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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

PEX is the only vertically-integrated full-stack payment platform that's built from the ground up to streamline spending and expense management, grant program funds disbursement, and rewards card management. PEX is a corporate card alternative that offers physical, digital, or virtual prepaid cards. All connected via an intuitive web, mobile, or API-driven platform. The leading platform for business prepaid cards makes it easier to manage expenses. You can distribute cards, manage to spend and eliminate archaic reimbursements. Real-time reporting is available. This innovative solution is ideal for all fund disbursement programs. It can be used by a non-profit to distribute grant funds via reloadable card or a business to create a rewards program. PEX provides physical, digital, and virtual cards for customer and employee rewards, incentives to drive loyalty and a platform to manage distribution and gather insights.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Xero Yes 
Blackbaud CRM No 
Citus No 
Emburse Expense Professional No 
Emburse Nexonia No 
Expensify No 
Microsoft Excel No 
NetSuite Yes 
Pushpay No 
QuickBooks Online Advanced No 
Sage Intacct Yes 

Integrations

QuickBooks Online Yes 
Xero Yes 
Blackbaud CRM Yes 
Citus Yes 
Emburse Expense Professional Yes 
Emburse Nexonia Yes 
Expensify Yes 
Microsoft Excel Yes 
NetSuite No 
Pushpay Yes 
QuickBooks Online Advanced Yes 
Sage Intacct No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

$7.50 per month
Free Trial Yes 
Free Version Yes 

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 Yes 
iPad App Yes 
Android App Yes 
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

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) Yes 
In Person No 

Vendor Details

Company Name

Dash.fi

Founded

2020

Country

United States

Website

dash.fi/

Vendor Details

Company Name

Prepaid Expense Card Solutions

Founded

2006

Country

United States

Website

www.pexcard.com

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

Church Accounting

Accounts Payable Yes 
Accounts Receivable No 
Asset Management No 
Bank Reconciliation Yes 
Budgeting & Forecasting Yes 
Donation Management No 
Fund Accounting No 
General Ledger No 
Payroll Management No 

Expense Report

Approval Process Control Yes 
Invoice Management No 
Multi-Currency No 
Receipt Management Yes 
Reimbursement Management No 
Spend Control Yes 
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 

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