--- description: Review of Clockwork Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Clockwork | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Business Budgeting Software](/directory/265/budgeting-forecasting-software/software) > [Clockwork](/software/254445/clockwork) # Clockwork Canonical: https://www.softwareadvice.co.nz/software/254445/clockwork Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/254445/clockwork?page=2) > Clockwork is AI FP\&A software for businesses running on QuickBooks Online, QuickBooks Desktop or Xero. Connect your general ledger in about five minutes — no templates, no chart-of-accounts mapping, no implementation call — and Clockwork automatically builds a weekly cash flow forecast, a three-statement financial model, scenarios, headcount plans and live dashboards from your actual transaction data. Mira, the built-in AI financial analyst, answers plain-English questions about your live numbers: why cash flow dropped in March, what happens if you delay a hire, which customer drives most of your revenue. Answers are sourced back to the underlying data. Core capabilities: 13-week and 12-month cash flow forecasting, balance sheet forecasting, scenario planning, a headcount planner with payroll integration, custom financial and non-financial metrics, smart alerts, and board-ready reporting with variance analysis. Built for small and midsize businesses, founders and fractional CFOs who need CFO-level financial planning without hiring a finance team, and for accounting and bookkeeping firms delivering advisory services at scale via wholesale plans with pooled client licenses and no per-seat fees. SOC 2 Type II compliant. Thomson Reuters FP\&A partner. Business plans start at $149/month with a 14-day free trial, no credit card required. Note on category: Clockwork is financial planning and analysis software, not sales forecasting software. It forecasts cash, revenue and the full three-statement model from accounting data — it is not a CRM pipeline or sales-quota tool. > > Verdict: Rated **4.9/5** by 12 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 12 Reviews | | Ease of Use | 5.0/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 4.9/5 | Based on overall reviews | | Features | 4.9/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: Clockwork - **Founded**: 2018 ## Commercial Context - **Starting Price**: US$599.00 - **Pricing model**: Flat Rate (Free Trial) - **Pricing Details**: Clockwork is billed per company, not per seat, with unlimited users on every plan. Annual billing saves 20% on every plan. Business plans: Predict is $599/month on annual billing ($749 month-to-month). Advance is $799/month on annual billing ($999 month-to-month). Ultimate is $1,199/month on annual billing ($1,499 month-to-month). Concierge starts at $30,000/year and adds access to a CFO, custom Mira workflows, white-glove implementation, and a dedicated Customer Success Manager. Every business plan includes a 14-day free trial, no credit card required. Accounting firm plans (wholesale, no per-seat fees): Start is $999/month on annual billing ($1,199 month-to-month) for up to 10 client files. Scale is $1,999/month on annual billing ($2,499 month-to-month) for up to 30 client files. Growth is $3,999/month on annual billing ($4,999 month-to-month) for up to 80 client files. Enterprise starts at $120,000/year for 100+ client files. QuickBooks Online, QuickBooks Desktop, Xero, Excel/CSV, and Google Sheets integrations are included on every plan. Standard setup takes about 5 minutes with no onboarding fees. - **Target Audience**: 11–50, 51–200 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Afghanistan, Albania, Andorra, Armenia, Australia, Austria, Azerbaijan, Bahrain, Bangladesh, Belarus, Belgium, Bhutan, Bosnia & Herzegovina, Brunei, Bulgaria, Cambodia, China, Croatia, Cyprus, Czechia and 84 more ## Features - "What If" Scenarios - Access Controls/Permissions - Accounting - Activity Dashboard - Ad hoc Reporting - Asset Lifecycle Management - Audit Trail - Budgeting/Forecasting - Cash Management - Chart of Accounts - Dashboard - Data Import/Export - Data Visualisation - Expense Management - Financial Reporting - Forecasting - General Ledger - Income & Balance Sheet - Investment Management - KPI Monitoring ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Business Budgeting Software](https://www.softwareadvice.co.nz/directory/265/budgeting-forecasting-software/software) ## Related Categories - [Business Budgeting Software](https://www.softwareadvice.co.nz/directory/265/budgeting-forecasting-software/software) - [Financial Reporting Software](https://www.softwareadvice.co.nz/directory/1904/financial-reporting/software) - [Business Performance Management Software](https://www.softwareadvice.co.nz/directory/4579/business-performance-management/software) - [Financial Management Software](https://www.softwareadvice.co.nz/directory/3401/financial-management-system/software) ## Alternatives 1. [Sage Intacct](https://www.softwareadvice.co.nz/software/1710/sage-intacct) — 4.3/5 (717 reviews) 2. [Adaptive from Workday](https://www.softwareadvice.co.nz/software/439417/workday-adaptive-planning) — 4.5/5 (235 reviews) 3. [Bob Finance](https://www.softwareadvice.co.nz/software/191104/mosaic) — 4.8/5 (58 reviews) 4. [Kepion](https://www.softwareadvice.co.nz/software/139021/kepion) — 4.5/5 (10 reviews) 5. [Plika](https://www.softwareadvice.co.nz/software/254151/plika) — 4.4/5 (36 reviews) ## Reviews ### "No Brainer Decision...buy it." — 5.0/5 > **John** | *25 September 2021* | Civic & Social Organisation | Recommendation rating: 10.0/10 > > **Pros**: The software saves minutes-hours of every time I want to forecast, plan, model depending on the complexity...so literally days back in my months. It is aesthetically and visually appealing. It UPDATES ON ITS OWN so I don't have to. Links directly with QBO and Xero. Oh and they are a tech company with actual humans behind them. They talk to you. They listen. They actually service their customers. > > **Cons**: Reaching here because I love it...the tech is great, the price is right, the ROI is there, the customer service is there...I don't know I'd like it more if they gave it away for free? Not sure that is a reasonable request though... > > 9/10 because no one is perfect. Implementation was seconds. I ask a lot of questions and like to talk to people and they picked up the phone to answer simple questions that frankly I could have figured out if I actually took the time to read their DIY articles...but they picked up anyways and were happy to help. The tool is sexy and intuitive and I use it to model my major business decisions like new hires, new purchases and impact on P\&L/cashflow...and it saves so much time/provides all the transparency. Love it so much I use it for my clients who I provide bookkeeping services to. ----- ### "Clockwork = Cash Flow" — 5.0/5 > **John** | *31 October 2020* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: Hands down the weekly cash flow projection is the best feature of Clockwork. It's hard to beat out the advanced assumptions and scenarios that can be run. Can't say enough amazing things about the service/support from Clockwork. Love this and out clients are loving the visibility and results > > **Cons**: I can't think of any cons about Clockwork at all. I feel they've covered their bases very well\! ----- ### "Quick and Simple" — 4.0/5 > **Katie** | *4 December 2020* | Accounting | Recommendation rating: 8.0/10 > > **Pros**: There is no setup required. You connect your accounting app and you're ready to starting planning. It is very intuitive and easy to pickup and learn what the features are in developing the plan. There is view only user access to give others access without having to worry about them playing around. It has the option for scenario planning although I haven't used that yet. > > **Cons**: It seems to be a bit buggy at times when trying to input an advanced calculation and when changing the formulas for inputs. My businesses are startup and so I was creating completely new forecasts instead of going off the trends. When changing the numbers from month to month I found it a bit difficult to reset an assumption or change it. You can't see a report or graph that shows yearly actual + forecasts. It requires a separate tool to see actual vs forecast performance. > > Clockwork is helping develop forecasts for next year and develops a cash forecast. This has been great to help see the potential for next year. ----- ### "Clockwork for financial analysis and business insights" — 5.0/5 > **Tatiana** | *29 October 2020* | Computer Software | Recommendation rating: 10.0/10 > > **Pros**: The interface of the platform is very intuitive and sleek. Permissions are easy to control, so we can have transparency across our team without allowing everyone to edit the data. The ability to scenario plan and edit forecasts is incredibly useful and saves us a lot of time from having to do this manually The dashboard is great for visualizing our cashflow and financial model. The charts available provide great insights and visibility into our financial performance, both past and projected. The tool automatically syncs with our Xero account, and updates all of the models and KPIs - something that's saved us a lot of time and effort, and has helped us make quicker decisions based on these up-to-date insights > > **Cons**: Initially we had some challenges syncing with our Xero account, but we contacted the Clockwork support team and they took care of the issue very quickly. We have not had the same issue since. > > We have been very happy with Clockwork as a supplement to Xero. We'd been searching for a tool that enables us to analyze our financials beyond Xero's capabilities, and Clockwork has filled that gap. With Clockwork we've been able to model scenarios and make business decisions in a way that we never could before, which has helped us immensely as a rapidly growing company ----- ### "Great Cash Flow and Financial Forecasting tool" — 5.0/5 > **Youness** | *2 November 2020* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: We've started using Clockwork.ai to get a better handle of the cash flow for one my clients and to help project future earnings and it has been revolutionary for us\! The business owners love it because it takes all of the data from Xero reports and puts it into a very appealing visual dashboard that is much easier to understand then looking at \#s on a spreadsheet, and me as the CPA love it because of how much time it saves in explaining where we are at and why the $ amount in our bank account isn't necessarily a good indicator of our financial health. > > **Cons**: To get full use of the tool there is a bit of a learning curve as there are many different functions and graphical displays that can be a bit overwhelming at first. That said once you get an understanding of what is being shown, it is very informative and useful ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/254445/clockwork?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/254445/clockwork) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data