FP&A for small and mid-sized businesses

Budgeting and reporting
without the spreadsheet mess

Pulse brings your financial planning into one platform. Upload your existing data, build your budget, and give every department a structured way to contribute.

What Pulse does

Everything your finance team needs in one place

Built for businesses that have outgrown spreadsheets but don't need enterprise-level complexity.

Import your existing data

Upload Excel files and let Pulse read the structure. Accounts, periods, and departments are created automatically — no rebuild needed.

Interactive financial reports

P&L, Balance Sheet, and Cash Flow with live filters. Slice by department, period, or scenario without touching the report layout.

Budget planning

Build budgets against prior-year actuals. Spread values evenly, keep ratios, or apply percentage uplifts across selected accounts.

Distributed budgeting

Give department heads their own input forms. They see only their area — central finance tracks everything in real time before formal submission.

Assumption sheets

Import existing Excel models and link them directly to budget lines — no more separate files floating outside the planning system.

Role-based access

Control who sees what, down to the department and account level. Each user works only within what they're authorised for.

How it works

From spreadsheet to structured plan

Most teams are up and running within days, not months.

01

Import

Upload existing Excel files. AI reads the structure and creates your model dimensions automatically.

02

Report

Analyse P&L, Balance Sheet, and Cash Flow. Filter and pivot across any period, department, or scenario.

03

Plan

Build budgets centrally or distribute input forms to department heads. Reference prior actuals alongside every entry.

04

Submit

Budget holders submit for review. Central finance tracks, approves, and monitors the whole process live.

Who it's for

Built for finance teams running growing businesses

Finance managers doing it all

You're running reporting, building the budget, chasing department heads for numbers, and juggling too many Excel files. Pulse puts all of it in one place.

  • No more version-control headaches
  • Real-time visibility of what departments are submitting
  • Reports that update when the data does

Business owners who need visibility

You want to understand the numbers — by department, by month, by scenario — without needing to rebuild a report to get there.

  • Actual vs budget at a glance
  • Variance analysis without rebuilding reports
  • Scenario planning when conditions change

See what Pulse can do for your business

We'll walk you through the platform using your own financial structure — no canned demo, no pressure.

Book a call with our team