Pulse | Cash Flow Management
Budgeting and forecasting software
Cash flow management software
Accounting & finance software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
Take the quiz to check if Pulse | Cash Flow Management and its alternatives fit your requirements.
$29 per month
Free Trial
Free version unavailable
Small
Medium
Large
- Accommodation and food services
- Arts, entertainment, and recreation
- Real estate and property management
What is Pulse | Cash Flow Management
Pulse | Cash Flow Management is a cloud-based cash flow planning and monitoring tool designed to help small and midsize businesses forecast cash position and track inflows and outflows. It typically connects to accounting systems to pull actuals and supports scenario planning to understand the impact of timing changes in receivables, payables, and expenses. The product focuses on short- to mid-term cash visibility rather than full enterprise planning and consolidation workflows.
Cash-focused forecasting workflows
The product centers its workflows on cash in/cash out timing, which aligns to day-to-day treasury needs for smaller finance teams. It supports forward-looking cash projections and what-if scenarios that are easier to operationalize than broader planning suites. This focus can reduce setup effort compared with multi-module planning platforms.
Accounting system connectivity
Pulse is commonly implemented with integrations to accounting platforms to import actual transactions and balances. This reduces manual data entry and helps keep forecasts aligned with the general ledger. It also enables variance review between forecast and actual cash movement.
Accessible for SMB finance teams
The product is positioned for organizations that need cash visibility without the overhead of enterprise performance management tooling. It is generally suitable for owners, controllers, and finance managers who want a single place to manage cash forecasts. The narrower scope can make it easier to adopt than platforms built for complex, multi-entity planning.
Limited enterprise planning breadth
Compared with broader budgeting and forecasting platforms, Pulse is typically not designed for end-to-end FP&A processes such as workforce planning, multi-department driver-based models, and complex approvals. Organizations needing integrated P&L, balance sheet, and cash flow planning may outgrow a cash-first tool. This can lead to parallel systems for budgeting versus cash management.
Less suited to complex consolidation
Cash management tools generally provide fewer capabilities for multi-entity consolidation, intercompany eliminations, and statutory reporting. If a company operates many entities, currencies, or requires formal consolidation controls, additional finance systems are usually required. This increases integration and governance effort.
Integration depth varies by stack
The usefulness of automated forecasting depends on the quality and coverage of integrations with the company’s accounting, banking, and billing systems. If key cash drivers sit outside supported connectors, teams may rely on CSV imports or manual adjustments. That can reduce timeliness and auditability of forecasts.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Basics | $29 per month | Pulse Basics: manage cash flow daily/weekly/monthly/yearly, forecast recurring income/expenses, multi-currency support, categorize transactions, run reports. |
| Small Business Plan | $59 per month | Everything in Basics, plus: manage cash flow across multiple financial accounts, invite investors/bookkeeper/management, QuickBooks Online integration, track actual vs projected cash flow. |
| Premium | $89 per month | Everything in Small Business, plus: unlimited financial accounts, currency conversion for localized reporting, attach invoices/contracts to entries for accountability and auditing. |
Seller details
Pulse (vendor information not confidently verifiable from provided product name alone)
