Related Products
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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.
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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.
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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
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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
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Audience
Finance teams at high-spend digital brands that need tighter expense control and automated recovery of advertising, shipping, and AI overcharges
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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.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
Free
Free Version
Supported
Free Trial
Not Supported
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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
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationDash.fi
Founded: 2020
United States
dash.fi/
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Company InformationDashViz
dashviz.ai/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
NetSuite
Supported
QuickBooks Online
Supported
Sage Intacct
Supported
Xero
Supported
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Integrations
NetSuite
Not Supported
QuickBooks Online
Not Supported
Sage Intacct
Not Supported
Xero
Not Supported
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