How Cost Pulse AI works — end to end

Cost Pulse AI is built around Business Logs — small, structured entries that describe your day as a CEO. Together they become your business memory, which the AI Copilot uses to answer questions and generate CFO-grade reports.

There are four log types:

• CEO Diary — decisions, thoughts, moods.
• Business Planner — plans and their outcomes.
• Schedule — meetings, deadlines, calls.
• Financial entries — revenue, expenses, payroll, subscriptions, assets.

Every entry earns you XP and moves your 8-axis CEO Scorecard.

Open the sidebar → CEO Diary. Write a short entry about what you decided, what worried you, or what excited you. Pick a mood.

• Best when done daily as part of the Daily Check-in.
• Decision-flavored entries directly raise the Decision Quality axis.
• Mood trend drives the Stability axis.
• Every entry counts as an active day toward Consistency.

The Planner is where you write down what you're going to do and later mark the outcome — Completed or Failed.

• Break big goals into small plans that close in days, not weeks.
• Marking Completed lifts the Execution and Product Speed axes.
• A high completed/total ratio raises Growth Leadership.
• Every Failed plan reduces Discipline by 5 — close the loop by retrying or reflecting.

Schedule holds meetings, deadlines and calls. It's the lightest of the four logs but keeps your week visible to the AI Copilot when you ask "what should I focus on this week?".

• Add items directly or via the Daily Check-in.
• Schedule entries count toward Consistency and daily XP.
• They also give context to the CFO report ("busy week, expect 2 shipped plans").

Financial entries are the fuel for cash-runway insights and the CFO report. There are five kinds: Revenue, Expense, Payroll, Subscription, Asset.

• Type the entry in seconds — no bank sync, no accounting setup.
• Bulk import is supported. Use Financial entries → Import to bring in CSV / QuickBooks / receipt exports.
• Revenue entries directly raise Growth Leadership and Cash Management.
• Revenue ≥ 1.5× expenses pushes Discipline above 90.
• Runway ≥ 12 months pushes Cash Management to 95.

The Statistics page turns raw entries into charts and totals.

• Revenue vs. Expenses over time.
• Cash runway (current / best / worst).
• Monthly burn and category breakdown.
• Plan completion rate, diary frequency, mood distribution.
• Revenue category and subscription drift.

Everything updates the moment you save an entry — no dashboards to build.

The CEO Scorecard rolls every log into an 8-axis score and a CEO Level (L1 → L20).

The 8 axes are:

• Execution — plan completion rate.
• Cash Management — runway and revenue vs. burn.
• Decision Quality — diary decisions + plan outcomes.
• Growth Leadership — revenue entries + positive plans.
• Consistency — active days out of 30.
• Product Speed — how fast plans close.
• Stability — mood profile from diary.
• Discipline — revenue/expense ratio and failed plans.

On the Scorecard page, click the ⓘ info button next to any axis for step-by-step guidance on how to raise that specific score.

Once you have a couple weeks of logs, open Ask Copilot. It reads your business memory and answers questions like "should I hire?", "is my pricing wrong?", "where is the money leaking?".

Every month you can generate a CFO-grade report with:

• Top 3 critical decisions.
• Biggest risks + hidden opportunities.
• Cash runway (current / best / worst).
• Forecast and 90-day action plan.
• Downloadable PDF for co-founders or investors.