Every client gets a morning pulse. Nothing sends until you approve it.
BookPulse is a daily client financial pulse for solo bookkeepers and small firms. Each morning it pulls cash, overdue invoices, and yesterday's sales from QuickBooks, drafts a plain-English WhatsApp update per client, flags urgent cases, and waits. You review, approve, and only then does anything go out — with a full audit trail per client.
$750 fixed BookPulse Pilot — one bookkeeping firm, up to 10 clients, one QuickBooks connection, 10 business days. We wire the morning pull, tune the urgent thresholds with you, and you approve every send from your phone.
Billing is not connected on this page yet — the next step after the demo is a pilot request, and we confirm scope and price before any charge. Price above is an untested hypothesis, not proven demand. Billing not connected.
1. ConnectLink QuickBooks once per firm (mock QuickBooks adapter in this demo; real OAuth at pilot).
2. Morning pullCash, overdue invoices, and yesterday's sales are pulled per client at 7 AM.
3. Draft pulseA plain-English draft is written per client; urgent cases are flagged, incomplete data is blocked.
4. You approveReview on your phone. No pulse can be sent without your explicit Approve — nothing auto-sends.
5. WhatsApp outApproved pulses send via WhatsApp (mock WhatsApp adapter here) and every step lands in the audit trail.
Live demo — run this morning's pulses
SAMPLE DATA The firms, clients, figures, and endpoints below are sample data, honestly labelled, so you can see the whole journey end to end. Your real deployment connects your own QuickBooks and WhatsApp number. The accounting source here is a mock QuickBooks adapter and sends go to a mock WhatsApp adapter — no real message is sent anywhere, and no financial data leaves this page.
Sent pulses SAMPLE
Approved pulses sent via the mock WhatsApp adapter appear here with a message ID. Nothing leaves this page.
Urgent rules
A client is flagged URGENT when cash is below $2,000 or any invoice is more than 30 days overdue. Urgent drafts still require your approval — urgent never means auto-sent. Thresholds are set per firm at pilot.
Audit trail
BookPulse ready. Every pull, draft, block, approval, and send is logged here and on the client record — for this tenant only.
Support & legal
Support: pilot firms get email support and a shared issue log; morning runs are checked daily during the pilot. BookPulse drafts updates from your accounting data — it is not tax, payroll, filing, or financial advice, and you remain responsible for every figure you approve and send. This demo stores data only in your browser; pilot deployments add real accounts, encrypted QuickBooks tokens, server-side tenant separation, and client consent before any real send. Sample data is fictional. Billing is not connected.