Guides & FAQs
Product guides, billing and security answers, and how to reach the team
32 articles
- 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- Why Isn't My Data Updating?Troubleshoot data that looks out of date, or assumptions that aren't flowing through to your forecast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
- Smart AlertsThe 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
- Clockwork ReportingBuild and share financial reports directly from your live Clockwork data
- Metrics & DashboardTrack your key financial KPIs automatically — and build your own custom metrics
- Headcount PlannerForecast your team's financial impact — salaries, benefits, and payroll — and see it flow into your model automatically
- Scenario PlannerModel the financial impact of business decisions before you make them
- Cash Flow Forecast & Balance SheetUnderstand your cash position today and forecast where it's headed
- Financial Model OverviewUnderstand your historical and forecasted P&L in one place
- Connecting XeroHow to connect your Xero account to Clockwork
- Connecting QuickBooks OnlineHow to connect your QuickBooks Online account to Clockwork
- Adding Multiple Companies to Your AccountHow to add and manage multiple companies in your Clockwork account
- 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
- Navigating the Clockwork PlatformA quick orientation to Clockwork's navigation menu, key sections, and settings
- Asking Mira QuestionsHow to talk to Mira and get the most out of your AI financial advisor
- 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
- Other IntegrationsWhat to do if your accounting system isn't one Clockwork connects to directly
- 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