Slack/Teams bot for instant accounting metrics—no setup hassle.
Non-finance team members in enterprises waste time waiting for IT help to access key metrics due to non-customizable dashboards in accounting tools.
DashBot lives in your team's Slack or Teams, pulling custom metric views from QuickBooks/Xero on command like '/sales-pipeline'. Non-finance users request threaded reports or pinned channels without IT or logins. Admins set org-wide shortcuts for common queries.
Non-finance team members (sales, operations, marketing) in large enterprises using accounting software
Embedded in daily comms tools with slash-command simplicity, focused on ephemeral/shareable metric threads vs persistent dashboards.
professional
Bot installation with slash commands.
Org-level QuickBooks/Xero auth.
Interpret /metrics commands into visuals.
Post charts as rich Slack/Teams threads.
Custom org commands like /mrr.
Admin dashboard for query stats.
Daily/weekly auto-posts.
Send threads via email.
Support multiple Slack workspaces.
Autocomplete metrics.
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| name | text | No |
| slack_team_id | text | Yes |
Relationships:
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| org_id | uuid | No |
| provider | text | No |
| refresh_token | text | No |
Relationships:
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| org_id | uuid | No |
| slash_name | text | No |
| metric_config | jsonb | No |
| usage_count | int | No |
Relationships:
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| org_id | uuid | No |
| command_id | uuid | Yes |
| user_id | text | Yes |
| timestamp | timestamp | No |
Relationships:
/api/slack/eventsHandle Slack webhook events/commands
/api/commandsCreate org shortcut
/api/metrics/renderGenerate visual from config
100 queries/mo
Unlimited queries
Priority support
| Month | Users | Conversion | MRR | ARR |
|---|---|---|---|---|
| Month 1 | 180 | 4% | $252 | $3,024 |
| Month 6 | 1,200 | 8% | $3,360 | $40,320 |
Type /revenue and get live charts from QuickBooks instantly.
Leverage Slack App Directory submission; target enterprise Slack communities on Reddit/LinkedIn; cold outreach to 100 sales/ops managers via LinkedIn with demo GIF, free Pro trial.
General analytics
Shallow accounting
Deep QuickBooks/Xero + threaded UX
Org-specific command library sharing + integration with comms lock-in
Collaboration tools dominance + accounting APIs enable seamless bots amid remote work.
Platform API changes
Abstraction layers
Low Slack enterprise adoption
Teams parity
Success: 50+ queries/week
Success: Installs via shares
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