> ## Documentation Index
> Fetch the complete documentation index at: https://help.dash.fi/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting started

> Get set up with Dash.fi — the corporate charge card and financial platform for scaling businesses.

Dash.fi is a corporate charge card and financial platform built for businesses that spend fast. It gives you high spend limits with net terms, unlimited virtual cards, spend management controls, bill pay, rewards, and AI-powered audit agents — all connected to your accounting platform.

## What you get

* **Corporate charge card** — unlimited virtual cards, no personal guarantee, Net-1 to Net-60 repayment terms
* **Spend management** — approval workflows, policy rules, budgets, and expense management for your whole team
* **Bill pay** — pay vendors by ACH directly from the dashboard, with approval controls
* **Rewards** — 3% cashback on ad spend, shipping, and AI services; 2% on everything else
* **Accounting integration** — live sync to QuickBooks, Xero, or NetSuite; AI-assisted transaction coding
* **Audit agents** — Shipping, Advertising, and AI Token agents that monitor spend and recover overcharges automatically

## Application steps

Getting approved involves five steps, completed entirely online. Most applicants finish in a single session.

<Steps>
  <Step title="Qualification">
    Confirm whether your company is a US-registered entity. International companies with a US domestic entity and EIN can also qualify.
  </Step>

  <Step title="Business details">
    Provide your company's legal name, operating address, EIN, website, and estimated monthly spend. This information is used for KYB (Know Your Business) review.
  </Step>

  <Step title="Identity verification">
    Verify the identity of the account administrator and any beneficial owners using government-issued ID documents. Dash.fi follows KYC (Know Your Customer) standards.
  </Step>

  <Step title="Terms and conditions">
    Review and accept the Dash.fi cardholder agreement and account terms.
  </Step>

  <Step title="Finalize application">
    Connect your bank account via Plaid and add any additional beneficial owners or controlling officers required for your entity type. Once submitted, the Dash.fi team reviews your application and sets your spend limit and net terms.
  </Step>
</Steps>

If you run into any issues during onboarding, contact [support@dash.fi](mailto:support@dash.fi).
