Products

The Products page (Company → Products) lets administrators turn Dash.fi capabilities on or off for everyone in the organisation. Changes take effect immediately — there’s no per-user rollout. Only users with the Administrator role can access this page.

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Products

Each product row shows a status pill:

• Enabled — the product is live for your whole team
• Setup required — enabled but needs additional configuration (Accounting only, until you connect an ERP)
• Not enabled — the product is off

Click any product row to open its detail page, which shows what the product does, its pricing, configuration details, and any related policy links.

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Turn a product on

1. Go to Company → Products.
2. Find the product and click Set up.
3. On the detail page, click Enable [Product name].

The product turns on immediately for every team member. No page refresh needed. Accounting note: After enabling Accounting, the status shows Setup required until you connect QuickBooks Online, QuickBooks Desktop, NetSuite, or Xero. Go to Settings → Integrations (or click Connect platform from the Accounting product row) to add the connection.

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Turn a product off

1. Go to Company → Products and click the product row.
2. On the detail page, click Turn off.
3. A confirmation dialog shows what will happen. Review the consequences carefully — items highlighted in red are destructive and can’t be undone.
4. If any consequence is destructive, type the product’s name exactly to unlock the Turn off button.
5. Click Turn off [Product name] to confirm.

Turning a product back on restores access but doesn’t undo any data that was removed (such as a cancelled payment or a cleared approval queue).

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Corporate Card

Scales with your business and earns up to 3% cashback. Credit that scales with your business — limits grow with your performance and spend earns cashback as part of your rewards proposal. Issue unlimited virtual cards with their own spend limits and geography rules, instantly. Corporate Card is always on for every customer. There’s no toggle, and it can’t be disabled.

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Pricing

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Policy links

Card request approvals — configure who can approve new card requests at Company → Policy → Card request approvals.

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Accounting

A dedicated workspace for accountants and bookkeepers. A dedicated place for accountants and bookkeepers to review, code, and sync card expenses. Your finance team gets their own view — coded transactions, reconciliation status, and CSV export, synced to QuickBooks Online, QuickBooks Desktop, NetSuite, or Xero — without card management or company settings.

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What enabling does

• Opens a dedicated Accounting view for accountants and bookkeepers to manage, review, and code card expenses, without card management or company settings.
• Lets you connect QuickBooks Online, QuickBooks Desktop, NetSuite, or Xero. Your chart of accounts imports automatically.
• AI merchant mapping suggests the right GL code for each card expense; corrections train the model for next time.
• Coded card expenses sync to your ERP continuously, so your ledger stays current without a month-end batch.

After enabling, go to Settings → Integrations to connect your accounting platform. The product shows Setup required until a connection is made.

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Pricing

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What disabling does

Disabling Accounting is destructive. The confirmation dialog requires you to type Accounting exactly before proceeding.

• The connection to your ERP is revoked. Continuous sync stops immediately.
• In-flight sync of pending records is cancelled. Coded-but-unsynced card expenses accumulate in Dash.fi until re-enabled.
• Already-synced records remain in your ledger untouched.

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Expense Management

Every expense, coded before it reaches you. Expense capture that runs itself. The moment a card is charged, the cardholder is prompted for a receipt. Merchant, amount, coding, and policy checks happen automatically, then each expense routes to the right manager for approval and on to your accountant.

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What enabling does

• Active immediately. Every card charge from the moment you switch it on is captured for coding.
• The cardholder is notified the moment a charge posts — by email or push depending on their channel — and attaches a receipt in a tap from iOS, Android, or the web.
• AI codes each transaction to a chart-of-accounts category and GL code based on the merchant; suggestions improve as your team accepts or overrides them.
• Policy violations are flagged at submission, before they reach an approver, so finance reviews exceptions rather than every line.
• Approval rules route each expense to the right manager — by amount, category, or team — so spend is reviewed before it posts. Set thresholds once and the workflow runs itself.

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Pricing

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What disabling does

Disabling Expense Management is destructive. The confirmation dialog requires you to type Expense Management exactly before proceeding.

• Existing expenses are kept — nothing is deleted.
• Card transactions continue to post.
• Employees and staff stop coding their own transactions and uploading receipts. Your accountant or bookkeeper can still code expenses, just without that help.
• Expenses no longer go through employee policy checks or approval workflows.

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Policy links

• Expense approvals — configure who approves card transactions at Company → Policy → Expense approvals.
• Expense requirements — set memo, receipt, and coding requirements at Company → Policy → Expense requirements.

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Bill Pay

Vendor invoices, captured, coded, and paid. End-to-end accounts payable. Upload an invoice and OCR extracts every field, then AI codes the line items to your chart of accounts. Each bill runs through your approval workflow before it pays by ACH, virtual card, or a 30, 60, or 90 day cash advance. Vendors receive remittance on every payment.

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What enabling does

• Available to every customer that has completed Dash.fi’s KYB and KYC approval. Turn it on and it’s live right away with no separate verification.
• Upload invoices as PDFs in the Bill Pay queue and OCR extracts vendor, amount, line items, and due date in seconds. The Bill Pay tab appears for Administrators, Bookkeepers, Accountants, and AP Clerks.
• AI codes each bill’s line items to your chart of accounts and GL codes; corrections train the model for next time.
• Every bill runs through an approval workflow before any money moves. Route by amount, vendor, or team, then set the rules once so each bill reaches the right approver.
• Pay by ACH, virtual card, or a 30, 60, or 90 day cash advance — chosen per vendor or per bill. Remittance advice is emailed to the vendor on every payment.

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Pricing

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What disabling does

Disabling Bill Pay is destructive. The confirmation dialog requires you to type Bill Pay exactly before proceeding.

• Existing bills, payment history, and remittance records are kept. Nothing is deleted.
• Bills already paid are unaffected.
• Scheduled payments that haven’t sent yet are cancelled.
• Pending bill approvals stop routing and are cleared.
• The Bill Pay tab is hidden for your team. No new invoices can be uploaded or payments scheduled until re-enabled.

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Policy links

Bill Pay approvals — configure who approves bills before they’re paid at Company → Policy → Bill Pay approvals.