Smart Pulse for CPAs & CAs
Real-Time Decision Support System for Modern Accounting Professionals
Running an accounting practice means juggling clients, deadlines, filings, and reports all at once.
Smart Pulse for CPAs & CAs connects with your accounting software, invoicing tools, and ERPs to deliver instant answers and actionable insights.
Turn Financial Data into Business Decisions
- No more spreadsheets
- No more waiting
- Just clarity, control, and confidence in every business decision
Seamless Operations
Running a pharmacy means juggling operations, prescriptions, stock levels, insurance claims, and compliance all at once.
Real-Time Decision Making
Real-Time Decision Support System for Modern Pharmacy Owners.
Grow Profitably
No more endless reports or manual analysis just clarity, control, and confidence in every business decision.
Real Control, Time & Growth
Smart Pulse for Pharmacies helps you save time, prevent losses, and grow smarter every single day.
SMART PULSE — Real Control
Secure Access & Dashboard
Role-based authentication for partners, accountants, and auditors. Multi-user access with complete data security
Your firm’s pulse at a glance:
- Total Revenue & Outstanding Receivables
- Client-Wise Profitability
- Pending Filings & Compliance Deadlines
- Expense Trends & Cash Flow Summary
product objectives
Query & Insights
Ask your questions by text,
“Show overdue invoices for this month”
“Which clients have pending Tax filings?”
Get instant visual answers with charts, summaries, and downloadable Excel/PDF reports.
Reports & Exports
- Centralized access to Financial, Compliance, and Client Performance Reports
- Daily reports to your email
- Share securely with partners or clients in one click
from data to ai Recommendations
Multi-Client Control Panel
Manage multiple clients or branches from one screen.
Compare:
- Revenue & Receivables
- Audit Status & Deadlines
- Profitability & Growth Trends
Visual map and real-time performance view for every client.
Alerts & Notifications
Never miss a deadline or red flag again.
Smart Pulse alerts you for:
- Upcoming Tax
- Overdue Invoices
- Sudden Expense Spikes
- Drop in Client Profitability
Daily Insight Emails
Real Control . Real Time . Real Growth
From Reports to Real Decisions
Traditional dashboards show data. Smart Pulse translates data into decisions.
It understands your business context, cash flow, compliance, receivables, or profitability and delivers ready-to-act insights in real time.
- Faster Decisions – Real-time visibility across all branches
- Fewer Errors – AI-powered accuracy & consistency
- Higher Profitability – Predict, prevent, and plan better
- Complete Control – Manage operations, staff, and client performance remotely
- Independent CPAs & CA Firms
- Multi-Branch Practices
- Audit & Compliance Consultants
- Virtual CFOs
FAQs
What exactly is Smart Pulse for CPAs & CAs?
Do I need to change my current accounting software to use Smart Pulse?
Not at all. Smart Pulse is built to integrate seamlessly with your existing systems like Tally, Zoho Books, QuickBooks, or other ERPs.
You keep working the way you already do, Smart Pulse just makes it smarter.
Is Smart Pulse secure for client financial data?
Absolutely. We take data security very seriously.
Smart Pulse uses role-based authentication, encrypted access, and multi-user controls.
Can I manage multiple clients or branches with Smart Pulse?
Yes, and that’s one of its biggest strengths.
You can view and compare multiple clients or offices from one dashboard tracking revenue, receivables, filings, and profitability across every account, all in real time.
How easy is it to get started with Smart Pulse?
It’s incredibly simple.
Just connect your accounting data, complete a quick setup, and you’re ready to explore insights within minutes.
No complex training or setup is required.
What kind of support do you provide for CPAs & CA firms?
