---
title: "Clockwork Software Reviews, Demo & Pricing - 2026"
description: "Review of Clockwork Software: system overview, features, price and cost information. Get free demos and compare to similar programs."
source_url: "https://www.softwareadvice.com/sales-forecasting/clockwork-profile/"
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---

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Clockwork

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Overview

[Reviews](https://www.softwareadvice.com/erp/clockwork-profile/reviews/)[Alternatives](https://www.softwareadvice.com/erp/clockwork-profile/alternatives/)

# Clockwork Review

From $599-$3,999/month Free trial 6 plans

Wondering if Clockwork is right for your organization?

Our Budgeting Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   User Reviews
    

## Overview

Clockwork

4.9

[(12)](https://www.softwareadvice.com/erp/clockwork-profile/reviews/)

Pricing

Starting at $599.00 flat rate per month

### About Clockwork

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.

Do you work for Clockwork? [Manage this product listing](https://www.g2.com/products/clockwork-ai/claim_requests/new?auto=true)

Wondering if Clockwork is right for your organization?

Our Budgeting Software selection experts can help you in 15 minutes or less.

## Clockwork User Interface

## Popular Clockwork Alternatives

Main Product

Clockwork

4.9

[(12)](https://www.softwareadvice.com/erp/clockwork-profile/reviews/)

Ratings Breakdown

-   5.0Ease of use
-   4.91Value for money
-   5.0Customer support
-   4.92Functionality

Pricing

Starting at $599.00 per month

Get Price

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4.3

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Ratings Breakdown

-   4.20Ease of use
-   4.00Value for money
-   3.98Customer support
-   4.23Functionality

Pricing

Available upon request

Get Price

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Ratings Breakdown

-   4.20Ease of use
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-   4.44Customer support
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Pricing

Available upon request

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Ratings Breakdown

-   4.60Ease of use
-   4.56Value for money
-   4.95Customer support
-   4.53Functionality

Pricing

Available upon request

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4.4

[(36)](https://www.softwareadvice.com/accounting/plika-profile/#reviews)

Ratings Breakdown

-   4.56Ease of use
-   4.51Value for money
-   4.85Customer support
-   4.42Functionality

Pricing

Starting at $30.00 per month

Get Price

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[Kepion](https://www.softwareadvice.com/erp/kepion-profile/)

4.5

[(10)](https://www.softwareadvice.com/erp/kepion-profile/#reviews)

Ratings Breakdown

-   4.50Ease of use
-   4.44Value for money
-   4.88Customer support
-   4.30Functionality

Pricing

Starting at $1800.00 per year

Get Price

## Clockwork Pricing and Plans

Starting price: $599.00 per month

Free Trial

Free Version

Predict

$599.00

flat rate, per month

No plan information available

Advance

$799.00

flat rate, per month

No plan information available

Ultimate

$1,199.00

flat rate, per month

No plan information available

Firm Start

$999.00

flat rate, per month

No plan information available

Firm Scale

$1,999.00

flat rate, per month

No plan information available

Firm Growth

$3,999.00

flat rate, per month

No plan information available

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## Clockwork Features

-   Popular features found in Budgeting
    
    Cash Management
    
    Chart of Accounts
    
    Consolidation/Roll-Up
    
    Forecasting
    
    General Ledger
    
    Income & Balance Sheet
    
    Multi-Company
    
    Multi-Department/Project
    
    Profit/Loss Statement
    
    Strategic Planning
    
-   More features of Clockwork
    
    Access Controls/Permissions
    
    Accounting
    
    Activity Dashboard
    
    Ad hoc Reporting
    
    Asset Lifecycle Management
    
    Audit Trail
    
    Budgeting/Forecasting
    
    Dashboard
    
    Data Import/Export
    
    Data Visualization
    
    Expense Management
    
    Financial Reporting
    
    Investment Management
    
    Key Performance Indicators
    
    KPI Monitoring
    
    Multi-Currency
    
    Performance Metrics
    
    Predictive Analytics
    
    Projections
    
    Project Management
    
    Scenario Planning
    
    Scorecards
    
    Self-Service Reporting
    
    Version Control
    
    "What If" Scenarios
    

## Clockwork User Reviews

## Clockwork customer ratings

- Overall rating: 4.9/5
- Total reviews: 12

### Rating distribution

- 5 stars: 11 reviews (92%)
- 4 stars: 1 reviews (8%)
- 3 stars: 0 reviews (0%)
- 2 stars: 0 reviews (0%)
- 1 star: 0 reviews (0%)

### Secondary ratings

- Ease of use: 5/5
- Value for money: 4.9/5
- Customer support: 5/5
- Functionality: 4.9/5

---

### No Brainer Decision...buy it.

- Overall rating: 5/5
- Reviewer: John G.
- Verified reviewer: Yes
- Industry: Civic & Social Organization
- Company size: 11-50 employees
- Product usage: Used weekly for more than 2 years
- Reviewed: September 2021
- Review source details: This review was submitted organically. No incentive was offered

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.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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...

#### Reasons for choosing Clockwork

The look/feel of the software and the culture of the company.

