FinDaily

FinDaily is a web platform for business owners, operators, accountants, and bookkeepers that sends scheduled financial digests by email using data pulled from connected accounting and finance APIs.

Key capabilities include:

• Automated email delivery on a daily, weekly, or custom schedule, with controls for sender, reply-to, and recipients
• Custom email editor with live preview, variable insertion from integrations, and data lists (for example, looping through outstanding bills with due dates and amounts)
• Integrations with QuickBooks Online, Xero, Plaid (bank accounts), and Zapier for additional data imports
• Multi-recipient and multi-business support on the Custom plan, plus theme editing and white-labeling for firms or businesses

Pricing: Paid. Template plan starts at $5 per email profile per month. Custom plan starts at $35 per email profile per month, with volume discounts (2-5 at $20, 6-20 at $15, 21-50 at $10, 51+ at $5).

Notable for delivering finance monitoring through responsive email templates instead of manual spreadsheets or dashboards, with an available Xero App Store integration (rated 5.0/5 on the Xero App Store).