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.
30-day firm pilot · 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.
Client downside case
Scenario adjustments
Services growth
May 2026 onward
8% → 4%
Operations hire
Start month
Jul → Oct
Collections
Expected timing
30d → 40d
Impact vs Base
FY 2026
Base forecast remains unchanged.
Everything you need to offer FP&A services
Connected accounting actuals
Bring each client's actuals in from QuickBooks Online or QuickBooks Desktop, review the accounting import, and use the same data for forecasting and reporting.
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.
13-week client outlook
Cash stays above reserve
Lowest balance
$246.8K
$21.8K above reserve
June 19 low point
Quarterly tax and payroll land in the same week.
($90.9K)
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.
Start your 30-day firm pilot
Prove the full workflow across your own client book. No credit card required.