Pre-built report templates
Volume trends, chargeback analysis, residual statements, agent performance, application funnel — start from a template, customize from there.
Reports
The reports you actually need.
Pull any cut of your portfolio — by agent, MCC, processor, period — save it as a template, and schedule delivery to whoever needs it.
What's inside
Built for the way ISOs actually work.
Custom report builder
Pick fields, add filters, set groupings, choose visualizations. Build a report once, save it, run it on demand or on a schedule.
Scheduled delivery
Daily, weekly, monthly — on the hour. Reports email out as PDF, CSV, or Excel attachments to the people who need them.
Smart filters
Filter by date range, agent, processor, MCC, status, risk score, or any custom field. Save filter sets as named segments.
CSV / Excel / PDF export
One-click export in any format your team uses. Reports keep formulas, formatting, and branding intact.
Email distribution lists
Maintain recipient lists by role — agents get their own residual statements, directors get team rollups, owners get the whole picture.
Why ISOs choose Pulse
Faster operations, fewer errors, better margins.
Stop building reports by hand
Replace monthly Excel exports and pivot tables with reports that update themselves and ship on schedule.
Right report, right person, right time
Agents see their own numbers. Directors see their teams. Owners see the whole book. All driven by one report config.
No more "can you send me last month's..."
When the question gets asked weekly, schedule it weekly. Reports answer themselves while your team works on growth.
Data stays in sync
Every report runs against live Pulse data. No exports to merge, no stale snapshots to apologize for.
Closed release · now taking applications
Stop chasing residuals in spreadsheets.
Boarding in minutes. Residuals that reconcile themselves. A platform that actually understands the way your team operates.
Invite-only cohort · Hand-picked for the closed release
PCI DSS compliantSOC 2 Type II99.9% uptimeMulti-processor