#### Reasons for switching to Clockwork

Because building modeling spreadsheets makes my brain hurt. QBO/Xero tools are antiquated and overly simple as well as scary looking. Paying a third party to build models is too costly.

---

### Clockwork = Cash Flow

- Overall rating: 5/5
- Reviewer: John K.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 2-10 employees
- Product usage: Used daily for less than 6 months
- Reviewed: October 2020
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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!

#### Reasons for choosing Clockwork

Seemed cleaner, easier to use, and the support team understood cash flow from an accountant's position and from the end user position.

---

### Quick and Simple

- Overall rating: 4/5
- Reviewer: Katie S.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: Self-Employed
- Product usage: Used monthly for less than 6 months
- Reviewed: December 2020
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

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.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### 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.

#### Reasons for choosing Clockwork

In seeing Jirav it looked like a lot of set up. Clockwork was so simple to integrate and get started.

---

### Clockwork for financial analysis and business insights

- Overall rating: 5/5
- Reviewer: Tatiana K.
- Verified reviewer: Yes
- Industry: Computer Software
- Company size: 11-50 employees
- Product usage: Used weekly for less than 12 months
- Reviewed: October 2020
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

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

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

---

### Great Cash Flow and Financial Forecasting tool

- Overall rating: 5/5
- Reviewer: Youness S.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 2-10 employees
- Product usage: Used weekly for less than 6 months
- Reviewed: November 2020
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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

---

### An essential tool that is easy to use.

- Overall rating: 5/5
- Reviewer: Timothy L.
- Verified reviewer: Yes
- Industry: Information Technology and Services
- Company size: 51-200 employees
- Product usage: Used weekly for less than 12 months
- Reviewed: November 2020
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Clockwork has added some incredible insight into our cashflow and planning discussions that we would not have had otherwise. It's hard to imaging going back to an environment where we don't have these tools.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

The team at Clockwork is extremely knowledgeable and our implementation went very smoothly. The support team has been awesome to work with and we've benefited greatly from adding Clockwork into our planning and forecasting strategy.

#### Cons

In order to take full advantage of all that Clockwork has to offer we had to put a lot of extra effort into updating our QBO records and ensuring that they stay as up-to-date as possible.

---

### Time saver, accurate & easy to use

- Overall rating: 5/5
- Reviewer: Mathew C.
- Verified reviewer: Yes
- Industry: Marketing and Advertising
- Company size: 2-10 employees
- Product usage: Used weekly for less than 6 months
- Reviewed: November 2020
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Clockwork has been a game changer in helping us to quickly and accurately understand our cash flow and plan out what-if scenarios - especially across resourcing. Of all the cash flow platforms I've used/trialed this was the easiest to integrate and when I did have questions, the support team were responsive and incredibly helpful. It's now one of our core software solutions and is built into our processes. Would recommend 100%.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Ease of set-up & integration with QBO. Accuracy of cash flow forecasts Scenario planner has been incredibly helpful in terms of taking the guesswork out of resourcing Knowledgeable and responsive support

#### Cons

When I first started using Clockwork there were some additional insights I would have liked in terms of breaking down the level of detail in my P&L. However, they recently rolled out account grouping which means I can now break out and group different categories, which has been super helpful.

---

### Uniquely Easy to Setup and Use!

- Overall rating: 5/5
- Reviewer: Kurt J.
- Verified reviewer: Yes
- Industry: Venture Capital & Private Equity
- Company size: 2-10 employees
- Product usage: Used monthly for less than 2 years
- Reviewed: October 2020
- Review source details: This review was submitted organically. No incentive was offered

Software is great. Team is enthusiastic.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Amazingly simple set up. Literally thought it would take hours. it took minutes. The interface is great. Information is presented in ways that I can glean insights.

#### Cons

The software did not have any overarching defects or flaws. It is comprehensive and well thought out.

#### Reasons for choosing Clockwork

We didn't go through a long evaluation, rather, we compared what Clockwork was doing to what our internally developed spreadsheets were doing, and it was clear that we'd gain considerable accuracy and efficiency using Clockwork.

#### Reasons for switching to Clockwork

Needed to scale. Excel didn't connect to Quickbooks.

---

### Cash flow clarity

- Overall rating: 5/5
- Reviewer: Benjamin K.
- Verified reviewer: Yes
- Industry: Internet
- Company size: Self-Employed
- Product usage: Used weekly for less than 12 months
- Reviewed: October 2020
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Clockwork helps me better understand and predict how my cash balances will look through uncertainty and lumpy in-flows.

#### Cons

I needed to clean up my quickbooks instance to take full advantage (which isn't the software's fault)

---

### A Necessity

- Overall rating: 5/5
- Reviewer: Ramy H.
- Verified reviewer: Yes
- Industry: Financial Services
- Company size: Self-Employed
- Product usage: Used daily for less than 6 months
- Reviewed: October 2020
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

The ease of use and cash flow tracking make my day to day so much easier than it normally would be.

#### Cons

That I can't use this to manage the rest of my life instead of just finances and operations.

---

Showing 1 - 10 of 12 Reviews

[See All Reviews](https://www.softwareadvice.com/erp/clockwork-profile/reviews/)

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