create_invoiceupdate_invoice
Getting paid
Draft invoices and credit notes, and keep clients and products tidy. You review, send and record payments from PulseBooks once the draft is ready.
Skip to main contentThe bookkeeper
also open at 11pm
BOOKKEEPING, STAFFED
The bookkeeper
you talk to.
PulseBooks is bookkeeping for freelancers and small teams, with a built-in door for the AI assistant you already use. Tell it to invoice a client, or hand it the receipt from your pocket. It does the work in your books, properly, and you can see and revoke everything it touches.
Free plan, no credit card. Works with Claude, ChatGPT, Cursor, and any MCP client.And it works as a normal bookkeeping app even if you never connect an agent.
Invoice Meridian Studio for the March retainer and send it over.”
A TUESDAY AFTERNOON
The afternoon admin, in one conversation.
A real conversation, the kind you'd have at 4pm with the kettle on.
claude ↔ pulsebooks · mcp · scope: invoices, expenses, reports
You: I finished the brand refresh for Meridian Studio yesterday. Invoice them the remaining $2,400 on the project, net 14.
Assistant: Drafted INV-0142 for $2,400.00, net 14 like their last invoices, due 1 September. Send it?
create_invoice
You: Send it.
Assistant: Sent. Meridian can view and pay through their portal link.
set_invoice_status · sent
You: Here's the parking receipt from Tuesday's site visit.📎 photo · parking-receipt.jpg
Assistant: Recorded $14.50 under Travel, dated 12 August, receipt attached to the transaction. That's $41.00 in parking this month, for what it's worth.
create_expenseattach_receipt
You: How is August looking overall?
Assistant: Invoiced $9,150, collected $6,300, expenses $1,872 so far. Two invoices are open: today's to Meridian and $850 to Fern & Wilder, due Friday. Say the word and I'll send Fern & Wilder a polite reminder on Monday if it's still unpaid.
run_report · aging
GENERAL JOURNAL — TODAY
ENTRYACCOUNTAMOUNT
- INV-0142 ·Accounts receivable2,400.00
- INV-0142 ·Design income2,400.00
- EXP ·Travel — parking14.50
- EXP ·Bank — current14.50
One conversation. Four entries. The books balance.
It prepared the invoice and left sending to you, because a client email needs a real human review.Every action above is a real PulseBooks operation, recorded in your books with full history. Nothing here is a mockup.
THE JOB DESCRIPTION
Sixty-odd tools. Six jobs.
Your assistant gets access to the same operations you'd hand a very good bookkeeper. Grouped the way the work actually happens.
- create_invoice
- update_invoice
- delete_draft_invoice
- get_invoice
- list_invoices
- create_credit_note
- list_credit_notes
- get_credit_note
- update_credit_note
- set_credit_note_status
- create_client
- update_client
- get_client
- search_clients
- set_client_blacklist
- create_product
- update_product
- list_products
- create_recurring
- update_recurring
- list_recurring
- create_invoice_from_agreement
- create_expense
- create_income
- attach_receipt
- create_upload
- list_attachments
- get_attachment
- update_transaction
- recategorise_transactions
- list_transactions
- get_transaction
- create_balance_sheet_entry
- create_account_transfer
- create_import_batch
- stage_statement_lines
- list_statement_lines
- list_import_batches
- suggest_matches
- reconcile_lines
- list_categorisation_rules
- create_category
- update_category
- list_categories
- run_report
create_expenseattach_receipt
Keeping records
Record income and expenses, including from a photo of a receipt sent in chat. Set categorisation rules so the same coffee shop never gets asked about twice, and post journal entries and transfers when the books call for it.
suggest_matchesreconcile_lines
Squaring the bank
Import bank statements, get match suggestions line by line, and reconcile in conversation instead of in a Sunday-evening trance.
run_report
Knowing where you stand
Profit and loss, cash flow, balance sheet, trial balance, general ledger, tax summary, invoice aging. Ask in plain words, get real numbers, and check progress against goals and budgets without opening a spreadsheet.
create_fixed_assetdispose_fixed_asset
The long-lived stuff
Fixed assets with automatic depreciation, asset disposal, director's loans and equity. The entries most owners quietly put off until year end.
create_recurringget_org_settings
Housekeeping
Recurring billing for the rent and the retainer, organisation settings, file uploads, multi-currency, and the small chores that pile up between real work.
60+ operations, all scoped to what you approve. Your accountant can have their own login on the Business plan.Nothing here requires a browser extension or a screen-watching bot.
QUOTE TO CASH
The contract signs. The invoice follows.
Most bookkeeping software starts at the invoice. By then the awkward part is already over: the part where you had to write the contract.
