DashDocs.AI
Run your business effortlessly
Just throw your business documents and receipts to our assistant in the mobile application. The AI assistant will take care of them.
The documents will end up to your accounting, and we only bother you if we absolutely need more information from you.
Feature List
Assistant Capabilities
State-of-the-Art Image Processing to straighten documents
Our state-of-the-art image processing technology automatically detects and corrects skewed documents, ensuring perfectly aligned, professional-quality files every time.
Share image / PDF to app
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History of uploaded files
Easily track all uploaded documents with detailed logs, including timestamps, file types, and user activities, ensuring transparency and streamlined file management
Chat to answer remaining questions
Generate accurate financial reports effortlessly with real-time data sync from multiple systems. Customize reports and schedule automated delivery to stay ahead of deadlines.
Bank transaction matching with PSD2 AISP
Seamlessly match transactions by leveraging PSD2-compliant Account Information Service Provider (AISP) connections. Access real-time bank data across multiple accounts to ensure fast,
2-phase authentication
Enhance your account security with 2-phase authentication, ensuring that only authorized users can access sensitive financial information. By requiring a second form of verification.
Feature List
Accounting Office Integration
- Full access to modify and adjust underlying AI-flows of customers
- Chat with mobile-app user
- Integration to mainstream Accounting Software Platforms
Seamless Integration with Financial Systems
- ERP and CRM Integration: Sync with platforms like SAP, QuickBooks, and Salesforce
- API Access: Customize your workflows through developer-friendly APIs.
- Multi-Channel Data Sync: Work with data across multiple formats and sources.
Simple Solutions
How does it work?
No jargon – keep it simple!
DashDoc.AI automation is incredibly easy because it uses everyday language and common expressions. There’s no need for complex jargon or technical knowledge. You control DashDoc.AI with simple, clear questions in your native language — the very same words a local accountant might use when talking with a customer! Our solution is zero-code.
Works in any industry – you set the context
We understand the everyday challenges of entrepreneurs and business executives. We solve this problem we faced by ourselves. Features are laserfocused to solve real problem.
Benefit from the latest AI technology
What is PSD2?
PSD2 (Payment Services Directive 2) bank integration means that third parties, such as fintech companies or other service providers, can access bank APIs to obtain authorized access to customers’ bank accounts.
This allows for automatic fetching of account transactions, making payments, and real-time monitoring of financial activity. The aim of PSD2 is to increase competition, security, and innovation in payment services.
Here are three key benefits of PSD2 integration
1. Automated Financial Data Access – Streamlines access to real-time bank transactions and account balances, reducing manual data entry and improving accuracy.
2. Improved Financial Transparency – Provides a clearer, up-to-date view of cash flow and financial status, supporting better decision-making and financial control.
Testimonials
User stories
Lisa, a busy executive at a mid-sized company, needs to manage financial reports and keep track of company expenses efficiently.
She uses our solution to easily submit receipts and financial documents directly to her accounting team. The AI asks relevant questions on the spot, ensuring no information is missing.
This gives Lisa confidence that everything is processed accurately and on time, freeing up her schedule for high-level decision-making.
Lisa
Sarah runs her own small design business. Between client meetings and project deadlines, managing receipts and invoices is time-consuming and often pushed to the last minute.
With our solution, Sarah snaps a quick photo of receipts, uploads invoices, and answers simple AI-driven questions to ensure all necessary details are captured.
This seamless process helps her stay on top of bookkeeping, so she can focus on growing her business instead of worrying about paperwork.
Sarah
Mark handles several key accounts for a growing tech firm. He’s constantly traveling and managing multiple projects, which leaves little time for admin tasks.
Our app allows him to instantly upload expense receipts and invoices from his phone, while the AI ensures all relevant information is gathered upfront.
This automated system means Mark no longer has to follow up with his accountant for missing details, keeping his accounts in perfect order without added effort.
Mark
Our Collaborators
Application your accounts love
(and you too)
Join DashDocs.AI today and take control of your financial future!
