Sales, field service, and real double-entry accounting — one platform, with a full-time AI employee working inside your data. You buy it once and own it outright: your instance, your data, no monthly SaaS. The only ongoing cost is your own AI usage — and you control the dial.
A won deal becomes a purchase order, a work order, an invoice, a posted journal entry — one chain, no re-typing, no exports, no drift between your sales, your field, and your books.
A pipeline that reflects reality, quotes your reps can build themselves, and forecasts you can trust — with commissions that create themselves the moment a deal is won.
Dispatch, work orders, PM schedules and a mobile field report your techs actually fill out — photos, parts, time, and signatures — so nothing the crew did in the field goes unbilled.
Double-entry accounting that posts as the business runs. AR, AP, deposits, bills, a full chart of accounts — and reports that tie: your P&L, balance sheet and trial balance are computed live from the ledger.
Pulse ships with a full-time AI employee that lives inside your data.
It read every deal, work order, invoice and customer the day it started — and it never forgets one. Ask it anything and it answers from your real numbers, because it isn't a bolt-on chatbot. It's an operations brain wired into the same ledger, pipeline, and dispatch board your team uses every day.
It drafts the quote, chases the overdue invoice, reads the vendor bill, and briefs you every morning — the work a sharp operations manager does, running around the clock and never dropping a ball.
Opens the day with what needs you: deals to push, invoices to chase, jobs at risk of slipping.
Describe the job in a sentence; it builds the quote with the right parts, pricing and warranty.
Watches AR and drafts dunning notices so an overdue invoice never quietly slips through.
Snap a bill and it pulls the vendor, amount and line items straight into your books.
Ask anything about your pipeline, jobs or books — it replies from live data, not guesses.
Stalled deals, quotes priced below cost, parts under reorder, jobs past quoted labor, work never invoiced, maintenance past due — flagged before you'd notice.
SaaS bills you every month, forever, for software you'll never own — and keeps your data on their servers, on their terms. Pulse flips it: you buy it once, it runs on your instance, and your data is yours.
Sales, service and accounting share the same data. Change it once; it's right everywhere — no exports, no drift.
Every transaction is a balanced journal entry. Reconciliation isn't a chore — it's the default.
Techs log parts, time, photos and signatures from the roof. The paperwork becomes an invoice automatically.
Reps sell, the office bills, techs do the field work — with role permissions enforced down to the database.
Photograph or PDF a vendor bill; AI reads the vendor, dates and line items into a prefilled entry. You review, it posts — and duplicate bill numbers are caught before you pay twice.
Give it the day's stops; it maps them, orders them for the shortest drive, and assigns the whole run to your tech in one action.
A six-step checklist reads its status from your actual data — imports reconciled to the cent, and AI column-matching that asks when a spreadsheet is unclear instead of guessing.
Card statements import straight into categorized expenses tied to jobs and deals — the feature the big names sell as an upgrade.
Parts with reorder points, and stock forecasting that weighs your open quotes — you hear "order more" before the shelf is empty.
Quotes become purchase orders, receiving updates the books — the paper trail from vendor to install writes itself.
A lead form for your own site that lands straight in your pipeline, and a customer chat assistant that answers with your data.
Work never invoiced, jobs over quoted labor, quotes priced below cost, parts under reorder, maintenance past due — flagged every day with the dollars at stake.
Procurement rule that no third-party AI sees your data? Flip the switch: every AI route refuses server-side — not just hidden from the menu — and everything deterministic (ledger, invoicing, reconciliation, reports, import/export) keeps working. Updates ship as signed releases you install on your schedule.
Unlimited users — no per-seat anything · Quoting & the AI assistant (both paid add-ons on Salesforce) · Expense management · Inventory & purchasing · Customer statements & dunning · Website lead capture & customer chat · API access · White-glove onboarding & training · Signed updates & nightly backups. If it's in the platform, it's yours.
Pulse's ledger enforces double-entry at the database — an unbalanced entry can't be posted. Here's the demo company's books, computed live:
Buy the CRM or the Books on their own. Bolt Field Service onto the CRM. Or take the whole platform. Every deployment is a one-time purchase you own outright — your instance, branding, data migration, and white-glove onboarding included. No monthly SaaS. Your consult ends with an exact, no-surprises quote for your size of business — and Arthur can join it on his own box.
Every deployment is a one-time purchase you own outright — sized and quoted for your business at your consult, with founding-customer pricing available now.
The Small Business Jumpstart discount is our way of backing small operations. With less data to move, onboarding is even faster — and you start on a system you own, that grows as you hire, never a per-seat bill. Book a Jumpstart consult →
No "implementation project", no consultants by the hour. We take one business at a time, do the migration ourselves, and hand you a running system in 3 days — books verified, team trained, your AI employee already briefed.
Start with a 20-minute consult