FinDaily.io
Get an Automated Financial Digest in your Inbox for $5
Listed in categories:
AccountingFintech
Description
FinDaily is a platform that automates the delivery of custom financial digests from your accounting and finance APIs, allowing users to receive tailored email updates on their financial data effortlessly.
How to use FinDaily.io?
To use FinDaily, connect your accounting and banking data through one-click integrations, design your email digest using the email editor, and configure the schedule for when the emails should be sent.
Core features of FinDaily.io:
1️⃣
Connect your accounting and banking data with one-click integrations
2️⃣
Design bespoke email digests using a powerful email editor
3️⃣
Schedule email delivery according to your preferences
4️⃣
Insert live data variables into your emails
5️⃣
Utilize data lists to create dynamic content in your emails
Why could be used FinDaily.io?
| # | Use case | Status | |
|---|---|---|---|
| # 1 | Automate daily financial updates for a single business | ✅ | |
| # 2 | Create customized financial reports for multiple businesses | ✅ | |
| # 3 | Monitor outstanding bills and due dates through automated emails | ✅ | |
Who developed FinDaily.io?
FinDaily is built by Realize, an organization dedicated to empowering accounting professionals through community support, automation training, and resources aimed at creating a more efficient value exchange with clients.