Small & mid-sized business finance · CPAs and their clients
Financial Pulse AI
The heartbeat of your business.
Real-time financial visibility for SMBs and their accountants. Upload QBO exports, get instant dashboards, KPI tracking, what-if scenarios, and an AI chat that knows your numbers.
What it does
Built for the work, not the demo.
QBO Excel import
Drop in P&L, Balance Sheet, Cash Flow, and AR Aging exports — Pulse parses them and posts a full snapshot in seconds.
Customizable KPI dashboard
Pick the metrics that matter — gross margin, AR days, run-rate — set targets, and Pulse alerts when something drifts.
What-if scenarios
'What happens to runway if revenue slips 10% next quarter?' Build scenarios side-by-side without spreadsheet gymnastics.
AI chat that knows your numbers
Ask Pulse about your actual financials — 'how was March vs February margin?' — and get answers grounded in your data.
CPA + client workflow
Accountants upload and administer. Clients sign in to view dashboards and chat. Messaging keeps the back-and-forth in one place.
Multi-period analysis
Compare month, quarter, year-to-date, and trailing-twelve in one view. Spot the trend before it becomes the problem.
How it works
Three steps. No fuss.
CPAs upload exports
Drop QBO Excel exports into Pulse for each client. The parser handles the rest — no formula edits required.
Clients view dashboards
Each business owner gets a clean dashboard, customizable KPIs, and the AI chat — no accounting degree required.
Both sides message in-app
Quick questions, year-end requests, ad-hoc reports — all in the same place as the numbers they're about.
Get on the list
Reserve your spot.
Financial Pulse is in development with our first cohort of CPA partners. Drop your email and we'll reach out when we're ready for new clients.
We'll only use your email to reach out about Financial Pulse AI. No spam.
Questions
Good to know.
Does it connect to QuickBooks directly?
Today it's an Excel import — drop in the QBO exports and Pulse parses them. Direct QBO sync is on the near-term roadmap.
Is this for me or for my accountant?
Both. CPAs administer their book of business and upload data; clients sign in to a viewer with dashboards, KPIs, scenarios, and the chat.
What about Xero, FreshBooks, or Wave?
QBO is the first integration. Other accounting systems are on the roadmap — tell us what you use and we'll prioritize.
When can I get in?
Financial Pulse is in active development with a small cohort of CPA partners. Reserve a spot and we'll reach out as we open up to new firms.
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