Qashboard - ai tOOler
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Qashboard
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Financial management (15)

Qashboard

Get a clear view of your finances.

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Starting price Free + from $7/mo

Tool Information

Qashboard is a fantastic AI tool that helps you get a clear overview of your financial situation all in one place.

With Qashboard, you can easily connect all your financial accounts, whether it's your debit cards, brokerage accounts, investments, or credit cards. This way, you can analyze and keep track of your finances through a single, user-friendly dashboard. It’s designed to help you stay on top of your financial game effortlessly.

One feature you’ll find particularly helpful is the tracking of recurring transactions. This allows you to spot trends and avoid any unexpected charges that might catch you off guard. Keeping your budget on track becomes a lot easier when you can see where your money goes regularly.

But that’s not all! Qashboard also comes with an interactive Q&A feature called AskWallet. This feature acts like your very own financial assistant, giving you actionable insights and answering your questions about income, what you can afford, or even tax deductions in a conversational way. It's like chatting with a knowledgeable friend who is always ready to help you make sense of your finances.

When it comes to your data, you can rest easy knowing that Qashboard allows you to manage your own database. This means there’s no access or storage of your information on their end, so your data remains completely private and secure. You have full control—whether it’s editing, deleting, or exporting your data, it’s all in your hands.

Qashboard also offers different plans that feature a variety of options like unlimited chats, more account connections, and access to community components. This flexibility means you can find the plan that best suits your financial needs.

Looking ahead, Qashboard plans to introduce a GPT plugin that will enhance chat capabilities even further. All in all, it’s a great tool for anyone aiming to organize, streamline, and better understand their finances with ease.

Pros and Cons

Pros

  • Allows data editing
  • Identifies transaction trends
  • Flexible pricing plans
  • Allows creation of client libraries
  • Better data safety
  • Community component sharing
  • credit
  • No data visibility policy
  • Options to connect accounts
  • User-added database
  • Complete financial overview
  • GPT will be included soon
  • Various account options
  • brokerage
  • Works on mobile
  • Works with MongoDB Atlas
  • Provides tax deduction details
  • Predicts and notifies about charges
  • Gives financial advice
  • AskWallet for finance questions
  • investment monitoring
  • One-time self-hosting fee supported
  • Supports storage of personal workflows
  • Supports BYOD
  • Access to Slack community
  • Secure data in private database
  • Access to community features
  • Full control over data
  • Free access to Figma Kit
  • export.
  • Developer-friendly tool
  • Plan allows unlimited chats
  • Tool can be used for many purposes
  • GPT add-on for chats
  • No data saved on device
  • Monitors regular transactions
  • Supports debit
  • deletion
  • Look back option for up to 2 years
  • Interactive question-and-answer system
  • Links many financial accounts

Cons

  • No automatic task handling
  • Data security depends on user
  • Possible problems with GPT integration
  • Pricing plans are complicated
  • Must have a self-hosted database
  • Need your own MongoDB database
  • New features not available yet
  • No Safari support
  • Chat interface might be too complex
  • Unclear quality of financial advice

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