What does the Cash Pulse dashboard show?

Cash Pulse puts the operational cash-flow numbers an owner acts on in one place: cash received this month with its trend, revenue at risk from overdue money, what's expected but not yet paid, average delay and late-payment rate, payment delay distribution, and client segments and top clients. It also surfaces recommended actions and flags dormant clients worth re-engaging.

How does Cash Pulse tell me which clients pay slowly?

Cash Pulse flags each client by how reliably they pay: on time, occasionally late, consistently late, or currently overdue. That's drawn from their real payment history with you, giving you the operational answer to who you need to chase.

Is Cash Pulse an accounting tool?

No. Cash Pulse is an operational read on your money, not an accounting ledger. Tax forms, P&L, and double-entry are out of scope, and for those you'd use QuickBooks or Xero.

Cash Pulse · Wrenbase Docs

Cash Pulse

Cash Pulse answers the question every owner has on Monday morning: what’s overdue, who’s slow to pay, and how is cash trending? It’s the operational read on your money, not an accounting report.

Operational, not archival

What the dashboard shows

The Cash Pulse dashboard, under Cash Pulse → Dashboard, puts the numbers an owner actually acts on in one place:

Cash received this month, with the monthly trend so you can see the direction.
Revenue at risk, the overdue money owed to you and the clients it’s tied up in.
Expected, what’s been invoiced but not yet paid, including how much of it is overdue.
Average delay and your late-payment rate, so you know how reliably you get paid.
Payment delay distribution, splitting invoices into paid on time versus a little late versus badly late.
Client segments and top clients, so you can see who your best and most at-risk relationships are.

The dashboard also surfaces recommended actions and flags dormant clients worth re-engaging.

How clients are flagged

Cash Pulse flags each client by how reliably they pay: on time, occasionally late, consistently late, or currently overdue. That’s the operational answer to “who do I need to chase,” drawn from their real payment history with you, without turning your client list into a spreadsheet.

Data Sources

The second surface, under Cash Pulse → Data Sources, is where your data comes in. You can upload past invoices from a spreadsheet (CSV or Excel) so Cash Pulse reflects history from before you were on Wrenbase, and it shows the channels your invoices already flow in through.

Connectors for accounting tools like QuickBooks and Xero are marked coming soon here.

What Cash Pulse isn’t

Not an accounting ledger. Tax forms, P&L, and double-entry are out of scope. For those, use QuickBooks or Xero.
Not a CRM. The client view here is operational (do they pay on time?), not relational.

Automatic bank-feed reconciliation and cash forecasting aren’t available yet.

How much of Cash Pulse you see depends on your plan, with deeper intelligence like client segments, recommended actions, and trends on the higher ones. See wrenbase.com/pricing for what each plan includes.

Invoicing: the invoices Cash Pulse reads from
Payments: recording what comes in keeps Cash Pulse accurate

Frequently asked questions

What does the Cash Pulse dashboard show?: Cash Pulse puts the operational cash-flow numbers an owner acts on in one place: cash received this month with its trend, revenue at risk from overdue money, what's expected but not yet paid, average delay and late-payment rate, payment delay distribution, and client segments and top clients. It also surfaces recommended actions and flags dormant clients worth re-engaging.
How does Cash Pulse tell me which clients pay slowly?: Cash Pulse flags each client by how reliably they pay: on time, occasionally late, consistently late, or currently overdue. That's drawn from their real payment history with you, giving you the operational answer to who you need to chase.
Is Cash Pulse an accounting tool?: No. Cash Pulse is an operational read on your money, not an accounting ledger. Tax forms, P&L, and double-entry are out of scope, and for those you'd use QuickBooks or Xero.