Offer FP&A services
without hiring analysts
Your clients want forward-looking financial insight. ClearBox lets you deliver it — without enterprise software, without manual Excel models, and without adding headcount.
14-day free trial · No credit card required
Your clients are asking for more than bookkeeping
"What does next year look like?"
Clients want forecasts. Excel models take days and break when someone changes the wrong cell.
"Can we run a few scenarios?"
Best case / worst case means rebuilding your model from scratch — or making a copy and praying.
"How are we tracking vs plan?"
Variance analysis means manually downloading QBO reports and reconciling them against last month's spreadsheet.
| TYPE | DESCRIPTION | AMOUNT | STATUS |
|---|---|---|---|
| Invoice | Customer Payment — Acme Corp | +$28,400 | Received |
| Payroll | Bi-weekly payroll run | −$57,000 | Processed |
| Bill | Cloud hosting — Feb 2026 | −$4,800 | Due Feb 28 |
| Loan | SBA loan payment | −$8,210 | Scheduled |
| Week 6 Net Cash | +$18,390 | Ready to close | |
Everything you need to offer FP&A services
Multi-Entity Management
Manage all your clients under one ClearBox account. Each client is a separate entity with its own forecast, accounts, and team. No data bleeds across clients.
QuickBooks Online, Per Client
Connect each client's QBO account separately. ClearBox syncs actuals daily — no manual exports, no copying balances into spreadsheets.
Client Access with Roles
Give clients viewer or editor access to their own entity. They see their data; they can't see other clients. You stay in control as the owner.
Excel Export for Client Delivery
Export any report to Excel with one click. Send clients a polished, formatted package. They don't need to log in if they prefer spreadsheets.
Treasury reporting your clients actually need
Most small businesses don't know where their cash went until the bank account is empty. ClearBox Treasury gives you a real-time cash picture every week — AR aging, AP due, transaction categorization, and week close.
- Weekly cash reconciliation with your client
- AR/AP aging to spot collection problems early
- Cash flow analysis that updates with your forecast
Start your first client forecast free
14-day free trial. Manage multiple clients from a single account.