Flow 01
Founders
Dash admin controls, Finance global markets, Projects workflow, Workflow automation
Use case · For founders
AI for founders, with real-time insights and tools.
Monitor your portfolio, forecast prices with honest confidence, and manage projects with burndown charts and automated workflows — all in one workspace.
PlanningTechnology
04
In access today
04
Moves
02
Workflows
Console · foundersplanning
04
workspaces
04
moves
02
workflows
03
answers
Threaded in workflow order.
dashfinanceprojectsworkflow
Example workflows
What it looks like end to end.
Flow 02
Dash, Finance, Projects, Workflow
Dash for admin, Finance for markets, Projects for work, Workflow for automation
The stack under the work
The workspaces this job runs on.
Listed in the order the work moves through them, each carrying its live status.
Starts hereAvailable
Dash
Dash is the internal control panel for askFinz operators and account admins. Account-wide config, billing, model usage, audit trails and observability — not a public product.
Open DashWhat you can do
Four moves, one workspace.
The concrete work behind "ai for founders: research, pitch and diligence" — not a feature list.
- 01
Manage billing and plans
Edit seats and upgrade plans to manage costs and access
- 02
Open a watchlist
Add stocks, ETFs, or crypto to track market movements
- 03
Create a sprint
Add a new sprint to the project board, set a start date, and assign tasks to team members.
- 04
Create a pipeline
Drag nodes, connect them, build automations without writing code
What it reads against
Technology work is only as good as its sources.
The reference collections this job draws on. Each is a page you can open and read before you trust a single answer.
Collections are libraries the workspaces read from, kept as what they are rather than flattened into one pile. See the full collection breakdown.
Questions
Frequently asked.
Different job? Browse every use case or start from your industry.
What can a founder do with askFinz?
Dash provides an internal control panel for askFinz operators and account admins, offering role-based permissions, audit logs, real-time observability, and billing and plan administration. Finance offers a global markets terminal with live prices, deep data, AI forecasts, and research, including company financials, AI price forecasts, and portfolio and risk tools. Projects offers a project tool with kanban, scrum, and issue links, dependencies, burndown, and automations. Workflow provides a visual pipeline builder for drag, drop, and AI call retries, with triggers, steps, and retry logic.
How does askFinz help with planning?
Projects, sprints, boards and issues provide a project tool that knows the rest of your work. With dependencies, burndown, automations and cross-project roll-ups, you can plan and manage your projects effectively.
Are the results reliable enough to act on?
Every figure links back to the filing or call it came from, so you can verify each one in a click.
For founders
Put it to work.
Request private access and we will walk through the workspaces this job runs on.
- workspaces in access
- 4 workspaces in access
- worked examples
- 2 worked examples
- reference collections
- 4 reference collections
AI-assisted page. This use case was drafted by askFinz's own models from real product data, then checked against what each workspace actually does — every workspace and capability named here is real and shipping.
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