Pulse lets professional firms collect invoices and retainers by text-to-pay, take payments over the phone, and bill recurring engagements — with staff never handling a client’s card number.
Chasing invoices and retainers ties up billable time.
Taking card details over the phone means staff keying numbers — a PCI risk.
Recurring engagements and payment plans are billed manually.
Send invoices with a secure pay link; clients tap to pay from their phone, no login required.
Collect retainers and deposits over the phone by keypad — staff never see or key the card.
Bill monthly retainers and payment plans automatically on a securely vaulted method.
A self-service page where clients view balances and pay, under your firm’s brand.
An AI text or voice agent follows up on outstanding invoices automatically, so you stop chasing.
PCI DSS Level 1 and tokenized — card data never touches your front desk or staff.
See pay-by-phone & text-to-pay, the payments product, or the PCI DSS Level 1 security model.
Pulse attaches a secure pay link to your invoice by text or email. The client taps it and pays on a tokenized page with no login, so invoices get paid in minutes instead of weeks.
Yes. Clients enter card details by keypad straight into the gateway; staff never see or key the number, keeping card data out of your PCI scope.
Yes. Monthly retainers and installment plans can be billed automatically on a securely vaulted method.
Payments run on PCI DSS Level 1 rails with tokenized vaulting, so raw card numbers never touch your staff or systems.
Pulse is vendor-agnostic and layers onto the systems and phones you already use.
Book a walkthrough and we’ll show text, phone, and portal payments on your setup.