Luke Templin
Founder
F
FinDaily
FinDaily automates the tracking of key financial metrics, providing business owners with real-time insights into their cash flow. By connecting accounting firms and businesses, FinDaily simplifies financial monitoring and reporting.
- Data & Analytics
- Enterprise Software
- Financial Technology
- Software Only
Updated 3 days ago
Funding
Raised to date
$100KRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Funding rounds are not available yet.
Founders
Product
Problem
Many business owners and accounting firms struggle to efficiently track and monitor key financial metrics across multiple platforms. This often involves manual data collection and analysis, leading to delayed insights and potential inaccuracies in financial reporting.
Solution
FinDaily is a platform that automates the delivery of custom financial digests from accounting and finance APIs, providing users with real-time insights into their cash flow. By integrating with accounting software, banking platforms, and other data sources, FinDaily retrieves the latest data and merges it into customizable email templates. Users can design bespoke email digests with a drag-and-drop editor, inserting variables to pull in live data and create data lists. The platform then automatically delivers these digests on a daily or weekly schedule, enabling businesses and accounting firms to monitor financial performance and identify trends more effectively.
Target Audience
FinDaily targets business owners and accounting firms who need to efficiently track and monitor key financial metrics across multiple businesses.
Features
- One-click integrations with QuickBooks Online, Xero, Plaid, and Zapier for connecting accounting, banking, and other data sources
- Customizable email templates with a drag-and-drop editor for designing bespoke financial digests
- Variable insertion for pulling live data from integrations into email templates
- Data lists for looping through lists of data and inserting properties of each item
- Automated delivery of email digests on a daily or weekly schedule
- Secure data storage using OpenSSL AES-256 encryption
- Theme editor for customizing the look and feel of email templates