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Featured guides
Getting Started
Account requirements, application, and bank connection
Cards
Create, manage, and troubleshoot cards and transactions
Spend Management
Approval workflows, policy rules, budgets, and expense management
All guides
Cards
Create and manage virtual cards, view transactions, and resolve declines
Mobile App
Cards, transactions, expenses, and approvals from your iPhone or Android
Spend Management
Approval workflows, policy rules, budgets, and expense management
Payments
Financial accounts, cash advance, Dash Cash, and ACH Auto-Pay
Bill Pay
Create and approve vendor bills, pay via ACH, card, or cash advance
Vendors
Manage your vendor directory, payment methods, and ERP mappings
Rewards
Earn 3% on ad spend, shipping, and AI — 2% on everything else
Accounting
Connect QuickBooks, Xero, or NetSuite for live transaction sync
Meta Ads
Add your card, set up AutoPay, and manage billing thresholds
Advertising Agent
Audit ad traffic, detect fraud, and recover overcharges and credits
Shipping Agent
Audit carrier spend, recover overcharges, and negotiate rates
AI Token Agent
Monitor AI and LLM spend, detect waste, and recover overcharges
Account
Sign in, two-factor authentication, user roles, and team management
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Popular starting points from the Help Center
Account requirements and eligibility
Learn what you need to open a Dash.fi account and qualify for a spend limit.
Create and configure cards
Create virtual cards with custom limits, categories, and cardholders.
Connect your accounting platform
Connect QuickBooks, Xero, or NetSuite for automatic card transaction sync to your GL.
Set up approval workflows
Gate card requests, bill payments, and vendor changes behind a configurable review process.