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About

Dash.fi is the financial OS for scaling businesses, bringing corporate cards, spend management, approval workflows, expenses, accounting automation, bill pay, vendor management, financial accounts, rewards, and AI audit agents into one account. More than a card, it gives teams the right spending power while maintaining precise controls over every dollar. Businesses can issue cards, set rules, route approvals, capture receipts, code expenses as they happen, and synchronize transactions with QuickBooks Online, NetSuite, Xero, or Sage Intacct. Merchant mapping, chart-of-accounts synchronization, and bidirectional ERP integration help ensure every transaction is accurately coded and posted without manual intervention. Dash.fi also uses AI audit agents to find money businesses may be losing across advertising, shipping, and AI usage.

About

DashViz is a cloud business intelligence application for small and midsize businesses. Users upload CSV or Excel files, review suggested business labels for their columns, and use the confirmed data to create dashboards with charts, KPI cards, tables, filters, and time controls. An AI chat lets users ask plain-language questions about their data and returns explanations, charts, tables, or metric cards, with follow-up questions supported by conversation context. Users can configure threshold alerts and receive email or in-app notifications; higher plans add custom dashboards, anomaly detection, and SMS alerts. DashViz supports reviews across sales, operations, finance, services, and retail. Spreadsheet uploads are available today, while named direct integrations are described as planned. Subscription plans include a 14-day trial that requires no credit card.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Finance teams at high-spend digital brands that need tighter expense control and automated recovery of advertising, shipping, and AI overcharges

Audience

Owners and managers of small and medium-sized businesses in any industry who want clear answers from their own business data without hiring a data team.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

Free
Free Version Supported
Free Trial Not Supported

Pricing

$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 Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Dash.fi
Founded: 2020
United States
dash.fi/

Company Information

DashViz
dashviz.ai/

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Categories

Expense Report Supported
Finance Supported
Spend Management Supported

Categories

Integrations

NetSuite Supported
QuickBooks Online Supported
Sage Intacct Supported
Xero Supported

Integrations

NetSuite Not Supported
QuickBooks Online Not Supported
Sage Intacct Not Supported
Xero Not Supported
Claim Dash.fi and update features and information
Claim Dash.fi and update features and information
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Claim DashViz and update features and information