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Introduction

What Dino is and how it helps teams run finance together.

Dino is a shared finance workspace for teams. It brings together banking activity, approvals, documents, exports, and programmable money workflows in one place so humans and automations can work from the same system.

#Who is Dino for?

Dino is built for:

  • Teams that need shared visibility into what money moved, why, and who approved it
  • Operators and finance leads who want one workspace for balances, requests, documents, and downstream exports
  • Startups and SMBs coordinating humans and automations across the same finance system
  • Technical teams that want APIs, MCP, and programmable controls alongside day-to-day operations

If you're tired of juggling fragmented tools, partial context, and disconnected approvals, Dino brings everything together.

#What makes Dino different

#Shared by the whole team

Operators, approvers, finance, and automations work from the same source of truth instead of passing screenshots, spreadsheets, and one-off status updates around.

#Governed by default

Money movement can be reviewed, approved, scoped, and audited. The goal is not only speed, but control and clarity.

#AI and API ready

Humans are not the only users of Dino. Teams can query data, automate workflows, and connect AI tools without giving up control of the underlying finance system.

#Compatible with accounting workflows

Accounting exports and integrations still exist, but they support the operating workflow instead of defining the product.

#What can you do with Dino?

#Connect your bank accounts

Link your business bank accounts to automatically sync transactions. Dino supports over 20,000 banks worldwide through secure connections. Your transactions flow in automatically, categorized by AI.

Learn how to connect your bank →

#Understand team finance activity

See balances, recent movement, and the operating context around requests and approvals in one place.

Understand your metrics →

#Move money with clearer context

Track incoming and outgoing activity with the approvals, documents, and supporting history attached to the right place.

Learn how to explore transactions →

#Work with documents and receipts

Forward receipts to your Dino inbox or connect Gmail and Outlook. Documents stay attached to the right activity so the team does not lose the supporting context.

Learn how receipt matching works →

#Coordinate approvals and controls

Review exceptions, keep a clear audit path, and make sure money movement follows the rules your team set.

Learn about spend policies and approvals →

#Store and organize documents

Keep contracts, statements, and business documents in the Vault. Everything searchable, organized, and connected to your transactions.

Learn about the Vault →

#Export when needed

When accounting or reporting systems need data, export clean records to CSV or connected accounting software without turning that export step into the center of the product.

Learn how to export →

#Ask the AI assistant

Ask questions in plain language: "What needs approval?", "What moved this week?", or "Show recent spend activity." Get answers from your real data.

Learn about the assistant →

#Getting started

The fastest way to get started:

  1. Sign up for Dino
  2. Connect your primary bank account
  3. Review recent activity and policies

Or, follow the Quick Start guide for a 5-minute walkthrough.

#For developers

Dino has a full API and developer platform for technical teams:

  • REST API: Access your data programmatically with API keys
  • OAuth 2.0: Build apps that integrate with Dino for other users
  • MCP: Manage your business from AI tools like Claude, Cursor, and ChatGPT — 80+ tools

API documentation → | Build an OAuth app → | MCP setup →

#Getting help

  • Ask the assistant: Built-in AI can answer most questions
  • Documentation: You're in the right place
  • Email support: support@dino.id
  • Community: Join us on Discord
Quick Start