Pulse: cash forecast workflow and boundaries

Planning model

Manual cash planning

Access and package boundaries

Check current subscription and trial conditions; no permanent-free entitlement or exact price asserted.

Data and planning workflow

Cash-flow entry, recurring income/expenses and planning views for small businesses.

Limitations to verify

Manual entry requires maintenance and a source record. Recurring items must not duplicate imported actuals. Verify company/account limits, current export and whether source refresh is supported.

A practical trial task

Model payroll, a customer collection and a one-off purchase; check recurring boundaries and reconcile the ending balance with the event list.

Keep the original accounting report and a dated list of forecast overrides. Reconcile opening cash, avoid double-counting actuals and projected invoices, and export a small scenario before relying on the software for your primary planning record.

Primary evidence

Pulse cash-flow planning workflow

Checked 17 October 2026. Published workflow claims do not establish a tested integration, quote, actual payment date or a reliable prediction of business outcomes.