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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

ChatDash serves as a customizable client dashboard solution specifically crafted for agencies that provide AI agents and chatbot services, allowing them to package, manage, and present their offerings as refined products for their clients. The platform empowers agencies to develop dashboards with personalized branding, including their logos, domains, and themes, where clients can interact with their AI agents, examine interaction histories, and oversee knowledge bases. For agencies working with voice or chat agents, ChatDash offers real-time integration of analytics, call or message logs, and usage metrics. Additionally, it features a built-in billing system that can automate invoicing based on usage, such as charging clients for the duration of calls. With a developer-friendly API, teams are able to create or manage agents programmatically, retrieve conversation data, embed dashboards into specific workflows, and construct custom integrations tailored to their unique needs. This comprehensive approach ensures that agencies can streamline their operations while providing a seamless experience for their clients.

Description

Dash.fi serves as the comprehensive financial operating system designed for growing enterprises, integrating features such as corporate cards, expense management, approval processes, and accounting automation into a single platform. It empowers teams with optimized spending capabilities while ensuring strict oversight of every expenditure. Companies can easily issue cards, establish spending rules, manage approval workflows, capture receipts in real-time, categorize expenses, and seamlessly sync transactions with popular accounting software like QuickBooks Online, NetSuite, Xero, or Sage Intacct. With features like merchant mapping, chart-of-accounts synchronization, and two-way ERP integration, Dash.fi guarantees that all transactions are accurately coded and recorded without the need for manual adjustments. Additionally, the platform leverages AI audit agents to uncover potential savings opportunities for businesses, including areas such as advertising, shipping, and AI utilization. By streamlining these financial processes, Dash.fi not only enhances efficiency but also provides valuable insights to help businesses thrive in a competitive landscape.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Gmail
Google Calendar
HubSpot CRM
Make
NetSuite
QuickBooks Online
Sage Intacct
Stripe
Twilio
Xero
Zapier

Integrations

Gmail
Google Calendar
HubSpot CRM
Make
NetSuite
QuickBooks Online
Sage Intacct
Stripe
Twilio
Xero
Zapier

Pricing Details

$200 per month
Free Trial
Free Version

Pricing Details

Free
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ChatDash

Country

United States

Website

chat-dash.com

Vendor Details

Company Name

Dash.fi

Founded

2020

Country

United States

Website

dash.fi/

Product Features

Product Features

Expense Report

Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management

Spend Management

Approval Workflow
Budgeting / Forecasting
Expense Tracking
Multi-Currency
Prepaid Cards
Procurement Management
Receipt Management
Spend Analysis
Spend Control
Supplier Management

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