01
Start with the numbers you have
Enter monthly revenue and costs, list individual expenses, or import a CSV. PulseIQ organizes the operating data you already have and compares performance against your own targets.
Find the leak. Fix the right thing first.
Find where your business is leaking money.Know exactly what to fix first.
PulseIQ analyzes your expenses, payroll, recurring costs, missed revenue, and repeat work to uncover costly problems, prioritize the biggest opportunities, recommend what to do next, and track whether your fixes are actually working.
✓ No Bank Login✓ No Card Required✓ Compare with your own targets✓ Clear, printable reports
Illustrative Sample · Fictional Business
BrightPath Home Services
Monthly Opportunity
$10.2K
Illustrative Estimate
Operating Margin
9.8%
Entered-Cost Estimate
Annualized Opportunity
$122K
If the Pattern Persists
1
Overtime
Direct Variance
$3,200/mo
2
Payroll
Direct Variance
$3,000/mo
3
Missed Leads
Modeled Opportunity
$1,937/mo
What PulseIQ Helps You Do Next
Finding: Overtime is running about $3,200 above the entered monthly target.
Recommended move: Review four weeks of overtime by employee, shift, and day to isolate recurring staffing gaps before changing headcount.
Potential impact: Test whether reducing avoidable overtime improves margin without hurting coverage.
Track the fix: Save the current period as your baseline, make the change, then compare the next period to verify the result.
Sample numbers are fictional. PulseIQ identifies operating signals and planning opportunities; results are not guaranteed savings.
Profit LeakageRecurring ExpensesLabor EfficiencyRevenue CaptureFix Tracking
How It Works
Scan it. Prioritize it. Fix it. Track it.
PulseIQ does more than flag a number that looks off. It starts with the targets, budgets, and operating facts you provide, identifies the gap, ranks what deserves attention first, and connects the finding to a practical action you can measure.
02
See what deserves attention
PulseIQ separates direct cost variances from modeled opportunities such as missed leads and rework, so every finding is clear, traceable, and easier to evaluate.
03
Choose your next move
PulseIQ ranks what to address first, explains the recommended action, and gives you a way to track the next period against your baseline so you can see whether the fix actually worked.
What PulseIQ Evaluates
Find the costs hiding in everyday work — then decide what to do about them.
A business can be growing and still lose margin through recurring expenses, labor timing, repeat work, weak revenue capture, or spending that quietly moves away from plan. PulseIQ makes those signals visible and turns them into prioritized decisions.
Labor Efficiency
Understand when payroll is rising faster than revenue and where to investigate first.
Overtime Exposure
Identify the teams, shifts, or operating windows repeatedly generating overtime.
Recurring Expense Creep
Spot subscriptions, vendor charges, and repeat expenses that keep climbing or no longer support the business.
Refund and Recovery Cost
Surface returns, credits, service recovery, and other costs quietly reducing margin.
Missed Revenue Opportunity
Estimate the financial impact of unanswered calls, missed contacts, and unconverted demand.
Rework and Repeat Cost
Measure the labor and material impact of repeat visits, corrections, and preventable do-overs.
Transparent by Design
Understand the numbers behind every finding.
A payroll overrun against an entered budget is not the same as a modeled missed-lead opportunity. PulseIQ keeps those categories separate and shows assumptions, limitations, and data-quality warnings so decisions are made with context.
Direct Variance
Actual spending above a target you entered. A high-confidence signal that still deserves operational context before being labeled waste.
Modeled Opportunity
A planning estimate based on operating assumptions such as missed contacts, conversion, value, rework volume, and direct rework cost.
Browser-Private Free Scan
The free workspace stores drafts and optional snapshots in the user’s browser rather than requiring bank credentials or a server upload.
Recovery Scenario
Model what partial or full recovery could mean without presenting the result as a guarantee or forecast.
When the Free Insight Is Not Enough
Need a closer look? Choose your analysis.
Use the free workspace to identify where to look. Choose a paid analysis when the decision justifies a deeper review of schedules, transactions, calls, refunds, vendors, sales, or workflow data.
Focused Analysis
Quick Leak Check
One high-value operational question, one focused dataset, and three prioritized recommendations.
$149
Start Quick Leak CheckMost Comprehensive
Profit Leak Analysis
A comprehensive review of up to four relevant data sources with financial-impact estimates and root-cause analysis.
$399
Get My Profit Leak AnalysisOngoing Intelligence
Monthly Pulse
Ongoing KPI review, risk visibility, updated priorities, and an executive-ready monthly scorecard.
$199/mo
Start Monthly PulseBuilt for the Question Behind the Numbers
“Where is the money going — and what should I fix first?”
Put the current month into the workspace, find the biggest gap, get a practical next step, and create a baseline you can use to see whether the fix actually improved the business.