Automated Bookkeeping
Always know your margins.
Margin Pulse is an AI bookkeeper that plugs into QuickBooks, your bank, and your inbox, and does the data entry for you, including bills and invoices.
- I run a businessYour books, closed every day. Not by the 10th.
- I run a bookkeeping firmGrow your clients. Not your hours.
Nothing posts without your approval, unless you choose hands-free. We never move money.
Your books, closed every day
Bills & invoices
Entered for you
Who you owe, who owes you
Live, every morning
Every entry
Logged and reviewable
The problem
Your books say one thing. Your bank says another.
You find out how last month went around the 10th.
Step 1: Today
Manual work, scattered everywhere
- QuickBooks ledger
- Payroll provider
- CRM & job tools
- Bank & card statements
- Month-end adjustments
- Loans & depreciation
- Spreadsheets
Every close is a scavenger hunt.
Copying numbers between systems, chasing receipts, and hoping the spreadsheet still ties out.
Step 2: Connect
Link the tools you already use
Secure connections. Nothing posts without your OK. Setup takes minutes, not months.
Accounting
QuickBooksOnline ledger
Email & receipts
GmailBills, receipts, invoices
Banks & credit cards
12,000+ institutions
CRM & job management
More, as you need them
Step 3: With Margin Pulse
Automatic, real-time, centralized
One source of truth for AP, AR, bank activity, and job profit.
Customizable to the max. Shaped around how your business actually runs.
The engine
Context Map
A living map of every system behind your books: AP, AR, expenses, payroll, loans, and more.
Pulse looks back through your history in every connected source, asks smart questions, and learns every corner of your bookkeeping. Then it takes action automatically, with only as much human approval as you decide is necessary.
QuickBooks, Gmail, Plaid, ServiceTitan, JobNimbus, and Jobber are trademarks of their respective owners and are shown to indicate supported connections. Other tools with an open API can be connected on request.
I run a business
Your books, closed every day. Not by the 10th.
Know who you owe and how much, and who owes you and how much, all the time. Margin Pulse does the data entry, so the numbers are current every morning.
Bills and invoices entered for you.
Read from your inbox and posted to QuickBooks.
Who you owe, who owes you, live.
Payables and receivables current every morning.
Keep QuickBooks and your accountant.
Pulse works inside the ledger you already have.
What the P&L said you made
$412K
What the cash proved
$268K
Figures illustrative.
Where the difference hides
- Owner draws booked as expenses
- Truck and equipment payments run through the P&L
- Customer deposits counted as revenue before the work was done
- Fuel and card spend never reconciled
Margin Pulse ties every entry back to the bank, so the difference shows up before you make a decision on it.
Close the month in minutes, not days.
Most owners save about 50% vs. a bookkeeper.
I run a bookkeeping firm
Grow your clients. Not your hours.
Your work shouldn't go up one-to-one with every new client. Margin Pulse makes the entries, changes, and corrections, posted straight into QuickBooks. Your bookkeepers review instead of retype.
AP and AR posted to QuickBooks.
Entries, changes, and corrections made for you.
Every client, one login.
A firm console shows every client and what still needs a human.
Messy clients cleaned up fast.
Rebuild the books and tie them to the bank.
Your team sets the controls.
Approve all, approve exceptions, or hands-free, client by client.
Clients grow. Hours don't. Every client closed on time, without the overtime.
Priced per client by volume.
Proof
Faster books, from week one.
A day
Learns your business in a day
20 minutes
Close the month in 20 minutes
Every entry
Logged and reviewable
You decide how hands-on to be.
Every action Pulse takes is logged and reviewable. Start by approving everything, then let it run as trust builds.
Approve all
You sign off on each entry
Approve exceptions
Routine work runs on its own
Hands-free
Pulse closes the loop
See it on your own books
Know your numbers.
Book a walkthrough and we will show you Margin Pulse running on your own QuickBooks.
Or reach us at admin@marginpulse.io or (704) 993-7393