Edit your forecast.
See the impact instantly.
Click any line in your financial statements and change the assumptions behind it. Income statement, balance sheet, and cash flow update in real time.
- Core assumptions live inside the financial statements
- Layer multiple assumptions on the same account
- AI can build or update any assumption from a plain-English request
- No-code formula builder for driver-based and account-linked assumptions
14-day free trial. No credit card required.
Real forecasting for real users
Designed by CFOs for the real workflows that matter.
Assumption capabilities
- Full control over assumption period
- Rich assumption method presets
- Powerful no-code formula builder
Forecast your way
- Bottom up, top down, or both
- Auto-balancing top-down adjustments
- Manual overrides without deleting underlying assumptions
Leverage your time
- Batch add/delete assumptions for multiple accounts at once
- Utilize Agentic AI to make sweeping or targeted changes in seconds
Model what drives your financials
Detailed schedules for your organization's key drivers
Employees
Model your entire workforce with the depth real payroll planning requires.
- Compensation structures, raises, and bonuses
- Employee roles with custom dimension splits
- Auto-assign tax and benefit rules, including caps
Fixed Assets
Model existing and future capital asset acquisitions and disposals. Automatically calculate depreciation expense, gains and losses on disposition, and cash flow impacts.
- Supports GAAP and tax depreciation methods
- Full control over general ledger account mapping
- Upload your existing depreciation schedule and ask the Agentic AI to create all of your assets
Loans and Leases
Model debt with auto-computed amortization tables. Principal, interest, and balance all flow into the right accounts. Model your operating and financing leases with ASC 842-compliant lease accounting.
- Model debt the way it exists in real life — interest-only periods, balloon payments, and rate adjustments
- Auto-generated amortization schedules
- ASC 842 lease accounting — operating vs. finance, ROU assets, and discount rate present value application
Contracts
ASC 606-compliant revenue recognition. Model deferred revenue, prepaid expenses, and multi-period contracts.
- Revenue and expense contract types
- Straight-line, usage-based, and milestone recognition
- Deferred revenue and prepaid tracking
Products and Services
Model product and services revenue line-by-line. Forecast units and price using forecast assumption methods.
- Units and price forecasts using growth rates, manual entry, or custom formulas.
- COGS by individual product or service using per-unit or percent-of-sales methodology
Accounts Receivable and Payable
Forecast receivables and payables balances based on expected payment terms.
- Set payment terms by revenue or expense account
- Override terms for a specific period
- Batch assign terms to multiple accounts at once
The model stops depending on one person remembering how it works
Most spreadsheet-based planning systems fail in the handoff: one person knows the logic, month-end turns into copy-paste cleanup, and every new scenario creates another fork.
ClearBox FPA is strongest when the team needs the model to keep working after the original builder steps away.
- Role-based access means finance, leadership, and advisors can work from the same source
- Full audit trail to trace every change
- Statement, schedule, and reporting outputs stay aligned as the plan changes
Less work.
More model.
See the full platform in context
Start with the connected model first. Add AI, schedules, and cash planning where they make the process faster.