Adding Multiple Companies to Your Account
Whether you're an accounting firm managing multiple clients, or a business owner with more than one entity, Clockwork makes it easy to manage multiple companies under a single login.
Adding a new company
From anywhere in Clockwork, click the company name at the top of the navigation menu to open the company selector.
Click + Add Company.
Enter the company name and follow the prompts to connect your accounting software or import data from Excel. See Creating Your Account and Connecting Your Data for details on each connection method.
Each company you add gets its own independent Financial Model, Cash Flow Forecast, Metrics, and settings. Switching between companies is instant: just click the company selector and choose the one you want to view.
Managing access across companies
User access is managed at the company level, not the account level. That means you can invite different users to different companies, with different permission levels for each. This is especially useful for accounting firms who want to give their clients view-only access to their own company without exposing other clients' data.
To manage users for a specific company, navigate to that company and go to Settings → Users.
How many companies can I add?
Clockwork bills per company, so it depends on your plan.
Predict covers one company.
Advance covers up to 3 consolidated entities, so you can view them together as well as separately.
Ultimate covers unlimited entities.
Firm plans bundle client files: 10 on Start, 30 on Scale, 80 on Growth. Past your bundle you can add client files individually or move up a tier if that works out cheaper.
For current prices, see Billing, Plans & Pricing.
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