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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Dash.fi serves as the comprehensive financial operating system designed for growing enterprises, integrating features such as corporate cards, expense management, approval processes, and accounting automation into a single platform. It empowers teams with optimized spending capabilities while ensuring strict oversight of every expenditure. Companies can easily issue cards, establish spending rules, manage approval workflows, capture receipts in real-time, categorize expenses, and seamlessly sync transactions with popular accounting software like QuickBooks Online, NetSuite, Xero, or Sage Intacct. With features like merchant mapping, chart-of-accounts synchronization, and two-way ERP integration, Dash.fi guarantees that all transactions are accurately coded and recorded without the need for manual adjustments. Additionally, the platform leverages AI audit agents to uncover potential savings opportunities for businesses, including areas such as advertising, shipping, and AI utilization. By streamlining these financial processes, Dash.fi not only enhances efficiency but also provides valuable insights to help businesses thrive in a competitive landscape.

Description

EasyEXP365 Employee Expense Management streamlines the process of capturing, coding, reviewing, and approving employee expense reports, eliminating the need for expensive and complex alternatives. By leveraging Office 365 features such as SharePoint's document libraries, Power Automate workflows, and Power Apps for mobile entry, it delivers a user-friendly application that is significantly more affordable than competing options, all while maintaining essential functionality. This solution seamlessly integrates into your existing ecosystem, ensuring a cohesive user experience that maximizes the diverse capabilities of the Microsoft Power Platform. The subscription model is typically one you already possess, making it an even more accessible choice. Additionally, our EasyEXP365 app connects with your ERP system, facilitating real-time transaction creation as soon as an expense report receives approval through web services. It also allows for the assignment of credit card transactions to employees, enabling them to allocate expenses to the correct GL account while conveniently attaching receipts for documentation. Thus, EasyEXP365 not only enhances efficiency but also simplifies compliance and record-keeping for your organization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

NetSuite Yes 
QuickBooks Online Yes 
Acumatica Cloud ERP No 
Epicor CMS No 
Exact No 
MIP Cloud No 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Business Central No 
Microsoft Dynamics 365 Finance No 
Microsoft Dynamics GP No 
Microsoft Entra ID No 
Microsoft Power Apps No 
Microsoft Power Automate No 
Microsoft Power BI No 
Microsoft SharePoint No 
Microsoft Teams No 
Oracle Cloud Infrastructure No 
SQL Server No 
Xero Yes 

Integrations

NetSuite Yes 
QuickBooks Online Yes 
Acumatica Cloud ERP Yes 
Epicor CMS Yes 
Exact Yes 
MIP Cloud Yes 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Dynamics 365 Finance Yes 
Microsoft Dynamics GP Yes 
Microsoft Entra ID Yes 
Microsoft Power Apps Yes 
Microsoft Power Automate Yes 
Microsoft Power BI Yes 
Microsoft SharePoint Yes 
Microsoft Teams Yes 
Oracle Cloud Infrastructure Yes 
SQL Server Yes 
Xero No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

$1 per report
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Dash.fi

Founded

2020

Country

United States

Website

dash.fi/

Vendor Details

Company Name

DynamicPoint

Country

United States

Website

www.dynamicpoint.com/expense-reimbursement/

Product Features

Expense Report

Approval Process Control No 
Invoice Management No 
Multi-Currency No 
Receipt Management No 
Reimbursement Management No 
Spend Control No 
Time Tracking No 
Workflow Management No 

Spend Management

Approval Workflow No 
Budgeting / Forecasting No 
Expense Tracking No 
Multi-Currency No 
Prepaid Cards No 
Procurement Management No 
Receipt Management No 
Spend Analysis No 
Spend Control No 
Supplier Management No 

Product Features

Expense Report

Approval Process Control Yes 
Invoice Management No 
Multi-Currency Yes 
Receipt Management Yes 
Reimbursement Management Yes 
Spend Control Yes 
Time Tracking Yes 
Workflow Management Yes 

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