Accounting firm pilot
Turn client accounting into an FP&A service line.
ClearBox FPA builds forecasts, management reports, analysis, meeting prep, and cash plans from the QuickBooks data your firm already manages. Take 30 days to prove it across your own client book.
30-day firm pilot. Start immediately. No credit card required.
Built for advisory work
Built for the parts that push advisory work back into Excel.
Account groupings, assumption logic, cash timing, and client-ready reporting are where forecasting tools usually give up at month-end. They're the parts ClearBox FPA handles.
Statement mechanics are the engine's job
Manual overrides, retained earnings roll-forward, cash flow statement presentation, and balance sheet timing are handled by the forecast engine, not by workbook formulas you maintain.
Models stay flexible
Formula-based assumptions that can pull from any source, with custom period references and dynamic ranges, so you don't have to fall back to Excel at the first sign of complexity.
Reports stay connected
Client and board packages stay tied to the model, with firm templates, source overrides, PDFs, Excel outputs, and external inserts when the package needs them.
AI works inside the model
Agentic AI can investigate variances, suggest assumption changes, and draft reporting updates against the deterministic forecast, with each change reviewed before it affects the client model.
What your firm can offer during the pilot
Prove a service package your firm can repeat across clients: planning, reporting, analysis, meeting prep, and cash conversations from connected financial models.
Forecasting services
Build assumption-driven revenue, headcount, expense, balance sheet, and cash forecasts that update across statements.
Management reports
Deliver income statement, balance sheet, cash flow, trial balance, and driver views with actuals and forecast side by side.
Monthly analysis
Explain what changed, why it changed, and what it means for plan, margin, runway, and the next client decision.
Meeting prep
Turn financial evidence, review material, and prior follow-through into agendas, outcomes, action items, and follow-ups for stakeholder meetings.
Cash planning
Track AR, AP, payroll, loan payments, taxes, and cash obligations alongside the forecast instead of in a separate workbook.
Built for CAS teams serving multiple clients
Keep each client's model, actuals, forecast, and reports separate while your team runs the same advisory motion across engagements.
Clean client separation
Each client gets its own financial model, imports, and deliverables, so engagements do not bleed into one another.
Accounting data per client
Connect QuickBooks Online or import a trial balance for each client you pilot without disturbing your other work.
Deliverables clients recognize
Send forecast-backed reports and formatted Excel packages for owners, lenders, and operators who still want the spreadsheet.
Firm pricing
The full platform, priced per client
Every client workspace runs Premium with 3 operating entities included. The more clients your firm brings, the less each one costs.
3–4 clients
- Per client
- $105 /month
5–14 clients
- Per client
- $84 /month
15+ clients
- Per client
- $79 /month
Each workspace is its own monthly subscription. Operating entities beyond the 3 included are $49/month. Prices in USD.
With fewer than 3 clients, standard retail pricing applies.
Start with the 30-day firm pilot. When it ends, keep the client workspaces you want — billing starts then.
Pilot offer
Use 30 days to prove one repeatable FP&A package.
Use client books you already understand. Build the forecasts, produce the reporting, and test the client conversations before you price the rollout. If the pilot works, your firm ends it holding a package it can sell again.
Start 30-Day Firm Pilot- Start the same day
- Create the firm account, connect QuickBooks Online, and add the active clients you want to include.
- No credit card
- Nothing to cancel if the pilot doesn't earn a rollout.
- Full product
- Forecasting, reporting, analysis, meeting prep, and cash planning are all in the pilot.