AI-Powered Business Intelligence

Know Your Numbers.
Own Your Future.

Business Pulse connects directly to your QuickBooks and CRM to give you a real-time operating dashboard with 4-category job costing, AI receipt scanning, auto-synced actuals, and full team management — so you can see exactly where your money is going, keep your crew trained and aligned, and know what levers to pull to grow profitably.

Read-only access
5-minute setup
Auto-syncs daily

40+

Financial Metrics Tracked

Real-Time

QuickBooks Sync

AI

Powered Insights

CRM

Pipeline Integration

4-Category

Job Cost Tracking

Full

Team Management

What is Business Pulse?

Business Pulse is an AI-powered operating dashboard built for business owners who want to stop guessing and start managing with real data. It pulls directly from the tools you already use — QuickBooks, GoHighLevel, time tracking — and turns raw numbers into clear, actionable intelligence.

Full Visibility

See revenue, profit, cash flow, payroll, contractor costs, and assets — all in one place. No more toggling between QuickBooks reports and spreadsheets.

AI That Thinks With You

Ask questions in plain English. Get anomaly detection, trend analysis, and recommendations that help you make better decisions — not just prettier charts.

Built for Operators

This is not a generic BI tool. Business Pulse is designed for contractors, service businesses, and operators who need to know their numbers to run profitably.

How It Pulls Your Metrics

Business Pulse connects securely to your existing tools and automatically syncs your financial and operational data every day. No manual entry. No exports.

01

Connect QuickBooks

One-click OAuth connection. We pull your P&L, balance sheet, invoices, time activities, and expenses automatically.

02

Connect Your CRM

Link GoHighLevel to see your pipeline, deal values, lead flow, and close rates alongside your financials.

03

Auto-Sync Daily

Data syncs every morning. Job costing sheets auto-update with actual labor hours and categorized expenses from QB.

04

Snap Receipts

Photograph receipts on-site. AI reads vendor, amount, and items, then auto-categorizes into the right job and cost bucket.

05

See Your Dashboard

Revenue, profit margins, 4-category job costs, break-even, labor efficiency — all calculated and displayed in real time.

Security First

Read-only access. Business Pulse never writes to your QuickBooks or CRM. It only reads data.
Encrypted connections. All data is transmitted over TLS and stored with encryption at rest.
Your data stays yours. We never sell, share, or use your financial data for anything other than your dashboard.

The Metrics That Actually Matter

Most business owners look at revenue and bank balance. Business Pulse gives you the efficiency ratios and operational metrics that tell you why your business is performing the way it is — and what to change.

Financial Performance

Revenue & Net Profit

Track top-line and bottom-line monthly, quarterly, and annually

Operating Cash Flow

Know how much real cash your operations generate

Gross & Net Profit Margins

See exactly how much you keep from every dollar earned

Break-Even Point

Know the daily revenue you need just to cover costs

Total Assets & Net Worth

Track your balance sheet growth over time

Efficiency Ratios

Return on Assets (ROA)

How effectively your assets generate profit

Asset-to-Revenue Effectiveness

How well your assets convert into revenue

Revenue-to-Profit Efficiency

How much of your revenue becomes actual profit

Profit-to-Cashflow Productivity

How well your profits convert into real cash

Labor Efficiency Ratio

Revenue generated per dollar of labor cost

Operational Metrics

Payroll & Contractor Costs

Track labor spend across employees and subs

Hours Worked vs. Available

See crew utilization and capacity at a glance

Job-Level Profitability

Know the profit margin on every single job

4-Category Cost Breakdown

Materials, Subcontractors, Fees & Permits, Disposal — tracked per job

Auto-Synced Actuals

Labor hours and expenses update automatically from QuickBooks

Receipt AI Categorization

Snap a receipt and it auto-categorizes to the right job and cost bucket

CRM & Pipeline Intelligence

Pipeline Value by Stage

See total dollar value at each stage of your sales process

Deal-Level Profit Margins

Auto-calculated from QB data matched to CRM deals

Completion Tracking

Track job progress from bid to completion

Revenue Forecasting

Project future revenue based on pipeline and close rates

Contact & Conversation Analytics

Track engagement across your customer base

Why This Is a Leading Advantage

Most contractors and service businesses operate blind. They check the bank account, hope the numbers work, and find out months later if they made money. Business Pulse changes that equation entirely.

Real-Time Decision Making

Instead of waiting for your accountant's quarterly report, you see your financial position every single day. Spot problems in weeks, not months. Catch cash flow issues before they become crises.

Job-Level Profitability

Know the profit margin on every job — broken down into Materials, Subcontractors, Fees & Permits, and Disposal. See which jobs make money, which lose money, and exactly which cost category is the problem. Stop bidding blind.

Efficiency You Can Measure

Labor efficiency, overhead allocation, revenue per crew hour — these are the levers that separate a profitable operation from one that's just busy. Business Pulse makes them visible.

AI That Works for You

Ask your dashboard questions in plain English. "Why did profit drop last month?" "What's my break-even if I hire another crew?" Get answers backed by your actual data, not generic advice.

