A working tool for client files. The Pulse Accountant Edition runs on your computer and opens what your clients send you — a Pulse backup or a QuickBooks export — for trial balance, P&L, balance sheet, general ledger drill-down, A/R and A/P aging. Draft your adjustments, send them back, close the file. Client files open read-only, and the whole thing runs on your own computer.
A guided installer sets everything up for you on Mac, Windows or Linux — no command line, nothing to configure. It all runs locally — there is no cloud service on the other end of this. Questions? Book a consult →
Pulse clients: one click — Settings → Backup & Restore → “Books only”. QuickBooks clients: the export they already know how to make (IIF, CSV or QBO). Either way, a single file — no login sharing.
Drop the file into your Accountant workspace. It loads into an isolated scratch area on your machine — the file itself is never modified.
Run the reports your engagement needs, export to QuickBooks formats if you want them, then close the file and the working copy goes with it.
Every report reads straight from the client's general ledger, so any figure you question opens onto the entries behind it.
| Acct | Name | Debits | Credits |
|---|---|---|---|
| 1010 | Operating Cash | 152,278.80 | 73,933.50 |
| 1200 | Accounts Receivable | 120,321.80 | 110,260.80 |
| 2100 | Accounts Payable | 657.50 | 21,686.58 |
| 4100 | Service Revenue | 800.00 | 73,257.00 |
| 6000 | Salaries & Wages | 46,000.00 | 0.00 |
| Totals | 478,175.48 | 478,175.48 |
It stays on your computer. There is no account to create, no cloud service behind it, and no AI.
Usually about ten minutes. Download the installer, run it, and it sets everything up and opens in your browser — no command line, no extra software to wrangle. Works on Mac, Windows and Linux.