Dash

For operations teams

Take the busywork off your plate.

Reports, reconciliations, SOPs, vendor evals. Dash does the cross-tool work so you can run the company.

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Connects to all the tools you use

Salesforce logoHubSpot logoStripe logoQuickBooks logoNetSuite logoBill.com logoAirtable logoNotion logoGoogle Sheets logoSlack logoGong logoJira logo

Four ways Dash earns its keep.

01

Cross-tool data pulls and reports

Dash joins data across Salesforce, Stripe, QuickBooks, and Google Sheets. Posts the weekly ops read in #ops with charts and a summary.

SalesforceStripeQuickBooksGoogle SheetsHubSpot
Try: @Dash build me a weekly revenue ops report. Bookings, churn, NRR, top 5 stuck deals.

02

Invoice reconciliation and close support

Dash reconciles Stripe payouts against your books. Flags every delta. Drafts the journal entries. Closes faster.

StripeQuickBooksXeroNetSuiteBill.com
Try: @Dash reconcile October Stripe payouts against QuickBooks. Flag deltas above $50.

03

Vendor evaluations and procurement

Dash researches vendors, scores them on your criteria, drafts the comparison memo, and reminds you of contract renewals before they auto-renew.

NotionAirtableGmailDocuSignCalendar
Try: @Dash evaluate three CRMs against our scorecard. Output a one-page memo with a recommendation.

04

SOP writing and process docs

Dash reads the relevant channels and call recordings, turns them into a clean SOP, and posts it for review.

NotionSlackGongConfluenceGoogle Docs
Try: @Dash write an onboarding SOP for new AMs based on what we have in #cs-onboarding.

Stop running
the spreadsheet.
Run the company.