Pulse
Cash from your bank through Plaid, debt, and sales for the locations you actually run. Snapshot first, refresh when you mean it.
Owner Tools · Financial Pulse
Cash, debt, and sales pulse — without drowning in the books.
Financial Pulse is RocketShift’s operator HQ for the money questions you actually ask on a Tuesday: where’s cash, what’s the debt load, how are sales moving. It connects with QuickBooks Online for your books and connects with your bank through Plaid for live balances. It does not replace your books, your CPA, or honest reconciling.
In pilot. You see cash, debt, and sales, per store: balances from your bank through Plaid, sales and books from QuickBooks Online. You do not get advice.
How we talk about it
Connects with QuickBooks Online
Clear and accurate. Intuit does not endorse RocketShift.
Connects with your bank through Plaid
Live cash and card balances, read-only. Plaid does not endorse RocketShift.
Not a second set of books
Pulse reads the story QuickBooks already holds.
Not CPA advice
Show the numbers. Your accountant gives the advice.
In the product
Owners connect with QuickBooks Online using Intuit’s official button, and connect their bank through Plaid’s secure sign-in. RocketShift never sees bank passwords. We keep the wording plain and accurate.
From the live demo
What owners see.
Sample numbers from the RocketShift demo store, not a real store’s books.
Clarity & History
Clean labels and the sales history you already have in QuickBooks. No invented advice.
Insights later
Written notes come later, and only if they stay honest. Not a monthly add-on dressed up as insight.
Trust first
Recognition without the hype.
Everyone knows QuickBooks and Plaid. We show real connections without pretending Intuit or Plaid endorses RocketShift, or that software replaces judgment.
One QBO company maps cleanly to one store workspace when possible.
Owners refresh books on purpose — no silent thrash every page load.
Real store figures stay out of public demo surfaces.
Bank balances come through Plaid, read-only. Plaid balances never get merged into QuickBooks cash.
Financial Pulse is in pilot in our own stores. Not yet offered as a finished feature.
See the rest of Mission Control.
Financial Pulse is one instrument. The core OS is still crew, schedule, clock, and tasks that keep the floor honest.