One model.
Every number.
Forecast, actuals, variance, board reports — all connected. When one number changes, everything reflects it.
- Roll forward your forecast to the next month with a few clicks.
- Actuals sync from QuickBooks drafted for your review, every night
- Board reports pull directly from the same model as the forecast
- Full audit trail — every change tracked, every number defensible
14-day free trial. No credit card required.
One model. Every stakeholder served.
The controller builds and owns it. Everyone else gets exactly the view they need.
Own the model
- Driver-based assumptions with a full change history on every edit
- Named scenarios to run what-ifs without touching base assumptions
- Schedules for payroll, depreciation, leases, and debt — auto-computed
- Undo / redo on actuals and driver edits
- Batch add or delete assumptions across multiple accounts at once
Review and sign off
- Income statement, balance sheet, and cash flow always in sync
- Actuals vs. forecast variance ready the same day you close
- KPI dashboard with targets and red/green status
- Sensitivity analysis: every assumption ranked by impact
- Role-based access — review without risk of editing
See what they need
- Read-only access to live reports and dashboards
- Dimensional views by department, product line, or location
- Board PDF packages exported directly from the live model
- Ask the AI any question about the numbers in plain English
Month-end shouldn’t take three days of your week
The close sprint is the same every month: pull actuals from QuickBooks Online, paste into the model, reconcile the balance sheet, rebuild the variance report, reformat the board deck, repeat.
ClearBox FPA eliminates the assembly steps. When QuickBooks syncs, variance is calculated automatically. The board deck is already current. The cash position is already updated. You review the numbers instead of rebuilding them.
- Actuals vs. forecast variance calculated drafted for your review on close
- Report Builder exports pull from the live model — no manual refresh
- Cash planning updates as AR and AP come in from QuickBooks Online
Every part of the finance function, covered
A 3-statement model that stays current
Driver-based assumptions live inside the financial statements. Every schedule — payroll, depreciation, debt, leases, contracts — computes key financial outputs automatically. Change an assumption and your P&L, balance sheet, and cash flow update in real time.
Learn about Forecasting- Bottom-up or top-down, or both
- Employees with full compensation, benefits, and payroll tax rules
- Fixed assets with GAAP and tax depreciation methods
- Loans with interest-only periods, balloon payments, and rate adjustments
- ASC 842 lease accounting for operating and finance leases
- Multi-period contract recognition: straight-line, usage-based, and milestone
Variance analysis on day one. Rolling forecast always current.
Connect QuickBooks and variance vs. plan is ready the morning after the month closes. Roll the latest month’s actuals into your forecast in seconds. No manual export, no formula work.
Learn about Analysis- Roll the latest month’s actuals into your forecast seamlessly
- Actuals vs. forecast and actuals vs. prior year
- Drill into any line to see the assumption behind it
- Slice any statement by department, product, or any custom dimension
- Driver report tracks the operational metrics — headcount, units, rates — that feed the financials
The board package without the sprint
The Report Builder assembles multi-page PDF packages from the live model. Every financial table, chart, and KPI widget stays current. You write the commentary — not the numbers.
Learn about Reports- Drag-and-drop canvas layout with custom cover pages
- Any financial statement, chart, or KPI widget from the live model
- Text blocks for written narrative anywhere on the canvas
- Exports that reflect the current plan — no manual refresh
- Share directly or export as a formatted PDF
Know your cash position before anyone asks
AR and AP pulled from QuickBooks, mapped to a weekly cash forecast. Upcoming obligations, overdue items, and recommended payment schedules — visible without opening a bank feed.
Learn about Cash Planning- AR and AP balances synced from QuickBooks Online
- Weekly cash forecast with runway projection
- Recommended payment schedule based on due dates and cash position
- Recurring transactions set once and applied automatically
- Cash adjustments for items not captured in the operating forecast
Built for the way finance teams actually work
Lock a closed month and actuals replace the forecast for that period. Your rolling model stays current — no rebuild required.
Build assumption overrides against your base plan. Test a hiring surge, revenue miss, or rate change without touching the original.
Gross margin, EBITDA margin, DSO, current ratio, revenue growth, and more. Custom formula support for anything beyond that.
Slice any report by department, product line, location, or any dimension you define — up to 9 total.
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Connect QuickBooks Online. Close faster. Ship the deck.
14-day free trial. Live actuals on day one. The full FP&A stack from there.