What is Pulse?
Pulse is a specialized cash flow management tool that provides small businesses with the ability to monitor and forecast their financial health. It offers multiple views, including daily, weekly, monthly, and yearly perspectives, allowing users to track income and expenses with precision. The tool integrates with QuickBooks Online to sync data automatically, reducing errors and saving time.
With features like scenario testing, users can toggle entries on and off to see how different decisions impact cash flow. Pulse supports multiple currencies and provides visual reports that make it easy to understand cash movements. It is designed to be user-friendly, enabling businesses to manage cash flow without complex spreadsheets.
Features
- Multiple Cash Flow Views: Monitor cash flow on daily, weekly, monthly, or yearly transactional bases.
- Scenario Testing: Toggle income and expenses on and off to forecast different business scenarios.
- QuickBooks Online Integration: Sync with accounting software for accurate cash flow tracking.
- Currency Conversion: Support for multiple currencies with real-time exchange rates.
- Visual Reports: Easy-to-understand charts showing cash moving in and out of the business.
- Team Collaboration: Invite team members or investors with read-only access to reports.
- Customer and Project Tracking: Run cash flow reports on specific customers or projects to assess profitability.
Use Cases
- Forecasting cash flow for hiring decisions or project investments.
- Monitoring profitability of specific customers or projects.
- Testing financial scenarios to assess business risks.
- Managing cash flow across multiple currencies for international operations.
- Providing financial reports to investors or management teams.
- Streamlining cash flow management without using spreadsheets.
FAQs
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How does the 30-day free trial work?
You can use Pulse free for 30 days; after that, your credit card is charged unless you cancel before the trial ends. -
What types of payments does Pulse accept?
Pulse accepts Visa, Mastercard, Discover, and American Express for online payments. -
Can I cancel my Pulse account at any time?
Yes, you can cancel your account anytime through the billing page; only the account owner can do this. -
Does Pulse require a long-term contract?
No, there is no long-term contract; you only agree to the Terms of Service. -
What is a Financial Account in Pulse?
Financial Accounts group income and expense items for tracking or reporting, such as differentiating between bank accounts or companies.
