Understanding and Using the Clockwork Platform
Navigating the Clockwork tools, customizing your forecasts, and much more
29 articles
- 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- Why Isn't My Data Updating?Troubleshoot data that looks out of date, or assumptions that aren't flowing through to your forecast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