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What is DashViz?

DashViz is a cloud-based business intelligence platform specifically designed for small and medium-sized businesses. It enables users to easily upload data in CSV or Excel formats, assess suggested business labels for their columns, and leverage the validated data to create detailed dashboards that include charts, KPI cards, tables, filters, and time controls. The software features an integrated AI chat function, allowing users to ask simple questions about their data, with responses that may include explanations, visuals, tables, or metric cards, while also supporting follow-up inquiries to maintain context within the conversation. Furthermore, users can establish threshold alerts and receive notifications via email or in-app messages, with higher-tier plans providing additional capabilities like custom dashboards, anomaly detection, and SMS alerts. DashViz is crafted to support analysis across a variety of sectors such as sales, operations, finance, services, and retail. At present, users can upload spreadsheets, and there are plans for future direct integrations with named sources. Subscription options include a 14-day trial that does not require a credit card, allowing prospective customers to experience the service without any financial risk. This flexibility and user-centric design make DashViz an attractive option for businesses eager to leverage data analytics without initial financial obligations. As such, it stands out in the crowded market of business intelligence solutions.

What is Dash.fi?

Dash.fi functions as an all-in-one financial operating system tailored for expanding businesses, consolidating essential tools such as corporate cards, expense tracking, approval workflows, and automated accounting into a unified platform. It equips teams with enhanced spending management capabilities while maintaining rigorous control over all financial outflows. Organizations can swiftly issue cards, set spending parameters, oversee approval processes, capture receipts instantaneously, categorize expenses, and integrate transactions effortlessly with widely used accounting solutions like QuickBooks Online, NetSuite, Xero, or Sage Intacct. Featuring capabilities like merchant mapping, synchronization of chart-of-accounts, and two-way integration with ERP systems, Dash.fi ensures that all transactions are meticulously coded and documented without the necessity for manual intervention. Moreover, the platform employs AI-driven audit agents to identify potential cost-saving opportunities across various sectors, including advertising, shipping, and artificial intelligence applications. In doing so, Dash.fi not only simplifies financial operations but also delivers critical insights that enable businesses to excel in a competitive market. Its holistic approach to financial management paves the way for smarter decision-making and fosters sustainable growth for enterprises looking to optimize their financial strategies.

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No images available

Media

Integrations Supported

Integrations Supported

NetSuite
QuickBooks Online
Sage Intacct
Xero

API Availability

Has API

API Availability

Pricing Information

$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 Offered?

Pricing Information

Free
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Not specified

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

DashViz

Company Website

dashviz.ai/

Company Facts

Organization Name

Dash.fi

Date Founded

2020

Company Location

United States

Company Website

dash.fi/

Categories and Features

Business Intelligence

Not specified

Categories and Features

Expense Report

Not specified

Finance

Not specified

Spend Management

Not specified

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