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AI Forecasting
Three statement forecasts with AI assistance, scenarios and intelligent predictions.
FP&A for accountants and advisers
Know what’s next.
Understand why.
Build connected forecasts, understand performance and share polished client reporting without maintaining another spreadsheet.
First forecast ready to review in about five minutesConnects Xero & QuickBooksCustom forecast models, assumptions and KPIs
Built by people who have
spent their careers in finance.
Hands-on experience from data science, AI and corporate finance, built into how Dash reasons about your numbers.
Our team members previously worked at
PwCKPMGDeloitteEYRothschild & Co.Wells FargoPorsche
SOC 2 readiness in progress · Read-only access · Data never copied
Company names denote former employers of individual team members only. No affiliation, partnership or endorsement is implied.
Platform
Less reporting work. More useful conversations.
Dash brings forecasting, performance analysis and client reporting together, so your team can spend less time preparing numbers and more time acting on them.
Product tour
See Dash AI in action
Explore how intelligent forecasting, responsive dashboards and instant financial insights work together.
Product walkthrough
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AI Dashboards
Dashboards shaped around each industry, with generated KPIs and instant root cause insights.
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Ask Dash AI
Chat with your financial data to forecast, analyse and answer questions instantly.
Capabilities
Everything your forecast needs, in one place.
One connected model covers the full picture, from the first projection to the conversation with your client.
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AI-assisted forecasting
- Build forecasts manually or with support from the AI copilot
- Create and edit assumptions using formulas, growth rates and trend-based rules
- Review and override every forecast input, rule and output
- Use AI chat, summaries and explanations without losing sight of the underlying logic
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Complete financial planning
- Connected three-statement forecasting
- Headcount and payroll planning
- Fixed assets, income tax and VAT modelling
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Cash and performance
- Short-term cash flow forecasting
- Dashboard explanations of what changed and why
- Variance, profitability and liquidity analysis
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Connected and controlled
- Xero, QuickBooks and Excel integration
- Tracking-category analysis by department, region or product
- Editable assumptions, multi-user access and secure sharing
SOC 2 readiness in progress256-bit encryptionGDPR compliant
Start in minutes
From account creation to a live forecast in five minutes.
Connect the accounting platform you already use. Dash handles the initial structure so you can begin with the decisions, not setup.
- 130 seconds
Create your account
Start without a credit card or a sales call.
- 230 seconds
Connect Xero or QuickBooks
Secure, native connections. No consultants or IT setup.
- 32 minutes
Review your first forecast
Dash structures the model. No manual account mapping required.
Solutions
One source of truth, whether you run finance or advise it.
For finance teams
Know where the business is heading, and what is changing along the way.
Keep the forecast, actuals and the reasons behind performance in one view, ready for the next decision.
- Forecasts built around business drivers
- Scenario planning
- Automated variance analysis
For accounting practices
Scale advisory without scaling spreadsheet maintenance.
Give every client a consistent forecasting and reporting experience under your own brand.
- Workspace for every client
- Reporting under your own brand
- Shareable views that stay current
Security & trust
Serious financial software should earn your trust.
SOC 2 readiness in progressIndependent audit preparation is underway
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Built for financial work
Connected statements, traceable assumptions and reviewable outputs designed around real finance workflows.
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Secure by design
Security controls and access permissions are being prepared for an independent SOC 2 audit.
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Human help when it matters
Support from people who understand FP&A, forecasting and the realities of client work.
Pricing
Straightforward plans. No implementation fee.
Start with a free trial for 14 days. Change plans as your client base grows.
Starter
For a single organisation
$49/month
- 1 organisation
- Complete AI capability suite
- Full root cause analysis
- Unlimited users
- Secure report sharing
- Priority support
- Dedicated onboarding
Most popular
Growth
For growing firms and businesses
$279/month
- Up to 10 organisations
- Complete AI capability suite
- Full root cause analysis
- Unlimited users
- Secure report sharing
- Priority support
- Dedicated onboarding
Practice
For accounting practices with multiple clients
$399/month
- Up to 25 organisations
- Complete AI capability suite
- Full root cause analysis
- Unlimited users
- Secure report sharing
- Priority support
- Dedicated onboarding
Every plan
Same platform,
every tier.
The core doesn't change between Starter and Practice. Higher tiers add more organisations and service options, never the fundamentals.
- Complete AI capability suiteEvery AI capability, from Starter up.
- Connected forecastingThree-statement models with scenario planning.
- AI copilotQuestion your numbers in plain English.
- SOC 2 readiness in progressIndependent audit preparation is underway.
- 14-day free trialFull access, no card, no implementation fee.
- Guided onboardingHelp importing data and building your first forecast.
All plans include Xero, QuickBooks, and Excel integration. Prices in USD, excluding tax.
Customer stories
Trusted in the conversations where the numbers matter.
Dash AI gives me a clear picture of cash flow and profitability without endless spreadsheet updates.
“A serious amount of time saving and functionality. Very easy to use and integrate with.”
TMA AccountingAccounting practice“Powerful analytics on my clients’ data. It lets me analyse accounts and have better consultations with clients.”
DCA AccountingHealthcare accounting specialists“A fast, affordable solution which generates value by saving me so much time and stress.”
IFS AccountingAccounting practice“The clear interface and robust analytics have improved our accounting processes and business decisions.”
Stewarts & Co FinancialBookkeeping servicesFrom the blog
Sharper forecasts, clearer conversations.
Support
Frequently asked questions
We accept payments by Visa, MasterCard and AMEX. We use a secure payment provider to process your payments. You can enter your credit card details in Dash AI, either during or after your free trial.
You can change your plan anytime from your account settings. If you change to a higher tariff, you can add more companies right away.
We provide technical support via our chat and email. Send us a message or email and we will get back to you within 24 hours with a response or resolution.
Your next forecast can be the one people actually use.
Connect your accounts, build your first model and see where Dash can give your team time back.
Free for 14 days. No credit card required. Cancel anytime.