Description
🖼️ Tool name:
FinDaily
🔖 Tool Rating:
An AI platform that specializes in automating the sending of personalized financial summaries via email, through integration with accounting and banking systems. It is categorized as a financial automation and financial performance reporting optimization tool.
✏️ What does it do?
FinDaily makes it easy for business owners and accountants to create daily or weekly financial summaries that are automatically sent via email. The tool collects data from multiple sources such as QuickBooks, Xero, Plaid, and Zapier and integrates it into customizable email templates, enabling users to track financial performance without having to log into multiple systems.
⭐ What does the tool actually offer based on user experience?
Easy integration with financial systems: The tool supports integration with QuickBooks Online, Xero, Plaid, and Zapier, enabling easy collection of financial data.
Advanced email editor: Creates customized email templates with a simple editor that supports variable insertion and live data, with instant preview.
Flexible scheduling: Financial summaries can be scheduled to be sent daily or weekly, with full control over sender and recipient details.
High data security: Financial data is stored using AES-256 encryption, and historical data is deleted after each email is sent to ensure privacy.
🤖 Does it have automation?
Yes, automation includes:
Automated data collection: The tool collects data from integrated sources on a daily basis.
Generate financial summaries: Automatically generates financial summaries based on the collected data.
Send Email: Automatically sends financial summaries according to the specified schedule.
💵 Cost Type:
"Template" plan: Suitable for monitoring one business, with one email recipient, weekly scheduling, and integration with QuickBooks Online or Xero. Price: $5 per month per email file.
"Custom" plan: Suitable for monitoring one or more businesses with advanced reporting needs, support for multiple recipients, advanced scheduling, and integration with QuickBooks Online, Xero, Plaid, and Zapier. Pricing starts at $35 per month per email file, with discounts for additional files.
🎁 F ree version details:
There is no free version, but you can try the tool by subscribing to paid plans.
🎁 Paid version details:
"Template" plan: $5 per month per email file.
"Custom" plan: Starts at $35 per month per email file, with discounts for additional files.
⚙️ Access or source:
Web platform: The tool can be accessed via the official website:
Integration with financial systems: The tool supports integration with QuickBooks Online, Xero, Plaid, and Zapier.
🔗 Link to try the tool: