Description
🖼️ Tool Name
QashBoard
🔖 Tool Category
AI-powered financial dashboard & personal finance assistant; falls under Business & Marketing, Productivity & Automation, Data & Analytics, Smart Assistant
✏️ What does this tool offer?
QashBoard is an AI-driven platform for managing and visualizing personal finances. It aggregates transaction data from multiple accounts, tracks recurring payments, reveals trends, and provides interactive insights. One of its key features is AskWallet, a conversational AI interface that lets users query their financial data in natural language.
⭐ What does the tool actually deliver based on user experience?
A unified view of all your accounts (bank, credit card, investment) via Plaid integration.
Trend detection and recurring payment identification (subscriptions, bills) to alert you of patterns.
Interactive Q&A (AskWallet) to ask questions like “how much did I spend last month on food?” and get insights.
Option to host your financial data in your own database (BYOD — bring your own database) to increase privacy and control.
Visual charts, an “Explorer” feature for digging into transactions, and export / edit options.
🤖 Does it include automation?
Yes — QashBoard automates:
Data aggregation from linked accounts using Plaid (automated syncing).
Trend detection, categorization of spending, and flagging recurring transactions automatically.
Conversational responses to financial queries via AskWallet (AI assistant) without manual calculations.
💰 Pricing Model
Subscription-based with a free tier + paid plans.
🆓 Free Plan Details
Basic access to financial overview and limited features.
💳 Paid Plan Details
Hawk Plan: ≈ $7/month unlocks more dashboard features and unlimited chats.
Developer / Enterprise Plans: includes more advanced features, self-hosting, and component libraries for Webflow users.
One-time lifetime plan & BYOD options are also mentioned in some listings.
🧭 Access Method
Via web interface (dashboard, web app).
Connected via Plaid to financial accounts.
🔗 Experience Link
https://app.qashboard.com