Budget Pulse

For finance & FP&A teams

Budget reporting that doesn't eat your quarter

Upload the CSV you already export from QuickBooks, NetSuite, Salesforce or HubSpot, and send leadership a live link instead of another screenshot in a deck. Budget vs. actual by category, department and period — updated the second you hit import.

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How it works

Four steps from raw finance export to a shareable live view.

01
Export from your tool
Pull a CSV from QuickBooks, NetSuite, Salesforce, HubSpot, or any spreadsheet.
02
Import & map columns
Drop the CSV in. Map headers if they don't match the template — takes seconds.
03
Open the live dashboard
Budget vs. actual by department, category, period. Trends, variance, top overspend.
04
Share or roll up
Send leadership a link, or export a rolled-up CSV for the board deck.

FAQ

Stop rebuilding the model. Start sharing the link.

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