Set up your accounting, banking & Zapier connections with our one-click integrations. Select the data you want to sync to the email templates.
Create your own bespoke email digest with our powerful email editor. Insert variables from your integrations to pull in live data.
Configure when the email sent, who it's coming from, and the reply-to address. Whether its daily or weekly, you're in full control.
Build custom emails tailored exactly to your needs.
Build your template just as you would a regular email, with a live preview of the output.
Insert variables from your integrations into the email - even see a live preview of the most recent data.
Loops through lists of data, and insert the properties of each item. For example, build a bullet list of outstanding bills, and include the due date and amount.
A. FinDaily is platform that automates the delivery of custom digests from your accounting and finance APIs.
A. Each day we retrieve the latest data from each of your connections, and merge it into beautiful responsive email templates which are delivered automatically.
A. For each integration we follow the official documentation for best-practices in order to retrieve data responsibly. Financial or PII data is stored using OpenSSL AES-256 encryption. We only access new data when an email needs to be sent, at which time the previous email's data is deleted from our servers.
A. We support QuickBooks Online, Xero, Plaid to connect your bank accounts, and Zapier to enable the import of any other data.
A. We enable full customization of the email template via our email editor tool. Building your own digest is as simple as writing an email, and inserting the variables.
A. Some integration types, especially banking connections can be fragile. For now, if a data retrieval fails the email will not be sent, and you will be notified. In the future, we plan to let you decide on a variable-by-variable basis whether the email should be withheld if the connection fails.
All profiles include the following features:
Realize is an organization dedicated to empowering accounting pros to build the future of the profession. Through our accountant community, automation training and free resources we're working together to create a more efficient value exchange with our clients.
The FinDaily alpha is currently open to members of the Realize Community.