Know how your business is going, every week.
A weekly snapshot, a plain-English monthly health report, a live KPI dashboard and early warnings when something drifts. Your numbers pulled together automatically, with a human reading them for you.
Start with the AI health check: we map your tools, gaps and quick wins, and the cost is credited against your build.
Running the business on gut feel and month-end surprises?
- You find out cash is tight when the bills arrive, not weeks earlier.
- Sales, accounts and operations live in different tools that never talk.
- You know you should look at the numbers weekly, but there’s never time.
What changes
- See problems early: Overdue invoices, slipping pipeline and upcoming renewals flagged before they bite.
- Decide with confidence: A plain-English read of what changed and why, so decisions take minutes, not a weekend in spreadsheets.
- Cut wasted spend: A subscription and expense audit that finds unused and overlapping tools.
What’s included
- Weekly snapshot: The handful of numbers that matter, in your inbox every Monday.
- Monthly health report: What changed, why it matters and what to look at next, in plain English.
- KPI dashboard: One live view across your accounting, sales and operations tools.
- Risk flags: Alerts when cash, pipeline or delivery move outside the range you set.
- Quarterly review: A session with us to look at trends and decide what to change.
Who it suits
- You find out about problems at month end, not when they start.
- Your numbers live in five tools and nobody joins them up.
- You want a regular, honest read on the business without hiring an analyst.
How it works
- Health check: We look at your tools, your numbers and what you want to watch.
- Connect: Your accounting, sales and operations sources are linked into one dashboard.
- Report: Weekly snapshots and a monthly health report start arriving, reviewed by a person.
- Review: Every quarter we sit down together to look at trends and decide what to change.
Frequently asked questions
Which systems does Business Pulse connect to?
Common sources include Xero, MYOB, QuickBooks, HubSpot, Salesforce, Shopify, Google Analytics and spreadsheets. We confirm your sources during the health check.
Who reads the reports?
Reports are generated automatically and reviewed by a person at Octivo before they reach you.
Is this the same as the AI health check?
No. The AI health check is the one-off diagnosis every client starts with. Business Pulse is an ongoing package that keeps watching your numbers.
How quickly will we see the first report?
Once your sources are connected during the build, the first weekly snapshot usually arrives within the following week.
Can we choose daily, weekly or monthly updates?
Yes. Snapshots can be daily, weekly or fortnightly, alongside the monthly health report.
Does it include our other Octivo packages?
Yes. Business Pulse can pull results from any other packages you run with us, so you see everything in one place.