Dash demos by industry
AI for accounting and bookkeeping
Dash is an AI teammate for accounting and bookkeeping practices that works inside Slack and Microsoft Teams. It reads the close checklist, the ledger and the practice inbox across every client at once, then answers which closes are at risk and what is actually holding each one up, rather than returning a status board somebody still has to interpret.
These demos cover the work a practice repeats every month: chasing documents clients still owe, reconciling payouts against the books, and rebuilding the recurring client report. Nothing is sent to a client without an explicit approval in the thread.
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#month-end Check which client closes will miss the date A bookkeeping practice running fourteen client closes at once asks which ones will miss their filing date. Dash reads the close checklist, the ledger and the shared inbox for every client, then names the blocker on each one rather than returning a status board the team still has to interpret. View the conversation
#month-end Draft client document chases for approval Chasing outstanding paperwork across a client book is repetitive and easy to postpone. Dash reads what each client still owes, drafts a message pitched to how overdue each one is and who last replied, and holds every draft in the thread until a person approves it. Dash sends nothing on its own. View the conversation
#month-end Reconcile Stripe payouts against QuickBooks A month of card payouts rarely lines up cleanly with the books. Dash matches every Stripe payout against the QuickBooks ledger, explains each difference by cause rather than listing it, and reports the rows it could not match instead of forcing them into a category to make the total balance. View the conversation