What is Puls Project?
Puls Project is a financial management tool for small and medium-sized businesses, focusing on real-time cash flow management. It helps users monitor finances and integrate multiple bank accounts on one platform, allowing businesses to forecast future liquidity and spot potential cash flow gaps.
How can Puls Project be useful for business owners?
Real-time cash flow tracking: Puls provides live updates on cash flow across multiple bank accounts, helping business owners stay informed.
Automated financial planning: Puls enables businesses to forecast liquidity and spot potential cash gaps by tracking upcoming expenses.
Quick access to financing: Puls offers fast loans of up to €100,000, approved within hours, to cover short-term financial needs.
How can I integrate my Vivid Business with Puls Project?
Log in to Puls Project: Navigate to Account Settings in the sidebar, then click Connect Different Bank.
Search for Vivid (Banking Circle): In the search bar, enter "Vivid (Banking Circle)" to locate your bank.
Enter Vivid Business Credentials: A pop-up will appear prompting you to enter your Vivid Business email address. Click To Your Bank to proceed.
Log in to Vivid Business: You will be redirected to the Vivid Business login page. Enter your credentials to finalize the connection.
Select Accounts: Choose the Business and money accounts you wish to link, then confirm the connection by selecting Grant Access to X Accounts.
Complete the Integration: You’ll be redirected back to Puls Project. Review the account details and click Close.
Import Accounts: A pop-up will prompt you to select the accounts you'd like to import. Choose the relevant accounts and click Import to Puls.