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Average Ratings 0 Ratings

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ease
features
design
support

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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

By eliminating the need for extensive manual data entry, you can allocate more time to focus on what truly matters. The system efficiently extracts all invoice information, incorporating automatic tracking and managing inventory items among other features. With a multi-tiered approval process for expenses, teamwork can thrive even in remote settings. The transition to a paperless environment for invoice approvals and expense claims includes support for rule establishment and multiple approvers. Typically, all invoices and receipts are sent to Xero as draft bills. However, you can adjust the EzzyBills settings for the Exported Status to reflect “Awaiting Approval” or “Approved – Waiting for Payment.” For those utilizing a QuickBooks Online account that lacks bill support, such as QuickBooks Online Simple Start, uploading bills through EzzyBills will not be possible. Attempting to upload an invoice to your EzzyBills account or forwarding it to your EzzyBills email will result in an error message. The effective workaround is to handle these as Expense Receipts (i.e., Spend Money transactions), enabling seamless integration of financial data management. This innovative approach ensures that your financial processes remain efficient and organized, ultimately enhancing productivity.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

NetSuite
QuickBooks Online
Sage Intacct
Xero

Integrations

NetSuite
QuickBooks Online
Sage Intacct
Xero

Pricing Details

Free
Free Trial
Free Version

Pricing Details

$100 per user per year
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

Dash.fi

Founded

2020

Country

United States

Website

dash.fi/

Vendor Details

Company Name

EzzyBills

Country

Australia

Website

www.ezzybills.com

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

Product Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Alternatives

Ramp Reviews

Ramp

Ramp Financial

Alternatives