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Margin Pulse

How it works

Connect once. Prove the cash. Stay current.

Getting started takes about half an hour of your time, spread across a few small tasks. After that it runs on its own, and a person checks the work before anything reaches your books.

The shape of it

Three phases, start to steady state.

  1. 01

    Connect, read-only

    Link your bank, credit cards, and loans, plus QuickBooks if you use it. We never move money and never touch your ledger without your say-so.

    About 10 minutes

  2. 02

    Prove the cash

    We match every dollar in and out against the actual statements, across every account and every location. You see where the books and the bank disagree.

    Same day

  3. 03

    Stay current

    It runs on its own from then on. A simple dashboard, and a plain-English summary of your month in your inbox.

    Every month, on time

What we need from you

Five things, all of them quick.

This is the entire list. Nothing else is asked of you, and none of it involves sharing a password.

  1. 01

    Fill out the onboarding form

    A short questionnaire about your vendors, invoice types, and how you like things categorized, so we understand your business from day one.

    About 15 minutes
  2. 02

    Grant QuickBooks access

    Add us as an Accountant user on your QuickBooks Online company file. No passwords shared, just an invite.

    About 2 minutes
  3. 03

    Log into your dashboard

    See your live portal and a preview of your reporting, with sample numbers clearly marked until your real data connects.

    About a minute
  4. 04

    Create your accounting inbox

    Set up a single email address for accounting. It becomes the front door for every invoice, in and out.

    About 5 minutes
  5. 05

    Point vendors and customers at it

    Tell everyone who bills you, and update your outgoing invoices, to use the new address going forward.

    Ongoing

What happens next

Then we take over.

Every invoice that lands in the inbox gets read, matched against your bank and credit card activity, and drafted as a QuickBooks entry. A bookkeeper reviews and approves everything before it posts, so nothing reaches your books unchecked.

  1. Week 1 to 2

    First proof-of-cash workbook

  2. Week 2 to 3

    Daily invoice automation live

  3. Ongoing

    Same-day cash and profit visibility

No obligation

Find out what you actually made last month.

Send us one month of bank and credit card statements. We will send back a completed proof of cash and your real profit for that month. No software to install, no contract, no obligation.

Start with one month

Or email us at admin@marginpulse.io