FinDaily
FinDaily automates daily financial digest emails by integrating with accounting and finance tools like QuickBooks, Xero, Plaid, and Zapier. You connect data sources, design custom email templates, and set a schedule for sending.
Features
Automated Data Connection
Connects to financial platforms like QuickBooks and Xero via API integrations to gather data automatically.
Email Customization
Allows customization of emails using a simple editor that includes text editing, variable insertion, and data lists.
Scheduling
Set schedules for when to send the financial digest emails, either daily or weekly.
Integration Support
Supports integrations with platforms such as QuickBooks Online, Xero, Plaid, and Zapier to connect and manage financial data.
Pricing Plans
Template
$5
per monthly
Custom
$35
per monthly