FinDaily: Automate the Financial Reporting

Overview

FinDaily is a platform that automates the delivery of custom financial digests. It integrates with various accounting and banking APIs to gather financial data, allows users to design tailored email updates using a powerful editor, and offers flexible scheduling options. It's a good tool for business owners, accounting professionals and anyone needing regular financial updates might use FinDaily.io to save time, improve accuracy, and enhance their financial monitoring processes. The tool's automation, customization capabilities, and security features make it an attractive solution for those seeking efficient and personalized financial reporting.

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February 14, 2025 @ 17:11

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What are the main features of FinDaily?

Connect your data: Instantly link your accounting, banking, and Zapier accounts in one tap. Select the information you want to sync right into your email templates.
Design your email: Customize your email summary with a high-end drag-and-drop editor. Integrate live data variables from your connections to create dynamic, real-time updates.
Set your schedule: Control when and how often your email is sent—daily, weekly, or on custom scheduling. Choose the sender and reply-to address to have full ownership of your automated emails.

Who is FinDaily for?

As an entrepreneur, you can get reliable, automated numbers for your income, spending, and cash flow—without having to rummage through spreadsheets. As an accountant or finance professional, you can present tailor-made reports to clients in mere minutes, without having to lose your time and effort. Whether you need daily, weekly or as-per-your-schedule updates, FinDaily puts the numbers of interest in your inbox.

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