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.
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 Slack 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.
"Vendor evals used to take a week. Dash drafts the memo in an afternoon."
Marcus T.
Head of Ops, Series A