Products

Neudash products

Automation and Matter are live today. FinOps and Leads are open for early access if billing operations or lead follow-up is the workflow you need to fix next.

Explore Automation Explore Matter

The Neudash product suite covers automation, document-heavy case work, finance operations, and lead operations. Automation and Matter are live now. FinOps and Leads are early-access products for teams that want to automate billing handoffs or lead routing and follow-up.

Live

AI agents and workflows for the work between your systems.

Live

Customer, document, and case management for immigration, legal, financial, and similar document-heavy practices.

Early access

Automate invoicing, collections follow-up, and finance handoffs. Keep billing, accounting, and CRM in sync.

Early access

Automate lead capture, routing, qualification, and follow-up. Every channel in one flow, every lead followed up.

Suite overview

Pick the product that matches the bottleneck.

Automation handles the work between systems. Matter gives document-heavy teams a working system with secure client portals. FinOps and Leads focus on two operational choke points: getting paid and following up fast enough.

Live

AI agents and workflows for the work between your systems.

  • Plain-English automation design
  • Runs real code, not node diagrams
  • Self-healing fixes for routine failures
Explore Automation View pricing
Live

Customer, document, and case management for immigration, legal, financial, and similar document-heavy practices.

  • Customer and case management
  • Secure portal and document collection
  • Automation built into the app
Explore Matter Open Matter
Early access

Automate invoicing, collections follow-up, and finance handoffs. Keep billing, accounting, and CRM in sync.

  • Every invoice tracked from creation to payment
  • Reminders, escalations, and reconciliation automated
  • Early access requests open now
See FinOps Request early access
Early access

Automate lead capture, routing, qualification, and follow-up. Every channel in one flow, every lead followed up.

  • Forms, chat, ads, and referrals in one pipeline
  • Qualify, route, and hand off automatically
  • Early access requests open now
See Leads Request early access
Talk through product fit View pricing

Start with Automation for cross-system workflows. Move to Matter when the core problem is document-heavy case work.

How to choose

Live products first. Early access when the workflow is clear.

Automation and Matter are ready to evaluate today. FinOps and Leads are narrower rollouts for teams that already know which finance-ops or lead-response workflow is costing them time or revenue.

If the problem spans billing, accounting, and collections, start the FinOps conversation. If the problem is response speed, qualification, routing, and follow-up, start with Leads.

Live now

Cross-system workflows, AI agents, approvals, and self-healing automation.

Client portals, document collection, and case work in one system.

Early access

Invoice follow-up, collections workflows, and finance handoffs.

Lead capture, qualification, routing, and follow-up across channels.

FAQ

Product suite FAQs

If you already know the workflow you need to fix, the fastest path is to open the relevant product page and see whether the fit is obvious.

What products are in the Neudash suite?

The Neudash product suite covers automation, document-heavy case work, finance operations, and lead operations. Automation and Matter are live now. FinOps and Leads are early-access products for teams that want to automate billing handoffs or lead routing and follow-up.

Which Neudash products are live today?

Automation and Matter are live today. FinOps and Leads are not generally available yet; they are open for early access requests.

How should I choose between Automation, Matter, FinOps, and Leads?

Choose Automation when you need cross-system workflows, approvals, handoffs, or AI agents. Choose Matter when your business runs on cases, documents, portals, and secure client intake. FinOps and Leads are the right early-access conversations when the main bottleneck is billing operations or lead routing and follow-up.

Start with the right product

Need help choosing?

Tell us where work is getting stuck. We can point you to the live product that fits now or the early-access rollout worth discussing.

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