Frequently Asked Questions

Do I need to change my bank or software accounting provider to use Pulse?
No, you don’t need to change anything about the way you operate, Pulse integrates with your existing bank and accounting software to provide you with useful information
What do I need to use Pulse?

The app is available on both iOS (Apple) and Android devices.

Pulse currently supports all banks that are part of the UK’s Open Banking Framework, the full list can be found here. Due to current Open Banking restrictions, Pulse is only available to businesses with an annual turnover of £6.5m or less.

Why are we doing a Beta?
We want to make a distinct and real impact on the way that business owners and decision makers operate their businesses on a day to day basis. We want to build with real businesses to ensure that we are solving real pain points. Your insight and experience will help us ensure that we deliver a product to the market that will directly benefit you and the way you manage your business finances
What is Pulse?

Pulse is a mobile application for business owners and decision-makers designed to help them build a better understanding of their business finances. Pulse gives an easy to understand overview of your company’s finances to help you understand your present, past and future performance.

Currently, we are focusing on helping you build an understanding of your invoices, see customer payment history and identify trends.

How does it work?

Pulse works by combining your bank account data with your cloud accounting data and applying machine learning (or AI), this is all done securely with bank-level security. Using these two data sources, the Pulse can spot trends and patterns in your data to forecast into the future helping you to make better informed financial decisions.

After signing up through your existing Bank and Cloud Accounting software, Pulse works in real-time, to monitor your financial health, no need for manual intervention.

Pulse works with all of the major UK banks and we currently support Xero, Quickbooks Online and Sage One accounting packages.

Who is it for?

Pulse is designed for business owners who want additional support in managing their finances to help them get back to doing what they love!

What do I need to use Pulse?

The app is available on both iOS (Apple) and Android devices.

Pulse currently supports all banks that are part of the UK’s Open Banking Framework, the full list can be found here. Due to current Open Banking restrictions, Pulse is only available to businesses with an annual turnover of £6.5m or less.

We currently support Xero, Quickbooks Online and Sage One accounting packages, we are looking to grow this list soon – if you’re not on one of these packages, sign-up and we will let you know when we support your software.

Do I need to change my bank or software accounting provider to use Pulse?

No, you don’t need to change anything about the way you operate, Pulse integrates with your existing bank and accounting software to provide you with useful information.

What is a Beta?

When building a new product, a Beta version of the app is made available to a number of users to use and ultimately test to see if it works.

Beta testing allows us to find any areas that we could tweak, but also work closely with people like you to ensure that as the product develops and more features are added, what we are building will actually directly benefits you.

Why should I get involved in the Beta?

Signing up for the Beta is your opportunity to get involved directly with the future of Pulse. It could be as simple as voting for the next features we develop through to submitting your ideas and feedback or taking part in user interviews – how much you get involved is up to you.

We want to work with a community of businesses to build a tool that meets their specific needs and lets them get back to doing what they love!

Why are we doing a Beta?

We want to make a distinct and real impact on the way that business owners and decision makers operate their businesses on a day to day basis. We want to build with real businesses to ensure that we are solving real pain points. Your insight and experience will help us ensure that we deliver a product to the market that will directly benefit you and the way you manage your business finances

What does being a Beta user involve?
Taking part in the Beta is simple; you will need to:

  • Review and agree with our Terms and Conditions
  • Download the app (see instructions below) Create an account and register
  • Connect your data sources (to do this, you will need to login to your Cloud Accounting and your Business Banking  software during the registration process)
  • Use the app 
  • Give feedback to the team! The team will be reaching out to you regularly with very short surveys (no longer than 10 minutes), you’ll have the opportunity to vote on features to help us prioritise, and you will also have the chance to join us, if you would like to, in face-to-face user testing sessions.

You will always be able to reach us at any time should you have any questions, suggestions or require any kind of support.

What’s in it for me?

You will be one of the very first users to try out the Pulse app. You will get exclusive, early access to the features as they are developed before we officially launch in 2020!

You will have the opportunity to directly influence how a product is built (to ensure it really does impact how you manage your business activities).

To say thank you for your inputs, you will also have free access to Pulse post-launch for 6 months.

How long will the Beta last?

The Closed Beta is live and will run until the end of 2019.

In 2020 we will be moving to an Open Beta which will be available to a larger number of businesses, and we hope that you’ll be there with us too!

What happens after the Beta?

We will launch Pulse publically and the app will be available to all businesses.

How do I download the app, it is not in the app store?

As a Beta, Pulse is not in the public Android or iOS app stores, once you sign up through our home page (just click sign up or join our beta), we will give you everything you need.

iOS: You will need to download TestFlight (available on the AppStore), once downloaded, you will have a link that will let you download Pulse.

Android: Once signed up, we will send you a specific link that will take you to the Google Play Store where you will be able to download the app.

What is TestFlight? How do I use it?

TestFlight is an Apple service that is used for the testing of mobile applications. The service is used to distribute applications to Beta testers, like yourself, before they are released to the Apps store. It is very simple to use and install and it is safe to use.

How do I use TestFlight
  1. Go to the iOS App Store on your phone.
  2. Tap the search icon at the bottom right of your screen
  3. Type TestFlight in the search bar
  4. Tap the get button to install TestFlight on your phone
  5. You are done with Installing Test Flight!
  6. Once signed up, you will receive a link to download Pulse using TestFlight
  7. Open the email on your phone and then click the View in TestFlight button. This will launch the TestFlight app.

Once the TestFlight app is launched, you will see the Pulse app and all you need to do is click the Install and the app will appear on your home screen just like any other app

How does Machine Learning work?

Machine learning works by taking your business data, splitting it into smaller, sizable chunks, and analysing it to understand the patterns and behaviours that have contributed to your financial health. This can include how late a specific customer usually pays, how you treat your suppliers, or even how much tax you have paid. Once the machine has ‘learnt’ enough, it is then ready to look further into your business to identify areas of concern (anomalies) and finally look forward – this is where the forecasting kicks in. The trick with machine learning is to have more data, so the more you use Pulse, the better the predictions will be.