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Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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

Write a Review

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.

Description

Claude's Personal Finance feature is an AI-driven assistant created by Anthropic, designed to aid users in comprehending their financial situations through conversational interactions. This innovative platform enables individuals to securely link their bank accounts and credit cards via Plaid, facilitating the analysis of their financial data, including balances, transactions, spending habits, and upcoming payments. Users can inquire about their expenses, track spending trends over time, pinpoint recurring charges, and estimate their remaining funds after accounting for scheduled bills. Additionally, Claude has the ability to identify potentially suspicious transactions, duplicate payments, unexpected fees, and any increases in recurring expenses. Its robust reporting features include customizable spending graphs, payment calendars, comprehensive financial dashboards, and clarifications on financial terms. The Personal Finance functionality in Claude ensures that users have read-only access to their linked accounts and is currently being introduced in beta to subscribers in the United States who are on the Claude Pro, Max, and Ultra plans. As it continues to evolve, this tool aims to enhance financial literacy and empower users to make informed financial decisions.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

Model Context Protocol (MCP) No 
Plaid No 
Slack No 

Integrations

Model Context Protocol (MCP) Yes 
Plaid Yes 
Slack 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 

Pricing Details

$0
Claude offers a Free plan at $0. Pro is $17 per month with annual billing ($200 billed upfront) or $20 month to month. Personal Finance is rolling out in beta in the U.S. to eligible Pro, Max, and Ultra subscribers, with no separate feature price stated. Usage limits apply; taxes may apply.
Free Trial No 
Free Version Yes 

Deployment

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

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

DashViz

Website

dashviz.ai/

Vendor Details

Company Name

Anthropic

Founded

2021

Country

United States

Website

claude.com

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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