Merchant mapping, chart of accounts sync, and bi‑directional ERP integration so every transaction is accurately coded and posted without manual intervention.
Works with QuickBooks Online, NetSuite, Xero, and Sage Intacct.
Coding and sync run continuously — the numbers your monthly close actually depends on.
Dash.fi connects your spend to your books automatically — so your accounting software is always up to date without anyone having to maintain it manually.
Every transaction is automatically mapped to the correct spend category based on merchant name and description. The AI learns your preferences over time, so suggestions get more accurate the longer you use it — eliminating the most repetitive coding task in finance.
Dash.fi imports your existing chart of accounts from your connected ERP and builds mapping rules automatically. Every transaction posts to the right GL code without manual intervention — and if you override a suggestion, the AI remembers for next time.
Transactions, expenses, and bills sync automatically to your connected accounting platform throughout the day. Changes made in your ERP — updated GL codes, vendor edits, new accounts — reflect back in Dash.fi on the next sync cycle.
A purpose‑built workspace for accountants and bookkeepers: full transaction visibility, reconciliation status at a glance, and filtered views by date, entity, or category. Read‑only access that never exposes card management or sensitive company settings.
When a bill arrives, Dash.fi AI reads the PDF, extracts line items, and suggests account codes for each line — before a human ever touches the bill. This cuts AP coding time dramatically and reduces the inconsistent GL allocations that pile up during busy periods.
Every transaction arrives in your accounting software fully coded, categorised, and matched to the right period. There are no batches to import, no manual journals to post, and no gaps from missing receipts — so reconciliation becomes a confirmation step rather than a week‑long project.
Coding happens continuously throughout the month as each transaction occurs — not in a frantic batch at month end. By the time the close window opens, the vast majority of transactions are already processed, reviewed, and posted. Your close shrinks from days to hours.
For businesses operating across multiple legal entities, Dash.fi separates spend by entity and syncs each entity's transactions to the corresponding company in your ERP. Each entity maintains its own chart of accounts mapping, giving you consolidated visibility with clean, separated books.
Dash AI intelligently suggests the right accounting category for every spend type — right inside the platform. You review, refine, and it improves with every correction.
Every step of the accounting cycle is handled inside Dash.fi. Employees capture receipts, AI codes transactions, accountants review, and everything syncs to your ERP without a single CSV or manual journal entry.
Step 01
Employee makes a purchase on their Dash.fi corporate or virtual card.
Step 02
Employee attaches a receipt and adds a memo directly from the Dash.fi mobile or web app.
Step 03
Dash AI instantly suggests the correct GL account and spend category based on the merchant and memo.
Step 04
The accountant or bookkeeper reviews flagged items in their dedicated view, overriding any suggestions as needed.
Step 05
Approved transactions post automatically to your ERP — fully coded, categorised, and matched to the right period.
Most finance platforms treat accountants as an afterthought — giving them the same view as an admin, or no access at all. Dash.fi's accountant role is purpose‑built: full transaction visibility, reconciliation status, and the tools they actually need — without exposing card management, limits, or sensitive company settings.
Amazon Web Services
Software & Cloud
Google Ads
Marketing
Unknown merchant
Uncategorised
Dropbox
Software & Cloud
1 item flagged for review · Export as CSV
QuickBooks Online
Small to mid‑size
NetSuite
Mid‑market to enterprise
Xero
Small to mid‑size
Sage Intacct
Mid‑market
Bi‑directional sync · Real-time · No CSV exports
Whether you are on QuickBooks Online, NetSuite, Xero, or Sage Intacct, Dash.fi connects bi‑directionally — syncing transactions, expenses, bills, vendors, and chart of accounts in real time. Spend that happens in Dash.fi appears in your books automatically. No CSV exports, no manual posting.
Everything about how Dash.fi pre‑codes transactions, syncs to your ERP in real time, and turns month‑end close into a daily background task — across QuickBooks, NetSuite, Xero, and Sage.
Dash.fi integrates bi-directionally with QuickBooks Online, NetSuite, Xero, and Sage Intacct. The integration covers transactions, expenses, bills, vendors, and chart of accounts mapping.
AI handles coding and ERP sync automatically — so your team focuses on decisions, not data entry.