Fidelis Pulse. See your business clearly. Run it confidently.
A single source of truth for cash, margin, and everything moving inside your business — and the proof that when Fidelis builds software, it ships.
One score. Live from your books.
Connect QuickBooks, Xero, Stripe, or Plaid and start tracking in minutes. No spreadsheets, no tab-switching, no asking the bookkeeper.
- ◇A single Business Pulse score — one number that rolls up cash, margin, growth, and AR health, so you know where you stand at a glance
- ◇Live sync from QuickBooks, Xero, Plaid, and Stripe — your numbers update on their own, no spreadsheets
- ◇One weekly priority card — the single thing worth doing this week, with the data behind it
- ◇AI commentary in plain English — what changed, why it matters, and what to do about it
- ◇60-day action plan with status — Started, Planned, On Track — so progress is always visible
- ◇Anomaly alerts when cash, margin, or AR moves outside normal — catch problems before they compound
- ◇One-click quarterly snapshot PDF for your leadership meeting, board, or banker
One cockpit for every client you advise.
Built for the firms running owner-operated businesses toward an exit. See every engagement, who needs you this week, and what each deal is worth — without chasing spreadsheets.
“Advisors don't need another CRM. They need one screen that tells them which client to call today and why.”
- ◇One console for every client — see who needs attention, who's on track, and who's about to close, all on one screen
- ◇Buyer Readiness scoring per client — the same Pulse health score, rolled up across your book so you can prioritize
- ◇Stage-aware alerts — stale deals, missed diligence requests, and watch items surface before clients have to ask
- ◇White-labeled client share-outs — branded snapshot PDFs and live read-only links your owners can send to lenders or buyers
- ◇Pipeline value at a glance — estimated success fees and deals at LOI, so forecasting takes minutes, not days
We don't just spec software. We ship it.
Pulse is the productized core of the custom operator dashboards we build for clients — designed, built, and operated by Fidelis, for a real product, with real users, on a real P&L.
We built it because every owner we work with has the same first problem: they can't see their own numbers without a fight. Pulse solves that one universally — and it's proof that when we build your custom systems, we've already shipped at this standard.
Pulse handles what every business needs. We build what only yours does.
Seeing your cash, margin, and AR clearly is universal — that's Pulse, ready today. Generating pipeline, running your workflows, connecting your tools — that's where every business is different, and that's what we design and build with you. Most clients run both.