Replace your spreadsheet
model in days, not months
Your Excel model works until it doesn't. ClearBox gives you a structured, auditable forecast with team access, version control, and reports that don't require a manual rebuild every month.
14-day free trial · No credit card required
The spreadsheet model that owns you
One person understands it
The model lives in one person's head. They leave, and nobody knows which cells to update. Or why.
Month-end takes days
Download, format, paste, reconcile, reformat. The report-building process is the same manual grind every month.
No audit trail
Who changed the headcount in March? Why is the Q3 revenue assumption different from the board deck? Nobody knows.
| ACCOUNT | ACTUAL | FORECAST | VAR % |
|---|---|---|---|
| Revenue | 1,382,540 | 1,326,800 | +4.2% |
| Cost of Goods Sold | 673,890 | 682,400 | +1.2% |
| Gross Profit | 708,650 | 644,400 | +10.0% |
| Operating Expenses | 621,230 | 544,900 | −14.0% |
| Net Income | 87,420 | 99,500 | −12.1% |
Built for how finance teams actually work
Team Collaboration with Roles
Owner, editor, and viewer roles. The controller owns the model; the CFO reviews; the CEO has read-only access. Everyone sees the same data at the same time.
Draft / Committed Version Control
Work on a draft without changing the official plan. Commit when ready. Every committed change is timestamped — you always know who changed what and when.
Reports by Department or Segment
Filter any financial statement by dimension. Show the CFO the company view; show department heads only their numbers. Export is one click.
Learn about ReportsSchedules Replace Manual Calc
Depreciation, amortization, payroll, lease accounting — all computed automatically from the schedule item. No spreadsheet formulas to maintain.
Learn about SchedulesMonth-end in hours, not days
When actuals sync from QuickBooks, your reports update automatically. Variance analysis is ready the same day you close.
QBO Syncs Overnight
Actual balances from QBO update automatically. First day of the month, your actuals are already in.
Variance Report Is Ready
Actuals vs forecast variance is calculated automatically. Open the IS report and it's already there.
Export & Share
One-click Excel export. Send the CFO a formatted package. Or share a read-only link directly in ClearBox.
Replace your model in a week
14-day free trial. Connect QBO and you're forecasting the same day.