FIDELISPULSE

Finally, a pulse
on your business.

Live cash, margin, AR, customer concentration, and the one thing to focus on this week. All on one screen. No spreadsheets, no hunting.

·Business Pulse Score. One number across cash, margin, growth, and AR.

·Customer concentration, revenue quality, and operational signals

·Live QuickBooks, Xero, Plaid, and Stripe sync

·Weekly priority card

Start your business pulse →See pricing

30-day owner window. No card required.

fidelispulse.com/dashboard/hartwell

Hartwell Manufacturing

QuickBooks synced 4 min ago

One thing this week

Chase the 3 overdue invoices totaling $47K

If collected, runway extends from 14 to 18 weeks.

Cash on hand

$284K

↑ +3.2%

Gross margin

38.2%

↑ +1.1pp

AR overdue

$47K

↑ +28%

EBITDA TTM

$780K

↑ +11.4%

Signals & anomalies

AR overdue jumped 28% this month

Revenue pacing as strongest month in 6 months

Works with

QuickBooks

Xero

Plaid

Stripe

HubSpot

Gusto

The Pulse Score

A single number.
Eight signals behind it.

The engine re-runs on fresh data. Cash runway, operating margin, customer mix, gross margin, revenue trend, recurring revenue, payment speed, and debt load, rolled into one number you can track over time.

↑ +3 pts this week

Cash runway88 · ×20%

Operating margin75 · ×20%

Customer mix82 · ×15%

Gross margin70 · ×10%

Revenue trend78 · ×10%

Recurring revenue65 · ×10%

Payment speed44 · ×10%

Debt90 · ×5%

The dashboard

Your financial command center

Your score, KPIs, anomalies, and weekly priority. One view, pulled automatically from your connected accounts.

fidelispulse.com/dashboard/hartwell

Pulse Score

↑ +3 pts this week

Dashboard

Financials

Pulse Score

Connections

Data sources

QuickBooks

Plaid (Bank)

Hartwell Manufacturing

Manufacturing · QuickBooks synced 4 min ago

Download report

One thing this week

Chase the 3 overdue invoices totaling $47K

Greenfield ($22K), Mason ($11K) and Apex ($14K). If collected, runway extends from 14 to 18 weeks.

Cash on hand

$284K

↑ +3.2%

Gross margin

38.2%

↑ +1.1pp

AR overdue

$47K

↑ +28%

EBITDA TTM

$780K

↑ +11.4%

Signals & anomaliesAuto-detected from your data

AR overdue jumped 28% this month

Three invoices over 45 days. Greenfield, Mason, and Apex. DSO will exceed 45d by month-end.

Revenue pacing as strongest month in 6 months

April bookings are tracking 12% above the trailing average.

Auto-updated

Fresh data from your connected accounts, automatically. No manual work on your end.

Anomaly detection

AR spikes, margin shifts, cash dips. Flagged the week they happen, not the quarter.

One weekly priority

The single most important action to focus on, generated automatically from your live data.

Before & after

Most owners don't know their number

They have QuickBooks, a banker who calls once a year, and a vague sense that something's off. Fidelis Pulse changes that.

Without Fidelis Pulse

You find out about AR aging when the bank calls

Gross margin changes go unnoticed for months

No idea what your business is worth today

Preparing for a sale takes 6-18 months of scrambling

Buyers find problems in diligence that kill the deal

With Fidelis Pulse

AR aging flagged automatically the week it spikes

Margin trends visible week over week, not year over year

Live score tracks your business health continuously

Score tracks your readiness continuously, no scramble

Buyers see a clean, well-prepared business in diligence

How it works

Up and running in 6 minutes

Connect your financial data

QuickBooks, Xero, CSV upload, or manual entry. Read-only sync takes about 90 seconds. Add Plaid for live cash data.

Get your Pulse Score

The engine computes your score from cash runway, operating margin, customer mix, gross margin, revenue trend, recurring revenue, payment speed, and debt, updated automatically.

Act on the weekly summary

One card tells you the single most important thing this week. Anomaly detection flags anything that moved outside normal ranges.

Pricing

One plan. Know your number.

Self-serve. Cancel any time.

30-day free trial

Fidelis Pulse

$249

/mo · cancel any time

Cash, margin, AR, customer concentration, and the signals that matter. All in one place for independent business owners.

✓Pulse Score (0-100), auto-updated

✓Cash, margin & AR dashboard

✓Customer concentration & revenue quality

✓Anomaly detection & weekly priority

✓QuickBooks, Xero, Plaid, Stripe sync

Start free trial →

No card required for trial. $249/mo after 30 days.

Have an advisor? Ask them to invite you. You'll get the full Fidelis Advisor experience instead.

Start tracking your number today.

30-day free trial. Connect your financials and your Pulse Score is ready in minutes.

Start free trial →See the dashboard

FIDELIS

Start free →

FIDELISPULSE

Finally, a pulse
on your business.

Live cash, margin, AR, customer concentration, and the one thing to focus on this week. All on one screen. No spreadsheets, no hunting.

