Save time by importing your income and expense data from a CSV to your Pulse account.
Add one-time or recurring items to your cash flow and add line items for each payment or deposit.
Organize your income and expenses by account, category, company or project.
Accurately project future cash flow by adjusting previous payments.
See scheduled and past transactions for each income or expense item.
Attach files — like invoices or contracts — to individual income or expense items.
Monitor your cash flow by week, month or custom date range. Check your cash on hand at the beginning of each month and view each day’s incoming and outgoing funds.
Use Pulse to see the impact a new project, client or expense will have on your cash flow.
Easily export your cash flow data from Pulse to a CSV file.
Assign income and expense items to specific companies and projects.
Stay organized by creating categories for your income and expenses.
Keep your coworkers, partners and investors updated by giving them access to your Pulse account.
Use reports to visualize your cash flow over time.
Use category reports to see exactly where money is coming in – and where it’s going.
Compare each company’s income against its expenses.