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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

DashViz is a cloud-based business intelligence solution tailored for small and medium-sized enterprises. Users can easily upload their data in CSV or Excel formats, examine proposed business labels for their columns, and utilize the validated information to build comprehensive dashboards featuring charts, KPI cards, tables, filters, and time controls. An integrated AI chat function allows users to pose straightforward inquiries regarding their data, providing responses that include explanations, charts, tables, or metric cards, and it accommodates follow-up questions by maintaining conversation context. Additionally, users have the option to set up threshold alerts and receive notifications via email or in-app messages, while higher-tier plans offer enhanced features such as custom dashboards, anomaly detection, and SMS alerts. DashViz is designed to facilitate reviews across various sectors, including sales, operations, finance, services, and retail. Currently, users can upload spreadsheets, with plans for named direct integrations slated for the future. Subscription options feature a 14-day trial period that does not necessitate a credit card, allowing potential customers to explore the service risk-free. This flexibility makes DashViz an appealing choice for businesses looking to harness the power of data without upfront commitments.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

No images available

Integrations

NetSuite Yes 
QuickBooks Online Yes 
Sage Intacct Yes 
Xero Yes 

Integrations

NetSuite No 
QuickBooks Online No 
Sage Intacct No 
Xero No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

$149/month
Starter is $149 per month; Pro is $299 per month. Enterprise pricing is custom. The 14-day trial costs $0, has trial-sized usage caps, and requires no credit card.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Dash.fi

Founded

2020

Country

United States

Website

dash.fi/

Vendor Details

Company Name

DashViz

Website

dashviz.ai/

Product Features

Expense Report

Approval Process Control No 
Invoice Management No 
Multi-Currency No 
Receipt Management No 
Reimbursement Management No 
Spend Control No 
Time Tracking No 
Workflow Management No 

Spend Management

Approval Workflow No 
Budgeting / Forecasting No 
Expense Tracking No 
Multi-Currency No 
Prepaid Cards No 
Procurement Management No 
Receipt Management No 
Spend Analysis No 
Spend Control No 
Supplier Management No 

Product Features

Business Intelligence

Ad Hoc Reports No 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard No 
Data Analysis No 
Key Performance Indicators No 
Natural Language Generation (NLG) No 
Performance Metrics No 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics No 

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