Practice management for accounting firms
Every hour counts.
See it while it happens.
Client work, time, and budgets. Flexible reporting built right in.
Every hour, connected.
Month End Close Sep 2026
Product UI patterns from Pulse, with sample data. Not a live screenshot.
Less chasing.
More knowing.
Everything your firm needs to keep client work in rhythm.
Flexible reporting, inside Pulse
Your reports.
Built right in.
Choose your data, shape the view, and save it. All inside Pulse.
- You shape the report.
- Choose columns. Filter, group, and pivot.
- Build your firm’s dashboard.
- Arrange KPIs, charts, and saved reports.
- Keep everyone in the loop.
- Schedule reports with email or Slack updates.
Budget vs. actual
Hours by assignmentReport preview pattern from Pulse · sample data, not a live screenshot.
Capture it as you go.
Live timers. Clear timesheets. Every hour tied to its assignment.
Monthly close
Catch the burn early.
Budget warnings and resolved rates, while you can still act.
Keep the work moving.
One-off projects and recurring work, together on your board.
To do
1Quarterly review
In progress
1Monthly close
Review
1Reconciliation
Give every client a home.
The team, assignments, and rates. All in one workspace.
Summit CPA Group
Public accounting
Product UI from Pulse, shown with sample data.
The gap between doing the work and seeing the numbers is where value disappears.
Untracked. Unbilled. Unseen.
Until now.
Keep the work and the numbers together.
One shared picture.
Every point of view.
From your first task to the firm’s next decision.
Your day. In focus.
Know what’s next. Start the timer. Keep moving.
- Find your assignment
- Capture time as you work
- Submit for approval
Keep the team in sync.
See what moved, what needs review, and what needs you.
- Follow the assignment board
- Review submitted time
- Respond to budget requests
The whole firm. In view.
Follow budgets and realization while the engagement is open.
- See engagement budgets
- Review rates and realization
- Build the reports you need
Small gaps. Real money.
What could untracked time be worth? Adjust the numbers to see.
per hour
An illustration, not a forecast. Based on 46 working weeks.
Join WaitlistBuilt with firms.
For firms.
Pulse is in beta, moving toward a public launch. Founding firms is a small program for outsourced accounting practices that want the operating system before it is generally available. There are no customer marks to display yet, and we will not invent them.
Be part of what’s nextYour firm. Your controls.
Identity, permissions, and an audit trail. Built into the way you work.
- Single sign-on
- SAML and OIDC
- Multi-factor auth
- Required where the tenant asks
- SCIM provisioning
- A team that stays in sync
- Access by role
- Staff, managers, partners, and admins
- Audit logging
- A record procurement can read
Every firm has a pulse.
See yours.
Pulse is in private beta. We will open signups on this page before launch.
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