Competitive Moat

Your competitors are still running on gut instinct and bank balance checks. When you can see your true cost structure, labor efficiency, and job-level margins, you bid smarter, hire better, and grow faster.

Control Your Levers

Pricing, crew allocation, overhead management, job selection — these are the levers that determine whether you make 5% or 25%. Business Pulse shows you which ones to pull and when.

Built by a Contractor

From Whiteboards & Spreadsheets to Real-Time Intelligence

Business Pulse wasn't built in a Silicon Valley lab. It was built on job sites, in truck cabs, and at kitchen tables after long days of running crews.

For years, the founder tracked job performance manually — whiteboards covered in scribbled numbers, spreadsheets that took hours to update, and a constant nagging feeling that the real numbers were hiding somewhere in the chaos.

After studying Keith Cunningham's financial frameworks at Tony Robbins Business Mastery, everything clicked. The problem wasn't a lack of data — it was that no tool existed to organize it the way a working contractor actually thinks about their business.

Business Pulse automates what used to take hours every week. It's the tool we wished existed when we were drowning in receipts and guessing at margins.

Why This Is Different

Built by someone who's done the work

Not a fintech startup guessing what contractors need. Built from real experience running renovation crews and managing P&Ls.

Grounded in proven financial frameworks

The metrics and ratios aren't made up. They come from Keith Cunningham's work on business intelligence — adapted for the trades.

Replaces hours of manual work

What used to take a full evening with spreadsheets now happens automatically every time QuickBooks syncs. You open the dashboard and the answers are there.

Designed for owners, not accountants

No accounting degree required. The dashboard speaks in plain business language — revenue, profit, cash flow, efficiency.

New: Team Management Suite

Manage Your Entire Team — Not Just the Numbers

Business Pulse goes beyond financials. Give your crew their own dashboard, assign safety training, communicate through built-in messaging, and keep everyone aligned with a digital handbook — all from one platform.

Employee Dashboard

Each team member gets their own secure portal. They can view attendance records, track personal goals, access the company handbook, and communicate with management — without seeing admin-level financial data.

Attendance TrackingGoal ManagementPerformance ReviewsContact Admin

Safety Training & Compliance

Create and assign safety courses with video modules and quizzes. Track who has completed training, issue completion certificates, and maintain compliance records — all built into the platform.

Video CoursesQuizzes & GradingCertificatesCompliance Tracking

Built-In Team Messaging

Employees send messages directly from their dashboard — time-off requests, issue reports, questions, or feedback. You see everything in a threaded admin inbox with unread badges and email notifications.

Threaded InboxCategory FiltersEmail AlertsReply Threads

Handbook & Operations Hub

Publish company policies and SOPs in a digital handbook with read-acknowledgment tracking. Manage active jobs, production boards, and crew assignments from a centralized operations command center.

Digital HandbookRead TrackingProduction BoardJob Management

What It Can Do for Your Business

Business Pulse gives you control over the levers that drive profitability. See what's happening inside your business so you can make real-time changes instead of reacting to problems after the fact.

Price With Confidence

See your true cost structure — labor, materials, overhead — so you can set prices that actually protect your margins. No more guessing on bids.

Optimize Your Crew

Track hours worked, labor efficiency, and revenue per crew member. Know exactly when to hire, when to cut, and who your top performers are.

Forecast Cash Flow

See your operating cash flow, upcoming obligations, and break-even point. Plan ahead instead of scrambling when payroll hits.

Track Every Job in 4 Categories

Job costing sheets break costs into Materials, Subcontractors, Fees & Permits, and Disposal — both projected and actual. See exactly where every dollar goes on every job.

Snap Receipts, Auto-Categorize

Photograph any receipt and the AI reads it, extracts the vendor, amount, and line items, then auto-categorizes it into the right cost bucket on the right job.

Actuals Sync Automatically

Every QuickBooks sync pulls in actual labor hours, expenses, and sale prices — so your job costing sheets stay current without manual data entry.

Get AI Recommendations

The AI chatbot analyzes your data and surfaces insights you might miss. Anomaly detection catches problems early. Trend analysis shows where you're heading.

Generate Branded Reports

Create professional quarterly reviews and executive summaries with your company logo and branding. Export branded PDFs to share with partners, lenders, or your team.

Employee Dashboard

Give your crew their own portal to view schedules, track goals, check attendance records, and access company resources — without touching your admin data.

Safety Training & Compliance

Assign safety courses with video modules and quizzes. Track completion, issue certificates, and ensure your team stays compliant — all built in.

Team Messaging Inbox

Employees send messages directly from their dashboard. You see them in a threaded inbox with categories, unread badges, and email notifications — no third-party app needed.

Operations Hub

Manage active jobs, track production boards, and monitor crew assignments from a centralized operations command center. See every job status at a glance.

Digital Employee Handbook

Publish company policies, SOPs, and onboarding materials. Track who has read and acknowledged each section. Keep your team aligned and informed.

Get Early Access to Business Pulse

We're building the operating system for business owners who want to run on data, not guesswork. Join the waitlist to be first in line when we launch.

No spam. No selling your info. Just early access when we launch.