How does Plaid work with Pulse?
Plaid is the same read-only connection Venmo, Robinhood, and Chime use. Pulse never sees your password.
Can Pulse see my bank passwords?
No. Plaid handles credentials in its own vault; Pulse never receives them.
How do I cancel my Pulse subscription?
One click in Settings → Billing. No-questions-asked. You keep access until your billing period ends.
What happens after my free year ends?
Pulse converts to $19.99/mo. We email you 30 days, 7 days, and 1 day before the charge. Cancel any time.
How do I update my bank connection?
When your bank requires a password reset (every ~90 days), Plaid prompts you to re-authenticate inside Pulse.
Why hasn't my Pulse data refreshed?
99% of the time: your bank requires re-authentication. 1%: a Plaid outage or bank-side issue.
How does AI categorization work?
Claude AI reads each transaction and categorizes it into one of ~150 categories — vendor, type, recurring vs one-off.
How accurate is the cash flow forecast?
Within ~10% for businesses with stable revenue patterns. Volatile / seasonal businesses see wider bands.
What's in the weekly heads-up email?
Three things — one green (improving), one yellow (drift), one red (act). Every Monday, 60-second read.
Is there a Pulse mobile app?
No native app yet. The web dashboard is fully mobile-responsive — most owners check it on phone.