PULSUS for accounting firms
When your clients work in PULSUS, you stop chasing documents: open your portfolio and see, first thing in the morning, what each of them still needs to close the period, and whose responsibility it is.
Accountant access is free, for ever. No licence per firm or per client.
If none of these four lines rings a bell, this page isn't for you.
Always chasing documents
Emails, WhatsApp, paper bags in January. The client swears they sent it, you swear it's missing, and nobody can prove anything.
Works in avalanches
Thirty clients, and twenty of them only reply in the last five days before the VAT deadline.
Takes whatever they're given
Badly scanned PDF statements, invoices without a Tax ID, expenses without receipts. The tidying-up is yours to do, and nobody is billed for it.
Can't grow
Taking on ten more clients means hiring one more person. Margin doesn't grow with the portfolio — it grows with price, and the price doesn't go up.
It's not just another place to file documents. It's the answer to a question you ask thirty times a month.
Readiness traffic lightFeito para gabinetes
Open your portfolio in the morning and see, client by client, what's needed to close the period and whose responsibility it is: the company's or the firm's. Sorted by who needs attention, not alphabetically.
The request to the client, already written
One button generates the email with exactly what that client is missing, and only what is their responsibility. No more writing thirty different emails every month.
VAT return checked
Mainland, Madeira and the Azores, monthly and quarterly, with the period's deadlines and the VAT settlement entry already proposed. It reads actual sales, purchases and expenses — not a spreadsheet someone filled in by hand.
Assets and depreciation
Regulatory Decree 25/2009 and the limits of art. 34 of the CIRC already applied, including vehicle caps by propulsion type. The depreciation schedule comes from the period, not from a parallel Excel sheet.
Cash flows that match the bank
Direct-method statement, built from actual bank transactions and checked to the cent against the account balance. If it doesn't tally, it tells you where the difference is.
A menu just for the firm
The portfolio, client requests and anti-money laundering sit in their own module, the Accounting Firm module, separate from running your own office. When you open a client, one click takes you back to the portfolio.
Documents received by link
The client photographs the invoice on their phone and sends it through a link, without creating an account. It reaches the firm ready to post, and the same file never comes in twice.
Payslips delivered
Upload the PDF with the month's payslips and PULSUS delivers each one to the right employee, by tax number, in their area and by email. Anything it does not recognise stays unidentified and never goes to the wrong person.
Tax and social security slips with due dates
Social security, withholding tax and VAT payment slips come into PULSUS with amount and due date. The company sees the deadline on its Home page and the payment goes into the cash-flow forecast.
Holidays and absences for payroll
The month-end close includes a map of each employee's holidays and absences, by type. You no longer have to ask the company who was off and why.
Anti-money-laundering file per client
Identification, beneficial owners register (RCBE), beneficial owners, politically exposed persons and risk level for each client (Law 83/2017), with documents stored privately. Only the firm sees it.
Documents where they belong
Every invoice with its PDF attached, every bank transaction reconciled with its document. No more digging around for March's proof of payment.
Accountant access is included in the client's subscription. There's no licence per firm, no price per connected client, and no "accountants' plan" to add up at the end of the year.
The Accounting Firm module has no cost either, even if your firm has no PULSUS subscription of its own: the client portfolio, client requests and anti-money laundering, with no time limit. To get it, ask us to join the Accountants Programme through the contact form on the website: we switch on the Accounting Firm module.
The reason is simple, and we'll spell it out: charging you for access would mean asking the people who bring us clients to pay for doing so. It would lead you to advise your clients against PULSUS — the exact opposite of what we want.
The client sends the invitation, from their own company's Administration area. Access is theirs to give and theirs to take away, and that protects you too: no one can ever say you went where you shouldn't have.
What you see in the client's company
Sees and works on
Never sees
Fixed "External accountant" profile. It isn't a setting anyone can open up by mistake: accounting is a separate module from finance precisely so that giving you access never means giving you invoicing.
Look after your clients in PULSUS, at no cost.
Want to recommend PULSUS?Discover the Partner Programme
01
Falamos 30 minutos
Mostramos-lhe a carteira a funcionar numa empresa de demonstração, com um trimestre completo de dados.
02
Escolhe um cliente
Um só, o que lhe dá mais trabalho. Ajudamos a configurá-lo, sem lhe ocupar o tempo.
03
Fecha um período
Faz o IVA desse cliente em PULSUS e compara com o que faria à mão.
04
Decide o resto
Se valeu a pena, passa os outros. Se não valeu, dissemos-lhe o que valia e ficámos por aí.
No sales pitch: we open the app in a demo company and close a quarter in front of you.
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