Understanding and Using the Clockwork Platform
Navigating the Clockwork tools, customizing your forecasts, and much more
37 articles
Guides & FAQs
Product guides, billing and security answers, and how to reach the team
- How do trial extensions work?How to get more time on the 14-day free trial when you need it
- Can I try Clockwork without connecting my books?There is no sample sandbox, but you can import a spreadsheet or book a demo on your own numbers
- Does Clockwork use cash or accrual basis?Clockwork mirrors the accounting basis set in QuickBooks or Xero, and how to switch
- Customizing Your Forecast with AssumptionsLayer what you know about your plans on top of the baseline forecast
- How long setup takesWhat the first five minutes actually involve, what to have ready, and when white-glove onboarding is available
- Cancelling, changing plans and contract termsHow to cancel or change a business plan, how firm contracts and renewals work, and Clockwork's no-refund policy
- What Clockwork connects toSupported accounting systems and spreadsheet imports, what read-only access means, and what to do if you're on a different system
- Security and how we handle your dataClockwork's SOC 2 Type 2 certification, what access we take to your accounting data, and how that data is stored
- Talk to our team or book a demoHow to get a walkthrough on your own numbers, reach a human, or start a conversation about firm pricing
- Billing, Plans & PricingClockwork's business and firm plans, what's included at each tier, trial terms, and how to manage billing
- 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
- Why Isn't My Data Updating?Troubleshoot data that looks out of date, or assumptions that aren't flowing through to your forecast
- Login & Password HelpReset your password, fix "too many failed login attempts," and get back into your Clockwork account
- What alerts does Clockwork send and how do I set thresholds?The automated alert system: cash, variance, performance, and data alerts, who receives them, and how to set thresholds
- Mira InsightsHow Mira surfaces observations about what's changing in your numbers, where they appear, and how to act on them
- Importing Financial Data from Excel or CSVGet your Clockwork financial model up and running using an Excel or CSV file, no accounting software required
- What is Mira?Meet Mira, your AI-powered financial advisor inside Clockwork
- What is Clockwork?An introduction to Clockwork and what it does for your business
- Creating Your Account and Connecting Your DataGet started with Clockwork by creating your account and connecting your accounting software or importing from Excel
- 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
- How do I connect QuickBooks Online to Clockwork?How to connect your QuickBooks Online account to Clockwork
- How do I connect Xero to Clockwork?How 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
- How to plan headcount and payroll in ClockworkForecast 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
- How to build and share reports in ClockworkBuild and share financial reports directly from your live Clockwork data
- Clockwork SettingsA video walkthrough of the Settings area — with links to the written guides that cover the same ground
- Understanding Your Clockwork ScoreLearn how Clockwork incorporates cash, profitability, and revenue metrics to measure your business health
- Clockwork Champions ProgramPartner 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