For accountants and bookkeepers
Every client's month-end close, tracked.
Closes, reconciliations and the documents clients still owe, tracked across every client at once instead of one at a time.
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Four jobs across every client at once.
01
Which closes will miss
Dash reads the live close status for every client and names exactly what is holding each one up.
02
Chase the missing documents
What each client still owes, drafted to how overdue it is, and every message held for your approval.
03
Reconcile and flag the gaps
Dash matches payouts against the books, flags every delta, and reports the rows it could not match.
04
The client report, drafted
The recurring report rebuilt from this period's real figures, keeping last period's structure and definitions.
Real workflows, rendered in Slack
Watch three of these run.
Which closes are at risk.
See Dash read the close checklist and the ledger for fourteen clients and name what is holding each one up.
Open interactive demo
Chases drafted, nothing sent.
See Dash write a chase per client pitched to how overdue it is, then hold all nine for approval.
Open interactive demo
Payouts matched to the books.
See Dash reconcile a month of Stripe payouts against QuickBooks and report the row it could not match.
Open interactive demo