Financial tools
Pulse Financial Tools: your finances at a glance.
Software to track your company's revenue, expenses and invoices. Optional at $149/year, available with each of our plans.
Everything is connected: dashboard and accountant
- Everything is connected to your ClicGlow dashboard: your numbers sit next to your company
- Everything is connected to your accountant: they see your transactions and invoices without file exchanges
- The result: less data entry, fewer back-and-forths, real time saved
What Pulse includes
- Financial dashboard
- Transaction tracking
- Revenue and expense tracking
- Invoice creation and management
- Financial reports
- Profit and loss overview
- Transaction categorization, where supported
What Pulse does not include
- Dedicated accountant (included in Business in a Box)
- Human bookkeeping
- Tax preparation or filing
- Audit services
For a dedicated accountant and bookkeeping, see the Business in a Box plan. For tax filings, see Tax & Compliance.
Explore Additional Options
An optional add-on, available with each of the three plans. Tick it if you want it.
Pulse Financial Tools
$149/yr
Your finances at a glance, connected to your dashboard and your accountant.
- Financial dashboard
- Transaction tracking
- Revenue and expense tracking
- Invoice creation and management
- Financial reports
- Profit and loss overview
- Transaction categorization, where supported
Good to know
- Pulse is a separate $149 yearly subscription, on top of your plan
- It is never added automatically: you choose it yourself
- It gives access to software; it does not replace an accountant or a tax advisor
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