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.

Start 30-Day Firm Pilot See What's in the Pilot

30-day firm pilot. Begin with one client. 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 QuickBooks Desktop, 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.

Intuit and QuickBooks are registered trademarks of Intuit Inc. Used with permission.

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 with one client
Create the firm account, connect QuickBooks Online or QuickBooks Desktop, 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.