Case Study: Subvert Marketing Inc.

Subvert Marketing is a web and software design company that serves enterprise-level clients.

Tell us about yourself and your business.

Subvert builds software and websites for clients in Northern Canada. We concentrate on the enterprise sector, serving mostly government and large corporations who need specialists to implement their complex technology or digital marketing plans.

Why did you start using Pulse?

There was a lack of awareness about where our money was being spent and where it was coming from, month to month. When you're balancing many different projects, some that last multiple years, it's easy to be lulled into a situation where you just keep generating income and spending it in the same way you've always done.

Pulse grants me peace of mind when I need it most.

That's a dangerous position to get into because all of sudden, the rug from one project (or several) can get pulled out from underneath your feet and you're left scrambling to find work to cover up the hole. With Pulse, we're able to know where our receivables are at and when they will come in. If payment doesn't arrive as expected - which as anyone in consulting services knows, happens quite often - we can be prepared with other revenue plans. Being able to know what our expenses are going to be three months down the road, also helps us sleep at night.

Describe how you use Pulse and how it fits within your accounting workflow.

I log into our Pulse account about once a week to see where things are at and make any necessary changes. Pulse is complementary to our invoice and time tracking system because it gives me the high-level details, whereas the other system is more granular. You need both views to make informed decisions.

Pulse is worth every penny because it empowers business owners with critical financial insight and knowledge.

What do you like most about Pulse?

I like its flexibility, speed and accessibility. I can get to the numbers that matter most, quickly and easily from any computer, even my iPhone. Plus, it's fun to use. Much more fun than our previous solution, Microsoft Excel.

How has Pulse helped your business?

Pulse grants me peace of mind when I need it most. If we're feeling panicked about a situation or don't have a good handle on where things are financially, I can go to Pulse and know exactly what we need to do.

Is there anything else you'd like to add?

I've been using Pulse since it first came out (as the One Month App). When the option arrived to pay for an account, I ponied up for a subscription right away. Pulse is worth every penny because it empowers business owners with critical financial insight and knowledge.

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