Features
Pulse is a finance dashboard service specifically designed for agencies, to give founders and other leaders total clarity of their numbers: past, present and future.
Instant snapshot
Get an instant live view of your current month’s forecast based on the latest data, and review the previous and next months.
Key metrics
See at a glance if your agency’s key metrics are on target, with straightforward traffic light reporting.
Pipeline tracking
Capture and track potential jobs (either automatically from your CRM or manually) to feed into your forecasts.
Performance review
See your real past performance, with revenue correctly recognised and accounting quirks properly handled.
Financial forecast
Get a clear month-by-month view of the future incorporating confirmed and pipeline work, plus targets.
Cashflow forecast
See where your cash balance is headed, with multiple scenarios for confidence and early warnings of any trouble ahead.
App integrations
Pulse links to Xero, Quickbooks, Hubspot, PipeDrive and others, so that data is always up-to-date
Intelligent automation
Data is updated automatically in the background, meaning you can say goodbye to manual spreadsheets
Human expertise
All plans include oversight and management from Pulse creator and agency advisor, Paul Muggeridge-Breene