Ask your business anything.
Across every connected system. With the context to understand the answer.
Dash AI brings your business data into one analytical environment, automatically builds context around how your company works, and lets your team refine that understanding as you go.
Analyze finance, CRM, operations, service delivery, spreadsheets, and more together.
Dash AI automatically builds context around your data, then lets your team refine what it understands.
Questions, comments, corrections, and feedback make its understanding more useful over time.
See the SQL, assumptions, sources, and methodology behind the answer.
Revenue rose $96K, but operating costs rose faster, so NOI fell $91K (−6.2%).
What would you ask if getting the answer wasn't a project?
Your biggest questions rarely live in one system. Dash AI lets you investigate across finance, operations, customers, staffing, service delivery, and everything in between.
“Occupancy is 95%. Why is this property still missing NOI by 17%?”
Compare rent collections, concessions, delinquency, turnover, maintenance, payroll, and budget performance to see where the gap is forming.
Variances show where to look closer. They don't prove why a property underperformed.
“Show me what changed at the three properties with the largest shortfalls.”
Across our entire portfolio, identify properties missing their net operating income targets over the past six months.
Compare occupancy, rent collections, concessions, delinquency, unit turnover, maintenance expenses, payroll, and budget variances.
Which properties have the largest gaps, and what changed compared with the previous six months?
For the three properties with the largest shortfalls, show where operating costs are increasing and whether the gaps are getting better or worse.
“We delivered $1.24M in services. Why have we only collected $820K?”
Follow the money from services delivered through billing, payer aging, denials, documentation, and collections.
Not-yet-billed services are shown separately. They are not counted as receivables or as a collectible amount.
Included within the $280K, not added to it: $62K denied and $41K with other documented billing issues (missing documentation, authorizations, filing deadlines).
“Which balances should my team investigate first?”
Look at all services delivered over the past 120 days and reconcile them with billing and payment activity.
Show amounts collected, billed balances that remain unpaid, and services not yet billed.
Within the unpaid balances, identify denials and documented issues involving missing documentation, authorizations, or timely-filing deadlines, where that information is available.
Break the analysis down by payer, location, and aging category. Which balances and billing issues should our team investigate first?
“We scheduled 4,820 appointments. Where did the other 1,180 go before billing?”
Follow the handoffs through cancellations, completed sessions, documentation, authorizations, and billing.
Overall = scheduled to billed. A gap marks a handoff worth reviewing, not necessarily an error or lost revenue.
“Which locations are losing the most volume, and at which step?”
Compare scheduled appointments, completed sessions, available staff capacity, documentation status, authorizations, and billing activity across our locations over the past 90 days.
Show where appointments are being canceled, documentation remains incomplete, authorization issues are recorded, or completed sessions have not reached billing.
Which locations have the largest gaps, and how have those patterns changed over time?
Identify which handoffs affect the most service volume so we can focus our operational review.
One question leads to another. Finally, your data can keep up.
Illustrative questions and sample data. Available analysis depends on connected systems, available data, and the business definitions configured for the organization.
Your data has structure. Your business gives it meaning.
Dash AI automatically builds context around the systems you connect.
It analyzes fields, relationships, pipelines, statuses, business objects, and definitions so it can begin understanding how the information fits together before you ask the first question.
But every business has nuance. That's where your team comes in.
Add context
Tell Dash AI how your company defines a metric, process, customer, service, or stage.
Correct it
If something is interpreted incorrectly, fix it directly.
Clarify it
Add the business knowledge that doesn't exist inside any database field.
Keep improving it
Questions, comments, corrections, and feedback continue shaping how Dash AI understands your company.
Dash AI brings the technical layer. Your team brings the business knowledge.
Revenue is based on paid invoices.
For this division, use service date when analyzing operating performance.
Revenue: paid invoices. For this division’s operating performance, use service date.
Ask naturally. Inspect technically.
Dash AI turns plain-English questions into structured analysis and lets you see what happened between the question and the answer.
SQL
See the query behind the analysis.
How this was computed
Understand the steps Dash AI used to arrive at the result.
Assumptions
See what Dash AI inferred along the way.
Sources
Know which connected information contributed to the answer.
Reports
Save useful analysis and return to it later.
The answer matters. So does knowing how it got there.
The more you use it. The more context it has.
Every question adds signal. Every correction adds context. Every piece of feedback helps Dash AI build a better understanding of how your organization thinks about its data. That means the next question starts with more business context than the first.
Not just more data. More understanding of what the data means to you.
What if Dash AI could tell you what you're missing?
We're developing capabilities that help identify gaps in the information available to Dash AI and suggest additional data that could give you a more complete picture.
One question can cross your entire business.
Connect information from accounting, CRM, e-commerce, operations, marketing, support, spreadsheets, and databases. Dash AI supports connections across more than 1,000 systems, with deeper built-in business understanding for selected platforms.
QuickBooks
Shopify
Zoho
HubSpot
Stripe
Google Sheets
Xero
PostgreSQL
Zendesk
WooCommerce
Mailchimp
Airtable
PayPal
Intercom
Google Ads
BigCommerceNot every integration comes with the same level of prebuilt business context. Deeper built-in understanding is available for the platforms listed below.
It already knows what an invoice is.
For supported platforms, Dash AI comes with business context already built around how those systems organize information. Invoices. Payments. Orders. Customers. Pipeline stages. Line items. Statuses.
That means less time teaching the system what every field represents and more time asking useful questions.
QuickBooks Online
Invoices, bills, payments, customers, vendors, and the details behind each transaction.
QuickBooks Desktop
Connect through the Web Connector without migrating your accounting system to the cloud.
Shopify
Orders, products, customers, and sales activity, with their relationships already mapped.
Zoho CRM
Modules, pipeline stages, saved views, and custom fields.
Zoho Analytics
Explore information from existing workspace views.
HubSpot
Contacts, companies, deals, tickets, and sales pipelines.
Power BI
Tables and measures from your existing semantic models.
Spreadsheets and Google Sheets
Bring Excel, CSV, and connected spreadsheet information into the conversation.
Your intelligence layer should be built around your data.
Dash AI uses read-only connections to source systems and creates a dedicated analytical environment around your organization.
Your source systems remain the systems of record. Your team controls the business context. And the analysis remains inspectable.
Read-only connections
Analyze connected information without changing the underlying records.
Dedicated analytical environment
Bring information from multiple systems together for cross-system analysis.
Context you control
Review and refine how Dash AI interprets your business.
Answers you can inspect
See the SQL, sources, assumptions, and methodology behind the analysis.
Connected. Contextualized. Explainable. Yours.
Your business already has the data. Now explore what it can tell you.
Connect the systems you already use, add the context only your team knows, and start asking the questions that matter.
Dash AI is currently available by invitation.
