AI finance tracker saves me hours every month

I am a small business owner. And every month, I spend hours doing bookkeeping for both our personal finances and business finances. It’s tedious to enter data manually and wrestle with data using complex Excel formulas. Thank god my wife is an Excel wizard but most people are not.

And this is a problem that is not unique to me. I heard many early users of Dash AI complain about the time they spend doing manual bookkeeping.

So I decided to expand Dash AI to include finance dashboards as well!

The technology turning email inboxes into valuable knowledge dashboards is now expanded to bank accounts and credit cards! Now with a few clicks, you can start tracking purchases like eating out, travel or entertainment and events

The Old Way: Excel Hell

• Hours spent inputting expenses

• Confusing and sensitive formulas that break with one misplaced quotation mark

• Difficulty spotting trends or getting insights

• The constant fear of making a mistake, linking improperly, and throwing everything off

The New Way: AI does 99% of the work

• Your transactions are automatically collected through statements, sorted, and categorized

• Customizable dashboards with AI support organize categories and custom labels

• Greater accuracy and less manual effort

• Consolidate all your cards and bank accounts in one place

If you are looking to automate your bookkeeping with Dash AI, send me a message and I’ll get you started in minutes.