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Dash Billing: Receivables Management Software

Dash helps small and mid-sized businesses manage overdue accounts in-house. It is designed for teams looking to reduce dependency on external collection agencies through automated reminders.

At a glance

Best for
Small businesses, Mid-market companies, In-house accounts receivable teams
Pricing
Pricing consists of three monthly tiers: $495, $695, and $995. Higher tiers offer lower transaction fees.
Key use cases
In-House Debt Recovery, Automated Payment Reminders, Customer Self-Service Payments, Receivables Tracking
Integrations
Stripe, CSV import, Excel import
Visit dash billingdash billing software interface screenshot

Dash is a receivables management platform designed for businesses that handle overdue account recovery internally. It provides tools to track balances and communicate with debtors to support digital workflows.

The software is intended for various sectors, including healthcare, legal, property management, and trucking, supporting both B2B and B2C account types. It focuses on maintaining customer relationships by offering self-service payment options.

Users can automate outreach via SMS and email, manage documents, and track recovery performance through real-time dashboards. The platform also includes a marketplace to route accounts to third-party partners if internal efforts are insufficient.

Buyers should confirm which pricing tier fits their transaction volume, as higher monthly fees are associated with lower transaction costs.

Key Features

  • Automated Outreach

    Sends AI-optimized SMS and email reminders to customers to encourage payment of overdue balances.

  • Self-Service Payment Portal

    A mobile-first portal where customers can view account details and resolve balances.

  • Real-Time Dashboards

    Provides tracking of collection efforts and performance analytics with filtering and trends.

  • Customizable Queues

    Supports the creation of internal queues to assign accounts based on specific criteria.

  • Bulk Account Import

    Supports uploading account data using CSV or Excel spreadsheets.

  • Document Management

    Supports uploading and attaching documents to individual accounts with controls over customer visibility.

Use Cases

  • In-House Debt Recovery

    Managing overdue accounts internally to reduce reliance on outside collection agencies.

  • Automated Payment Reminders

    Using scheduled SMS and email messaging to prompt customers to settle past-due balances.

  • Customer Self-Service Payments

    Providing a digital portal where customers can set up payment plans and make payments.

  • Receivables Tracking

    Monitoring Days Sales Outstanding (DSO) and recovery performance via a centralized dashboard.

Best For

  • Small businesses
  • Mid-market companies
  • In-house accounts receivable teams

Integrations

  • Stripe
  • CSV import
  • Excel import

Pricing

Pricing consists of three monthly tiers: $495, $695, and $995. Higher tiers offer lower transaction fees.

FAQ

What types of accounts can Dash manage?

The platform is designed to handle both business-to-business (B2B) and business-to-consumer (B2C) accounts.

How does Dash handle payment processing?

It integrates with Stripe and other payment gateways, and allows users to manually record payments received outside the system.

Is there a setup fee for the software?

No, there are no setup fees, onboarding fees, or hidden costs associated with the service.

Which pricing plan should I choose?

There are three tiers at $495, $695, and $995 per month; higher tiers offer lower transaction fees.

Source category: Finance & Accounting

Source subcategory: Billing & Invoicing

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How AI is used

Dash is a receivables management tool for businesses that manage overdue accounts in-house. It uses AI to automate SMS and email outreach and provides a self-service portal for customer payments.

Pros & Cons

Pros

  • Includes unlimited texts and emails within the monthly plan
  • No setup or onboarding fees
  • Month-to-month service without long-term contracts
  • Compliance with HIPAA, PCI DSS, TCPA, and FDCPA regulations

Cons

  • The monthly starting price of $495 may be high for very small operations
  • Transaction fees vary by tier