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 is the read on your money that answers the questions an owner actually has: what’s coming in, what I owe, and am I ahead or behind this month. You’ll find it in the sidebar under Analytics.

Operational, not archival

Business Health

The first Cash Pulse view, under Analytics → Business Health, shows both sides of your money in one place, so “is my business healthy this month” has a real answer.

What’s coming in (money you’re owed):

Cash received this month, with the monthly trend so you can see the direction.
Revenue at risk, the overdue money owed to you.
What’s coming in, invoiced but not yet paid, and 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.

What you owe (money going out):

Bills outstanding, everything you’ve been billed and not yet paid.
Overdue bills, the part already past its due date.
Due in 30 days, what’s coming up so nothing catches you out.

Net position ties the two together: cash received this month minus cash paid out. It’s the single number that says whether more came in than went out, and only a tool that sees both sides can show it.

Business Health also surfaces recommended actions, the next things worth doing, like chasing an overdue invoice.

Client Insights

The second Analytics view, under Analytics → Client Insights, answers “which clients are worth keeping.”

Client segments group everyone into VIP, active, new, at risk, or dormant based on how much they’ve paid you and how recently.
How your clients pay shows how many pay on time, how many run late, and how many are overdue right now.
Top clients lists your highest-value clients, and on higher plans flags whether each one’s payment timing is improving or slipping.
Dormant clients lists good clients who’ve gone quiet, with the revenue they used to bring in, so you know who’s worth reaching back out to.

How much you see depends on your plan. Per-client profitability, which shows who actually makes you money after the cost of the work, is coming once project costs can be attributed per client.

Where your data comes in

Uploading past invoices and connecting sources lives under Integrations → Data Sources. You can bring in history from a spreadsheet (CSV or Excel) so Cash Pulse reflects the time before you were on Wrenbase, and see the channels your invoices already arrive through. Connectors for accounting tools like QuickBooks and Xero are marked coming soon there.

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. Cash Pulse is about money health, not managing relationships.

Automatic bank-feed reconciliation and cash forecasting aren’t available yet. Deeper views, like quote-to-cash conversion and per-client profitability, arrive as their underlying data lands.

How much of Cash Pulse you see depends on your plan, with deeper intelligence like 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 and goes out 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.