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?
The number of companies you can add depends on your Clockwork plan. Reach out to our support team if you have questions about your current plan or need to add more capacity.
Need help? Reach out to our support chat in the bottom right of your screen any time.