Clockwork Platform
Clockwork is designed to be easy to get around. Here's a quick orientation so you know where everything lives.
The Navigation Menu
Everything in Clockwork is accessible from the Navigation Menu on the left side of the screen. You can collapse or expand it at any time by clicking the << button in the bottom left corner — useful if you want more screen real estate when reviewing your model.
The main sections you'll find in the navigation menu are:
Mira — Your AI financial advisor. Ask questions, get insights, and explore your financials in plain language.
Dashboard — A high-level snapshot of your business health, including key metrics and financial highlights.
Financial Model — Your full P&L with historical actuals and forward-looking forecasts. This is where you build and manage assumptions.
Cash Flow — Your cash flow forecast and balance sheet, updated automatically from your financial model and accounting data.
Headcount Planner — Plan and forecast employee-related expenses, including salaries, benefits, and payroll taxes.
Scenario Planner — Model the financial impact of different business decisions by creating and comparing multiple scenarios.
Metrics — Key performance indicators calculated from your financial data. Toggle on the metrics most relevant to your business.
Reporting — Build and share financial reports with your team, clients, or stakeholders.
Switching Between Companies
If you have multiple companies in your Clockwork account — common for accounting firms managing multiple clients — you can switch between them using the company selector at the top of the navigation menu. Everything you see in Clockwork is always in the context of the company currently selected.
Settings
Access your settings by clicking on your profile icon in the bottom left corner of the screen. From Settings, you can manage:
Profile — Your name, email, and password
Billing — Your plan and payment details
Users — Who has access to each company and at what permission level
Model Settings — Forecast time frames, fiscal year start, and other model configuration options
Connected Data — Your accounting integration, Custom Variables, and payroll data
Payroll Settings — Key payroll inputs if you're not using a payroll integration
Employee Benefits — Benefit packages (e.g. health insurance, 401K) that can be applied to headcount
Getting Help
The support chat icon is always available in the bottom right corner of your screen. Click it any time to reach the Clockwork support team or search the help center.
Need help? Reach out to our support chat in the bottom right of your screen any time.