How Cash Pulse Works

Four steps between you and never being surprised by your bank balance again.

Step 1

Connect your bank in 30 seconds

Cash Pulse uses Plaid — the same service that powers Venmo, Robinhood, and Coinbase. Your bank credentials are never stored on our servers.

SOC 2 certified · Bank-level 256-bit encryption · Read-only access

Step 2

See every dollar, every day, 90 days out

Cash Pulse maps every recurring bill and paycheck to the exact day it hits. You’ll see a daily projection of your balance — and know exactly when danger zones are coming.

Step 3

Get alerts before danger zones hit

Push notifications warn you days before your balance drops below your safety threshold. Widget on your home screen gives you a glance-and-know view.

Step 4

Share with your partner

Both of you see the same dashboard, the same projections, the same alerts. No more "did you pay the…" texts.