PulseBI — Your FP&A Intelligence Layer on QuickBooks
Financial Intelligence. Right Inside Excel.
Introducing PulseBI
PulseBI is an Excel-based Financial Planning and Analysis (FP&A) intelligence solution designed to work with QuickBooks Online. It transforms financial information maintained in QuickBooks into structured, meaningful financial analysis, helping business owners and finance professionals understand business performance without having to manually build complex spreadsheets and reports.
Rather than replacing an accounting system, PulseBI works as an intelligence layer on top of QuickBooks, bringing financial reporting, performance analysis and planning capabilities together within Microsoft Excel.
Profit & Loss Intelligence
Monthly and yearly analysis of revenue, expenses and profitability, including MoM, YoY, YTD and Rolling 12-month views.
Balance Sheet Intelligence
Understand assets, liabilities, equity, liquidity, working capital and leverage.
Cash Flow Intelligence
Monitor cash generation and understand how operating and financial activities affect cash position.
KPIs & Ratios
Evaluate profitability, liquidity, working capital, leverage and efficiency.
Financial Planning & Forecasting
Support forward-looking financial decisions through budgeting and forecasting capabilities.
Designed for practical financial management
Move beyond reviewing statements and start understanding the trends, relationships and indicators that influence performance.