Skip the manual FP&A work.
Stay in control.
Turn your accounting data into professional forecasts, weekly cash flow, customized reports, and review-ready analysis — all in just minutes.
Leverage agentic AI to build assumptions, create report packages, and surface what matters — while every number stays tied to a model you can review, edit, audit, and export.
14-day free trial · No credit card required
From accounting data to finance decisions
ClearBox FPA connects the work that usually gets scattered across spreadsheets, reports, dashboards, and meeting notes.
Everything you need to plan with confidence
ClearBox Intelligence
Ask in plain English. Build assumptions, drivers, schedules, reports, and scenarios. Every change is queued for your review before it touches the model. Learn more.
Assumption-driven forecasts
Every number has a reason. Forecast bottom-up, top-down, or both — with structured assumptions tied to all three statements. Learn more.
Analysis
Drilldowns, slices, period comparisons, drivers, and KPIs. See what's driving results by account, department, product, or customer. Learn more.
Custom reports
Build board decks, client packages, and management dashboards with live financial widgets, charts, KPIs, and narratives — all tied to the same model. Learn more.
Weekly cash planning
Long-range forecast meets short-term cash visibility. Track receipts, payments, AR/AP aging, and runway week by week. Learn more.
QuickBooks integration
Connect Quickbooks online and your chart of accounts, actuals, and dimensions sync automatically. Not on QuickBooks? Import by CSV. Learn more.
Why ClearBox FPA is different
Most tools force a bad tradeoff. ClearBox FPA gives you AI productivity inside a controlled planning system you can inspect, edit, and defend.
Spreadsheets
- ×Flexible but fragile — breaks when someone edits the wrong cell
- ×Rollforwards are time-consuming and error-prone
- ×Impossible to maintain consistency across users and time
ClearBox FPA
- ✓AI drafts the work — you approve the logic
- ✓Assumptions stay traceable and auditable
- ✓From $89/month
AI Generators
- ×Fast to generate, hard to trust
- ×Black-box logic you can't inspect or defend
- ×Some are just linear regression with weighted seasonality, producing unrealistic forecasts
Built for the people who actually do the work
For finance teams
Spend less time on your model, and more time on your business.
For accountants and advisors
Increase your value-add without increasing your overhead.
For founders
Build investor-ready forecasts without a finance degree.
Free full-feature trial, no strings attached
14-day free trial. No credit card required.