How long setup takes
Short answer: about five minutes to your first forecast, and there's nothing to install.
What the first five minutes involve
Create your account. No credit card, and the 14-day trial starts immediately.
Connect your data. QuickBooks Online connects in one click. QuickBooks Desktop and Xero connect from the same step. If you're not on any of them, choose the Excel option and we'll give you the import template.
Your forecast builds itself. Clockwork reads your general ledger and generates your financial model, cash flow forecast and metrics — typically about three minutes after connecting.
From there it stays current on its own. Clockwork re-reads your books as they change, so you're not rebuilding anything month to month.
What you don't need
No consultants, no IT specialists, no six-month implementation, no six-figure implementation budget, and no dedicated finance team. Standard setup is included at no charge.
What's worth having ready
Admin access to your QuickBooks or Xero account, so you can authorise the connection.
A rough sense of the questions you want answered first — runway, hiring plan, a specific scenario — so the first session is about your decisions rather than a tour.
White-glove onboarding
If you'd rather be walked through it, white-glove onboarding is available on Ultimate, firm and enterprise plans, priced on request. Firm plans from Growth upwards also include advisory coaching and a dedicated coach.
Would you rather we did the first one with you?
Any plan, any stage — book a time with our team and we'll build the first forecast on your own numbers together.