PulseBooks starts earlier. You keep contract templates in your account. When a project lands, your assistant drafts the agreement from a template, with the client's details and this project's scope and fees filled in. You review it, PulseBooks generates the PDF, and your client signs through their portal link. No printing, no attachments named final_v3.
Then the same thread continues. When the work is done, the assistant raises the invoice from that agreement: same client, same terms, same amounts, nothing retyped and nothing forgotten.
TEMPLATE
{{client_name}}{{monthly_fee}}
AGREEMENT · SIGNED
Meridian Studio
$3,200/mo
INVOICE · PAID
1,800.00
1,000.00
400.00
3,200.00
PAID
signed via portal link ✓create_invoice_from_agreement ✓
Agreements live alongside the invoices they produce, so six months later you can still answer "what did we actually agree to?"
TRUST & CONTROL
There is no delete.
Letting software agents near your accounts is a reasonable thing to be nervous about. We designed for the nervousness.
I.
Agent changes stay accountable.
Agents use the same controlled workflows as your team. Important records are archived, voided, or cancelled where the workflow supports it, and destructive actions stay behind your account permissions. You can review what changed and correct mistakes from the ledger.
delete_* → tool does not existII.
Sensitive actions require your yes.
High-impact operations use an explicit confirmation token before they run. Routine edits can proceed within the permissions you granted, while sensitive actions pause for confirmation in your assistant.
confirm: PB-7F2A… · awaiting approvalIII.
Access is scoped, per connection.
When you connect an assistant, you approve exactly which permissions it gets on a consent screen. Claude on your laptop and an agent in your editor are separate connections with separate scopes. You can start read-only and widen access later.
scopes: invoices.write reports.readIV.
You can see everything, and pull the plug.
Settings, then Developer: every connected assistant is listed there. Revoke one and it is out, immediately, with no cleanup required on your side.
revoked · 14:32 · access ended ✗The result is boring on purpose. The worst an agent can do in PulseBooks is create work you can see, void, and trace. That is the standard your books deserved all along.
Real books, treated like real books.
THE APP ITSELF
Still a pleasure to open yourself.
Some days you want to look at the numbers with your own eyes. PulseBooks was a full bookkeeping app before any agent could touch it, and it still behaves like one.
The dashboard is live. Cash position, open invoices, aging, goals against actuals, all current the moment you open it, whether the last entry came from you or from your assistant an hour ago.
It reads like a financial journal, not a terminal. Warm cream paper, serif headlines, numbers set so columns actually line up. Dark mode included, calibrated rather than inverted, for the late invoicing session.
- Real-time P&L and cash flow
- Revenue goals and budgets
- Team roles, incl. accountant
- Peppol/UBL e-invoicing
- Dark mode for the late nights
You'll still open the app. The difference is that you'll open it to look, not to type.
Net profit
$4,120.50
GETTING STARTED
Three steps, one consent screen.
No SDK, no API keys in a drawer somewhere. PulseBooks speaks MCP, the open standard your assistant already understands.
01
Add PulseBooks in your assistant.
In Claude, ChatGPT, Cursor, or any MCP client, add PulseBooks as a connector. One address, found in Settings, then Developer.
https://pulsebooks.app/api/mcp
02
Approve what it may do.
You'll land on a PulseBooks consent screen. Grant the scopes you're comfortable with. You can start read-only and widen access later.
☑ invoices · ☑ expenses · ☐ settings
03
Ask for something.
"What's overdue?" is a good first question. "Close out July" is a good tenth. So is handing it a photo of a receipt.
"What's overdue?"
Each assistant is its own connection with its own scopes, listed in Settings and revocable at any time.
PRICING
Three plans, no meter running.
Flat monthly pricing. Agent access is part of the product, not an add-on tier.
Free
$0
MCP included.
Real bookkeeping for a business that's just starting: income and expenses, invoicing with the client portal, reports, and agent access. Not a trial.
Most popular
Pro
$19/mo
MCP included. Unlimited everything else.
Everything in Free, plus the full back office: agreements, bank import and reconciliation, fixed assets, recurring billing, goals and budgets.
Business
$39/mo
MCP included. Unlimited team, Peppol.
Everything in Pro, plus unlimited team members with roles for your accountant and staff, and Peppol e-invoicing for EU clients.
No credit card to start. Upgrade when the free plan stops being enough, not when a trial timer says so.
ONE LAST THING
Go back to the workyou actually bill for.
You didn't start a business to type invoice numbers into a form. Somewhere along the way, evenings started disappearing into admin anyway.
PulseBooks gives that time back. The assistant you already talk to all day can now draft the agreement and invoice, file the receipt, and square the bank, in books you can open any time and hand to your accountant without apologising.
Start on the free plan. Connect your assistant, or don't, at first. Either way, the books get kept.
Free plan, no credit card. Set up in minutes, or ask your assistant to do it.The next receipt in your pocket could be the last one you type in by hand.