Pulse by AI Leverage — Executive Intelligence Dashboard + AI Assistant
Live Dashboard + AI Assistant

Stop Guessing.
Start Knowing.

A live executive dashboard connected to your accounting software — with an AI assistant that answers your questions in seconds, not hours. Filter by partner, division, or date. Ask anything.

Book a 20-Minute Demo → See Live Demo ↗
Pulse — Executive Dashboard
Live
Partner ▾ All
Division ▾ All
Period ▾ FY 2025
Revenue
$2.4M
↑ 12% YoY
Break-Even
$1.8M
✓ Exceeded
WIP
$387K
↑ Ageing 42d
Lockup
68 days
Target: 55d
Staff Performance / Utilisation
Portfolio Split
68%
🤖 "Which clients have WIP over 60 days?"
🔗 Connects to Xero, SAGE, MYOB, QuickBooks
🔒 Bank-level encryption · Zero data retention
🇦🇺 Built in Brisbane, Australia
⚡ Live in 2–4 weeks
Sound Familiar?
You have the data.
You just can't see it.
Your business runs on multiple platforms. Getting a clear picture means logging in everywhere, exporting to Excel, and building reports that are stale before they're finished.
🔄
Multiple logins, zero visibility
Xero for accounting, another system for jobs, another for CRM. You check three platforms before your morning coffee and still don't have the full picture.
📊
Reports that take days
Monthly management reports require manual Excel exports, formatting, and cross-referencing. By the time they're done, the data has moved on.
⏳
Partners waiting for answers
"What's our WIP sitting at?" "Which clients are most profitable?" Simple questions that take someone hours to compile from multiple systems.
🤷
No way to filter or drill down
You want to see performance by partner, by division, by time period — but your current tools don't let you slice the data without starting from scratch.
What Pulse Gives You
One screen. Every number
that matters.
Pulse connects to your existing software and gives you a live, filterable executive view — plus an AI assistant that answers questions in seconds.
📈
Live Financial Dashboard
Revenue, break-even points, cash flow, cost-per-job, and profitability — all refreshed automatically. Accessible from any device, 24/7.
🎯
Filter by Partner & Division
Dropdown filters let you slice the entire dashboard by partner, division, date range, or client segment. See exactly what you need instantly.
⏱️
WIP, Lockup & Rate Analysis
Track WIP ageing, lockup days, effective charge rates, staff utilisation, and break-even metrics — the KPIs that actually drive profitability.
🤖
AI Chat Assistant
Ask your data questions in plain English. Click a quick question button or type your own — get answers in seconds, not hours or days.
🔗
Multi-System Integration
Connects to SAGE, Xero, MYOB, QuickBooks, and most CRMs via secure API. Works with Microsoft Teams, Slack, Discord, and WhatsApp.
🔔
Automated Smart Alerts
Get notified via email, SMS, or Teams when something needs attention — overdue invoices, budget variances, WIP thresholds — before they become problems.
Try It Now
See the AI assistant in action.
This is what the AI chat inside your Pulse dashboard feels like. Click a quick question or type your own — answers in seconds, not hours.
🤖

Pulse AI Assistant

Connected to your accounting data · Active

🤖
Pulse AI Now
👋 Hi! I'm your Pulse AI assistant.

I can answer questions about your business data instantly — balances, invoices, WIP, staff performance, overdue accounts, and more.

Click a quick question below or type your own!

Want the full experience? See the live dashboard demo →  |  Learn more about Mr Chatty →

How It Works
Live in 4 weeks. No disruption.
We layer on top of what you already use. No migration, no new software to learn, no changes to your existing processes.
1
Connect
We connect securely to your existing software via API. Your data stays in your systems — we pull it in real time.
2
Configure
We build your custom dashboard with the KPIs, filters, and drill-downs that matter. The AI learns your business context.
3
Clarity
Your team gets 24/7 access. 1-hour training session. Click a button, get an answer. Ongoing support and optimisation included.
Who It's For
Built for businesses that
already have the data.
🏢
Accounting Firms
Real-time visibility across client portfolios, staff utilisation, WIP ageing, and lockup — filtered by partner or division. Works with Xero, SAGE, MYOB, and practice management tools.
📊
Business Owners
$500K–$100M revenue businesses who want executive-level insights without the cost of enterprise BI tools or hiring a full-time data analyst.
⚙️
Finance Teams
Tired of hours in Excel when the data already exists in your systems. Pulse replaces manual reporting with live, always-current visibility — and an AI you can ask anything.
Pricing
Simple pricing. No lock-in.
Both tiers include setup, configuration, training, and ongoing support. Cancel anytime.
Essentials
Your first real-time view of the business.
$ 797 /month
$2,997 one-time setup
  • Live dashboard — updated in real time
  • Connected to 1 data source
  • 5 standard KPI cards
  • Partner & division filters
  • Mobile & desktop access
  • Email support
  • AI chat assistant
  • Monthly review call
Get Started
Most Popular
Intelligence
Full visibility + AI-powered answers.
$ 997 /month
$3,997 one-time setup
  • Everything in Essentials
  • AI chat assistant — ask your data anything
  • Quick question buttons for instant answers
  • Connect up to 3 data sources
  • Unlimited custom KPIs & drill-downs
  • Automated smart alerts
  • Priority support + monthly review call
  • Ongoing AI training & optimisation
Book a Demo →
FAQ
Common questions.

Is my data secure?

+

Yes. We connect via secure API with bank-level encryption. We operate on a zero-data-retention model — your financial data is pulled in real time and never stored on our servers. Complete audit trail included for compliance.

How long does setup take?

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Typically 2–4 weeks from kickoff to live dashboard. Week 1 is discovery and system mapping. Weeks 2–3 are build and configuration. Week 4 is launch and training. Express setup (7 days) available for an additional fee.

Do I need to change my accounting software?

+

No. Pulse layers on top of what you already use — Xero, SAGE, MYOB, QuickBooks, or others. If it has an API, we can connect to it. No migration, no disruption.

What can the AI assistant actually do?

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Ask it anything about your connected data in plain English — client balances, invoice status, WIP values, overdue accounts, staff workload, profitability breakdowns. It queries your live data and returns an answer in seconds. You can also set up quick question buttons so your team gets one-click answers to common queries.

Which platforms does the AI work on?

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The AI assistant is built into the Pulse dashboard. It also works standalone via Microsoft Teams, Slack, Discord, WhatsApp Business, and other platforms — so your team can ask questions without even opening the dashboard.

How is this different from Power BI or Tableau?

+

Those tools are powerful but require someone technical to build and maintain the reports. Pulse comes pre-configured for your industry and includes an AI chat — so anyone can get answers, not just whoever built the dashboard. No technical skills needed.

What if I want to cancel?

+

No lock-in contracts. Cancel anytime with 30 days' notice. Your dashboard stays active for the period you've paid for.

Ready to see your
business clearly?
Book a 20-minute demo. We'll show you what Pulse looks like with your real data — filtered by your partners, your divisions, your KPIs.
Book a Demo → Browse Dashboard Examples ↗