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
Zil Money's Virtual Card Maker enables businesses to effortlessly generate virtual Visa cards for various purposes such as vendors, employees, subscriptions, and payroll, all managed from a single dashboard. Users can fund a wallet, select a card type, and establish spending parameters before the card is utilized. It allows for customizable spend limits on a per transaction, daily, monthly, or yearly basis. Furthermore, businesses have the option to restrict card usage to specific merchants, geographical locations, or designated timeframes, ensuring that every transaction adheres to these predefined rules to prevent overspending. Whether virtual or physical, cards can easily integrate with Apple Wallet or Google Wallet, and businesses can issue any number of cards through simple Excel uploads or via the API. Additionally, the platform features AI-driven receipt capture and offers exportable reports, keeping financial records primed for audits. Zil Money operates as a financial technology company, distinct from traditional banking, with banking services provided by a partner institution that is a Member of the FDIC. The FDIC insurance is applicable solely to qualifying products linked to accounts held at the partner bank, adhering to specific limits and regulations, which further underscores the importance of understanding the conditions of fund protection.
API Access
Has API
No
API Access
Has API
No
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
No price information available.
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
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
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
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Dash.fi
Founded
2020
Country
United States
Website
dash.fi/
Vendor Details
Company Name
Zil Money
Founded
2018
Country
United States
Website
virtualcardmaker.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