·Business Pulse Score. One number across cash, margin, growth, and AR.

·Customer concentration, revenue quality, and operational signals

·Live QuickBooks, Xero, Plaid, and Stripe sync

·Weekly priority card

Start your business pulse →See pricing

30-day owner window. No card required.

fidelispulse.com/dashboard/hartwell

Hartwell Manufacturing

QuickBooks synced 4 min ago

One thing this week

Chase the 3 overdue invoices totaling $47K

If collected, runway extends from 14 to 18 weeks.

Cash on hand

$284K

↑ +3.2%

Gross margin

38.2%

↑ +1.1pp

AR overdue

$47K

↑ +28%

EBITDA TTM

$780K

↑ +11.4%

Signals & anomalies

AR overdue jumped 28% this month

Revenue pacing as strongest month in 6 months

Works with

QuickBooks

Xero

Plaid

Stripe

HubSpot

Gusto

The Pulse Score

A single number.
Eight signals behind it.

↑ +3 pts this week

Cash runway88 · ×20%

Operating margin75 · ×20%

Customer mix82 · ×15%

Gross margin70 · ×10%

Revenue trend78 · ×10%

Recurring revenue65 · ×10%

Payment speed44 · ×10%

Debt90 · ×5%

The dashboard

Your financial command center

Your score, KPIs, anomalies, and weekly priority. One view, pulled automatically from your connected accounts.

fidelispulse.com/dashboard/hartwell

Pulse Score

↑ +3 pts this week

Dashboard

Financials

Pulse Score

Connections

Data sources

QuickBooks

Plaid (Bank)

Hartwell Manufacturing

Manufacturing · QuickBooks synced 4 min ago

Download report

One thing this week

Chase the 3 overdue invoices totaling $47K

Greenfield ($22K), Mason ($11K) and Apex ($14K). If collected, runway extends from 14 to 18 weeks.

Cash on hand

$284K

↑ +3.2%

Gross margin

38.2%

↑ +1.1pp

AR overdue

$47K

↑ +28%

EBITDA TTM

$780K

↑ +11.4%

Signals & anomaliesAuto-detected from your data

AR overdue jumped 28% this month

Three invoices over 45 days. Greenfield, Mason, and Apex. DSO will exceed 45d by month-end.

Revenue pacing as strongest month in 6 months

April bookings are tracking 12% above the trailing average.

Auto-updated

Fresh data from your connected accounts, automatically. No manual work on your end.

Anomaly detection

AR spikes, margin shifts, cash dips. Flagged the week they happen, not the quarter.

One weekly priority

The single most important action to focus on, generated automatically from your live data.

Before & after

Most owners don't know their number

They have QuickBooks, a banker who calls once a year, and a vague sense that something's off. Fidelis Pulse changes that.

Without Fidelis Pulse

You find out about AR aging when the bank calls

Gross margin changes go unnoticed for months

No idea what your business is worth today

Preparing for a sale takes 6-18 months of scrambling

Buyers find problems in diligence that kill the deal

With Fidelis Pulse

AR aging flagged automatically the week it spikes

Margin trends visible week over week, not year over year

Live score tracks your business health continuously

Score tracks your readiness continuously, no scramble

Buyers see a clean, well-prepared business in diligence

How it works

Up and running in 6 minutes

Connect your financial data

QuickBooks, Xero, CSV upload, or manual entry. Read-only sync takes about 90 seconds. Add Plaid for live cash data.

Get your Pulse Score

The engine computes your score from cash runway, operating margin, customer mix, gross margin, revenue trend, recurring revenue, payment speed, and debt, updated automatically.

Act on the weekly summary

One card tells you the single most important thing this week. Anomaly detection flags anything that moved outside normal ranges.

Pricing

One plan. Know your number.

Self-serve. Cancel any time.

30-day free trial

Fidelis Pulse

$249

/mo · cancel any time

Cash, margin, AR, customer concentration, and the signals that matter. All in one place for independent business owners.

✓Pulse Score (0-100), auto-updated

✓Cash, margin & AR dashboard

✓Customer concentration & revenue quality

✓Anomaly detection & weekly priority

✓QuickBooks, Xero, Plaid, Stripe sync

Start free trial →

No card required for trial. $249/mo after 30 days.

Have an advisor? Ask them to invite you. You'll get the full Fidelis Advisor experience instead.

Start tracking your number today.

30-day free trial. Connect your financials and your Pulse Score is ready in minutes.

Start free trial →See the dashboard

Finally, a pulseon your business.

A single number.Eight signals behind it.

Your financial command center

Most owners don't know their number

Up and running in 6 minutes

One plan. Know your number.

Start tracking your number today.

Finally, a pulseon your business.

A single number.Eight signals behind it.

Your financial command center

Most owners don't know their number

Up and running in 6 minutes

One plan. Know your number.

Start tracking your number today.

Finally, a pulse
on your business.

A single number.
Eight signals behind it.

Finally, a pulse
on your business.

A single number.
Eight signals behind it.