FinDaily
About FinDaily
FinDaily is an innovative platform that automates the delivery of personalized financial snapshots. Targeting businesses and accounting professionals, it seamlessly integrates with popular financial tools like QuickBooks and Xero, allowing users to easily create and schedule beautiful responsive emails that keep stakeholders informed.
FinDaily offers two pricing plans: Template for $5/month, ideal for one business, and Custom, starting at $35/month for multiple businesses. Pricing decreases with more profiles, offering users flexibility and value. Upgrading enhances reporting capabilities and allows for unlimited email recipients, making it a smart choice for managing finances efficiently.
FinDaily’s user interface is designed for simplicity and functionality, ensuring a streamlined experience. Key features include a powerful email editor and live data previews, all laid out for effortless navigation. Users can customize their email digests with ease, making FinDaily not only functional but visually engaging.
How FinDaily works
To begin using FinDaily, users connect their financial accounts through one-click integrations like QuickBooks and Xero. After setting up their email templates with the intuitive editor, they can configure delivery schedules for daily or weekly emails. The platform automatically retrieves the latest data from these connections, ensuring users receive timely and relevant financial insights directly to their inboxes without hassle.
Key Features for FinDaily
Automated Email Digest
The Automated Email Digest feature of FinDaily allows users to create custom financial snapshots that are delivered automatically. By integrating various financial data sources, this unique functionality ensures stakeholders receive up-to-date financial insights directly to their inboxes, simplifying reporting and enhancing communication.
Custom Email Templates
FinDaily's Custom Email Templates feature empowers users to design tailored financial reports effortlessly. Utilizing an intuitive editor, users can insert live data variables, ensuring their reports reflect real-time financial insights. This customization stands out as an essential advantage for users looking to enhance their communication efficiency.
Secure Data Handling
FinDaily prioritizes user security with its secure data handling practices, utilizing OpenSSL AES-256 encryption to protect sensitive financial information. This distinct feature reassures users that their data is managed responsibly and accessed only when necessary, fostering trust and reliability within the automated financial digest service.
