Offer FP&A services
with your current team
Your clients want forward-looking financial insight. ClearBox FPA 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 to roll forward 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?"
Forecast variance analysis means manually downloading reports and reconciling them against last month's spreadsheet.
Everything you need to offer FP&A services
Integrated forecasting
Purpose-built for seamless monthly forecast rollforwards. Report on actual results vs. previous forecast version, current annual forecast vs. the budget, and more.
Weekly cash flow planning
Short-term cash flow management that doesn't rely on a complex monthly forecast. Provide payment recommendations to your clients with confidence.
Deliverables that deliver
Export any forecast to Excel with one click. Send clients a polished, formatted PDF reporting package. Create reporting templates for your firm library with branded firm colors.
Flexible billing structure
You can own the client workspace under your firm console and include the cost in your monthly invoice to your client. Or have the client sign up their own organization, and invite you as an accounting firm user at no extra cost.
Cash planning your clients actually need
Most small businesses do not know where their cash went until the bank account is empty. ClearBox FPA's weekly cash planning gives you a real-time cash picture every week — AR and AP open balances, transaction categorization and proposed bill payments.
Start your first client forecast free
14-day free trial. Use firm access across separate client organizations.