For Fractional CFOs

One Pane Of Glass For Every Client You Advise.

Fractional CFOs juggle five, ten, sometimes twenty companies — each with their own Xero, their own filing dates and their own director's loan situation. Pulse pulls all of it into one workspace so you can spend the hour you have with each client on advice, not chasing numbers.

Whole Portfolio At A Glance

Every client you advise in one list — cash, profit, deadlines and active alerts side by side.

Live Numbers From Xero

Cash, P&L, dividend headroom and director's loan, refreshed automatically. No exports, no stale data.

Pre-Meeting Briefing

Open a client and you've got the picture before the call starts — no last-minute scramble through Xero.

Bring Your Team

Invite associates or analysts into your workspace and control who sees which client.

Built For The Way You Actually Work

Most fractional CFOs we talk to live in a tab graveyard — one Xero login per client, a spreadsheet of deadlines, and an inbox full of Companies House emails. The work isn't hard, but the context-switching is brutal.

Pulse replaces that with a single workspace. Connect each client's Xero once, point Pulse at their Companies House number, and you get a live dashboard for every company you advise. Switch between them in one click, and the deadline tracker, alert feed and financials all follow.

Your client still gets their own Pulse login if they want it — you both see the same numbers, which makes board meetings and monthly check-ins dramatically less painful.

What's Included

Unlimited clients on the Scale plan
Live cash, P&L, dividend headroom and director's loan per client
UK tax deadlines (CT, VAT, PAYE, Confirmation Statement, Accounts) auto-tracked
Companies House alerts polled every 15 minutes
Cross-client activity feed so nothing slips
Team invites with per-client access control

Client data stays isolated. Each client company has its own ringfenced Pulse account. You only see the clients you've been granted access to, and every access is logged.

Start A CFO Workspace See Pricing

Fractional CFOs use the same plans as accounting practices — start on Growth or Scale depending on portfolio size.