Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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