What is Qashboard?
Qashboard 将财务管理转变为无缝、智能的体验。通过整合所有财务账户，从借记卡和投资到信用卡，用户可以通过交互式图表和强大的 AI 助理获得整体视图。借助 AskWallet，一个类似 ChatGPT 的界面，用户可以轻松地管理他们的财务，从了解支出模式到做出自信的预算决策。Qashboard 专为隐私和安全而设计，提供独特的 BYOD 服务，允许您将数据直接存储在您选择的 MongoDB Atlas 数据库中。Qashboard 的设计既适合技术娴熟的用户，也适合预算敏感的用户，其直观的界面辅以灵活的定价选项，满足从日常跟踪到长期规划的各种需求。
主要功能
_一站式概览：_ 通过 Plaid 无缝连接账户，并通过综合图表可视化财务状况，帮助您进行战略性预算和投资决策。
跟踪定期交易：自动检测趋势和定期支出，防止财务意外，并实现主动的财务管理。
AskWallet：财务 ChatGPT - 用自然语言与您的财务互动，获得针对您的财务查询和情况量身定制的见解和建议。
交互式问答：一个对话界面，使用聊天历史记录来处理各种主题，通过个性化的、可操作的见解来增强用户体验。
BYOD：自带数据库 - 通过提供 MongoDB Atlas URL 来确保数据隐私，以便存储数据，从而完全控制您的财务信息。
用例
一位小型企业主可以轻松跟踪支出并确定软件业务运营的税收抵免。
一位大学生通过自动分类支出和了解支出趋势来学习如何管理信用卡债务。
一位投资者针对投资收益提出详细问题，并根据准确的 AI 驱动的财务分析调整投资组合策略。
结论
Qashboard 重新定义了个人财务管理，将 AI 实力与以人为本的设计相结合。无论您是经验丰富的投资者还是刚刚开始您的财务旅程，该平台都提供无与伦比的简便性和数据驱动的见解，同时将您的隐私和安全放在首位。立即使用 Qashboard 踏入财务管理的未来；开启您通往财务清晰的旅程。
More information on Qashboard
Launched
2023-10
Pricing Model
Freemium
Starting Price
Global Rank
35212999
Follow
Month Visit
<5k
Tech used
Webflow,Amazon AWS CloudFront,cdnjs,jQuery,Gzip
Top 5 Countries
100%
South Africa
Traffic Sources
49.11%
30.84%
12.18%
4.47%
1.08%
0.35%
Search
Direct
Referrals
Social
Paid Referrals
Mail
Qashboard was manually vetted by our editorial team and was first featured on September 4th 2025.
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Qashboard 替代方案
更多 替代方案-
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管理您的资金的现代方式。Monarch 可以轻松地追踪您的所有帐户、优化您的开销、分析您的投资并创建财务计划以实现您的目标。
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