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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

Vergo is an AI-enhanced, cloud-based financial platform designed for construction firms to automate their project accounting processes effortlessly. It achieves this by capturing and categorizing credit card transactions, receipts, and expenses in real-time while automatically matching receipts to corporate card transactions. The platform streamlines accounts payable invoice entry and approval workflows, syncing all spending data directly with prominent construction ERP systems such as Viewpoint Spectrum & Vista, Foundation, Sage, Acumatica, and QuickBooks, allowing teams to expedite their financial closing processes and minimize manual efforts. Additionally, it offers features like mobile receipt capture, AI-driven customizable job cost tagging, approval routing, and duplicate detection. With real-time analytics on project expenditures and billing discrepancies, Vergo provides configurable controls to mitigate data entry mistakes, ensuring that both field and office staff have an easy-to-use interface for tracking transactions, managing reimbursements, and obtaining meaningful financial insights. This comprehensive solution ultimately empowers construction businesses to enhance efficiency and make informed financial decisions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

NetSuite Yes 
QuickBooks Online Yes 
Sage Intacct Yes 
Xero Yes 
BQE CORE No 
Blackbaud Financial Edge NXT No 
Brightpearl No 
Deltek Ajera No 
IFS No 
JOBPOWER No 
Microsoft Dynamics 365 No 
Microsoft Dynamics GP No 
Multiview ERP No 
Oracle Fusion Cloud ERP No 
Oracle Integration Cloud No 
Premier Construction Software No 
SAP Business ByDesign No 
SAP Cloud Platform No 
Viewpoint Spectrum No 
Viewpoint Vista No 

Integrations

NetSuite Yes 
QuickBooks Online Yes 
Sage Intacct Yes 
Xero Yes 
BQE CORE Yes 
Blackbaud Financial Edge NXT Yes 
Brightpearl Yes 
Deltek Ajera Yes 
IFS Yes 
JOBPOWER Yes 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics GP Yes 
Multiview ERP Yes 
Oracle Fusion Cloud ERP Yes 
Oracle Integration Cloud Yes 
Premier Construction Software Yes 
SAP Business ByDesign Yes 
SAP Cloud Platform Yes 
Viewpoint Spectrum Yes 
Viewpoint Vista Yes 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

$5 per month
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 Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

Business Hours No 
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 No 

Vendor Details

Company Name

Dash.fi

Founded

2020

Country

United States

Website

dash.fi/

Vendor Details

Company Name

Vergo

Founded

2021

Country

United States

Website

www.getvergo.com

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

Construction Accounting

Accounts Payable No 
Accounts Receivable No 
Billing & Invoicing No 
Budgeting & Forecasting No 
Cash Management No 
Construction Breakdowns No 
General Ledger No 
Job Costing No 
Overrun Projections No 
Payroll Management No 
Purchase Order Management No 
Quotes / Estimates No 

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