Accountants and bookkeepers
Track every client’s close, chase documents, reconcile payouts and draft reports, from Slack or Microsoft Teams.
Slack Slack 
@Dash which client closes will miss their due date this month?
Checking QuickBooks, the close tracker and client records.
Three of nine closes are at risk. Here is what is blocking them.
QuickBooksClient close status Connected 
Microsoft Teams Add to Three of nine closes are at risk. Here is what is blocking them.
QuickBooksClient close status Connected Your tools. Working together.
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Dash reads the live close status for every client and names exactly what is holding each one up.
@Dash which client closes will miss their due date this month, and why?
Three closes are at risk. Two need client documents and one needs an owner. Your review list is ready.
Client close statusWhat each client still owes, drafted to how overdue it is, and every message held for your approval.
@Dash draft the document chases for anything outstanding this week and hold them.
The reminders are drafted for each client, based on what is missing and how overdue it is. Nothing sends until you approve.
Document reminders for reviewDash matches payouts against the books, flags every delta, and reports the rows it could not match.
@Dash reconcile last month's payouts against the books and flag every delta.
The payouts are matched to the books. Differences and unmatched rows are flagged for your review.
Payout reconciliationThe recurring report rebuilt from this period's real figures, keeping last period's structure and definitions.
@Dash rebuild last month's client report with this month's figures, same structure.
The report uses this month’s figures with last month’s structure and definitions. Your draft is ready.
Monthly client report