Pulse
Pulse is a web tool for managing and projecting small-business cash flow.
What Pulse is
Pulse is a web tool for managing and projecting small-business cash flow. Users enter one-time or recurring income and expenses, adjust past transactions, and switch items on or off to model changes to the bottom line. Weekly, monthly, and custom date-range views can group cash flow by category, customer, or project. QuickBooks Online integration syncs transactions and compares actual cash flow with projections. Collaborators can manage cash flow, while investors can receive read-only access to projections. Transactions can include proposals, invoices, and contracts as attachments, and data can be exported to CSV. Pulse is aimed at agencies, service providers, restaurants, manufacturers, retailers, contractors, and freelancers. It does not synchronize with banks. New accounts can try any plan for 30 days, but there is no free plan. Monthly pricing starts with Pulse Basics at 29.00 USD for one financial account, followed by 59.00 USD for five and 89.00 USD for unlimited accounts.
Good
- One-time and recurring transaction planning
- Scenario toggles show bottom-line effects
- QuickBooks Online comparison
- Collaborator and investor access
- 30-day trial on any plan
Watch out
- No free plan
- Does not synchronize with banks
- Trial unavailable for existing upgraded accounts
Who it suits
Pulse suits small businesses that need manual cash-flow projections, scenario planning, and collaborative access. It fits organizations using QuickBooks Online rather than bank synchronization.
Verdict
Pulse focuses on projected cash position, inflow and outflow planning, and shared visibility. Its account-based monthly plans and lack of bank synchronization should guide fit decisions.
Plans and prices
From Pulse's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Pulse Basics | $29 a month | Daily, weekly, monthly, or yearly cash flow · recurring income and expenses · any currency · categorize transactions and reports · scenario toggles · $29 per month |
| Small Business Plan | $59 a month | Pulse Basics · multiple financial accounts · invite investors, bookkeeper, or management team · QuickBooks Online integration · actual and projected cash flow · $59 per month |
| Unlock Extra Features | $89 a month | All features · unlimited financial accounts · currency conversion · attach invoices or contracts to entries · $89 per month |
The facts
Each one read from Pulse's own pages, with the date it was checked.
What it does
- Accounting integration
- The QuickBooks Online integration syncs transactions and lets users compare actual cash flow with projections.checked 7 Oct 2026
- Collaboration
- Users can invite collaborators to manage cash flow and give investors read-only access to projections.checked 7 Oct 2026
- File attachments and export
- Users can attach proposals, invoices, and contracts to transactions and export cash flow data to CSV.checked 7 Oct 2026
- Forecasting
- Users can add one-time or recurring income and expenses and adjust past transactions.checked 7 Oct 2026
- Intended users
- Pulse says it is designed for small businesses, including agencies, service providers, restaurants, manufacturers, retailers, contractors, and freelancers.checked 7 Oct 2026
- Privacy and security
- Pulse's privacy policy says it uses industry-standard security measures, does not sell customer data, and customers retain rights to their data.checked 7 Oct 2026
- Purpose
- Pulse is an online tool for managing and projecting small-business cash flow.checked 7 Oct 2026
- Support
- Pulse's help center offers searchable answers, getting-started material, tutorials, FAQs, and billing guidance, and says users can get help from its team.checked 7 Oct 2026
- Views and reports
- Pulse supports weekly, monthly, or custom date-range views and lets users group cash flow by category, customer, or project.checked 7 Oct 2026
Money
- Billing and cancellation
- The pricing page says there is no long-term contract and account owners can cancel at any time through the billing page.checked 7 Oct 2026
- Trial and eligibility
- New accounts can try any plan free for 30 days; existing accounts upgraded to another plan are not eligible for another trial.checked 7 Oct 2026
The company
- Headquarters
- Memphis, Tennessee, United Stateschecked 28 Sep 2026
Where it runs
- Scenarios
- Users can toggle income and expenses on and off to see how changes affect the bottom line.checked 7 Oct 2026
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