Understanding and Using the Clockwork Platform
Navigating the Clockwork tools, customizing your forecasts, and much more
29 articles
Custom VariablesCreate Custom Variables that can be used in customizing your forecast and creating Custom Metrics
Updating DataAutomatic and manual updates in Clockwork
Asking Mira QuestionsHow to talk to Mira and get the most out of your AI financial advisor
Navigating the Clockwork PlatformA quick orientation to Clockwork's navigation menu, key sections, and settings
Adding Multiple Companies to Your AccountHow to add and manage multiple companies in your Clockwork account
Connecting QuickBooks OnlineHow to connect your QuickBooks Online account to Clockwork
Connecting XeroHow to connect your Xero account to Clockwork
Financial Model OverviewUnderstand your historical and forecasted P&L in one place
Cash Flow Forecast & Balance SheetUnderstand your cash position today and forecast where it's headed
Scenario PlannerModel the financial impact of business decisions before you make them
Headcount PlannerForecast your team's financial impact — salaries, benefits, and payroll — and see it flow into your model automatically
Metrics & DashboardTrack your key financial KPIs automatically — and build your own custom metrics
Clockwork ReportingBuild and share financial reports directly from your live Clockwork data
Importing Financial Data from Excel or CSVGet your Clockwork financial model up and running using an Excel or CSV file — no accounting software required
Mira Insights & AlertsHow Mira proactively surfaces insights and flags important changes in your financial data
Smart AlertsAutomated alerts that notify you when something important changes in your financial data
Login & Password HelpReset your password, fix "too many failed login attempts," and get back into your Clockwork account
Why Isn't My Data Updating?Troubleshoot data that looks out of date, or assumptions that aren't flowing through to your forecast
Why does an account appear under a different category?Clockwork mirrors your general ledger exactly — here's what to do if an account looks like it's in the wrong category
Billing, Plans & PricingHow Clockwork pricing works, what's included, and how to manage your subscription and billing
Creating Your Account and Connecting Your DataGet started with Clockwork by creating your account and connecting your accounting software or importing from Excel
What is Clockwork?An introduction to Clockwork and what it does for your business
What is Mira?Meet Mira, your AI-powered financial advisor inside Clockwork
Clockwork Settings
Understanding Your Clockwork ScoreLearn how Clockwork incorporates cash, profitability, and revenue metrics to measure your business health
Other IntegrationsConnecting other data sources to Clockwork
Clockwork Champions Program 🏆Partner with Clockwork to get exclusive discounts, coaching, co-marketing, and more
Can I Change My Fiscal Year?Change your fiscal year in Clockwork so it reflects your company
How the baseline forecasts are calculatedExplaining the automatic forecasts in your Clockwork account