Every business has a pulse - but spreadsheets and scattered tools make it hard to feel. Here's what business owners tell us:
"My clients call with urgent questions but I often don't have access to their business context."
No real-time data access for client questions
"By the time I see the problem in their books, it's already too late."
Delayed financials mean delayed advice
"Every client uses different systems - nothing talks to each other."
Fragmented data makes analysis painful
Pulse shows you what's coming - so you can proactively protect margins before problems hit.
Answer client questions in the meeting with confidence without waiting for month-end close.
Spot opportunities and risks early - provide proactive advice instead of reactive explanations.
Monitor all your clients from one place - identify who needs attention and when.
Ask questions about your clients' businesses and research problems quickly - be the strategic, proactive advisor they need.