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Margin Pulse

How Margin Pulse works

Your books live in six places. Margin Pulse puts them in one.

Connect the tools you already run your business on. Margin Pulse learns how your business keeps its books, then does the work automatically, with as much or as little sign-off from you as you want.

Step 1: Today

Manual work, scattered everywhere

  • QuickBooks ledger
  • Payroll provider
  • CRM & job tools
  • Bank & card statements
  • Month-end adjustments
  • Loans & depreciation
  • Spreadsheets

Every close is a scavenger hunt.

Copying numbers between systems, chasing receipts, and hoping the spreadsheet still ties out.

Step 2: Connect

Link the tools you already use

Secure connections. Nothing posts without your OK. Setup takes minutes, not months.

Accounting

  • QuickBooksOnline ledger

Email & receipts

  • GmailBills, receipts, invoices

Banks & credit cards

  • Plaid12,000+ institutions

CRM & job management

  • ServiceTitan
  • JobNimbus
  • Jobber

More, as you need them

Step 3: With Margin Pulse

Automatic, real-time, centralized

  • One source of truth for AP, AR, bank activity, and job profit.

  • Customizable to the max. Shaped around how your business actually runs.

The engine

Context Map

A living map of every system behind your books: AP, AR, expenses, payroll, loans, and more.

Pulse looks back through your history in every connected source, asks smart questions, and learns every corner of your bookkeeping. Then it takes action automatically, with only as much human approval as you decide is necessary.

QuickBooks, Gmail, Plaid, ServiceTitan, JobNimbus, and Jobber are trademarks of their respective owners and are shown to indicate supported connections. Other tools with an open API can be connected on request.

You decide how hands-on to be.

Every action Pulse takes is logged and reviewable. Start by approving everything, then let it run as trust builds.

  1. Approve all

    You sign off on each entry

  2. Approve exceptions

    Routine work runs on its own

  3. Hands-free

    Pulse closes the loop

See it on your own books

Know your numbers.

Book a walkthrough and we will show you Margin Pulse running on your own QuickBooks.

Book a walkthrough

Or reach us at admin@marginpulse.io or (704) 993-7393