FOR ACCOUNTANTS

Empower your clients with data driven advice

Improve client relationships, identify opportunities for them, and create tailored financial strategies through our intuitive real-time platform.

Features

What Pulse offers

PROCESS

How it works

From signing up to linking your financial data, getting started with Pulse is quick and easy. Just follow the three simple steps below to begin!

STEP 1

Join Pulse using our quick and easy registration process

STEP 2

Invite your clients and get your portfolio set up in a few clicks

STEP 3

Guide your clients to seamlessly connect their bank accounts and accounting software

STEP 4

Access your complete client portfolio and see real-time updates from the moment you log in

STEP 5

View business goals set by your clients and track their progress to provide expert guidance

Ensuring the highest standards of information security.

ISO27001 Certified

Pulse has consistently adhered to the dynamic industry best practices and has been officially certified under the ISO/IEC 27001:2022 standard for Information Security Management Systems (ISMS).

Security at the core

Every device and user in the Pulse network benefits from enhanced protection through Microsoft Entra ID, guaranteeing the security of your digital identity at all turns.

Partner ecosystemPartner ecosystem

Who we work with

At the heart of Pulse, we work with some of the market-leading technology and service providers to deliver the best product capabilities and solutions for SMEs.

Whether you're looking to streamline operations, enhance your marketing strategies, or explore new financial technologies, our marketplace is your gateway to a world of expertise.

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