Template
$5.00 /mo
$5 per email profile per month on the Template plan
- Scope
- One business, one recipient, weekly scheduling
- Integrations
- QuickBooks Online or Xero
Assistant · Vendor site 2026-10-04
FinDaily automates custom financial email digests by connecting accounting and banking data, merging live fields into responsive templates, and delivering on your schedule. Teams use it to monitor one or more businesses with QuickBooks Online, Xero, Plaid, or Zapier-fed data without manual report assembly.
Accounting professionals and operators who want scheduled finance digests emailed to stakeholders from connected ledgers and banks.
Homepage pricing starts at $5 per email profile per month on the Template plan; failed data connections block sends until fixed.
FinDaily connects accounting, banking, and Zapier data, lets you design digest templates with live variables, and sends scheduled financial emails automatically.
What it can do
Unknown is different from unavailable. Each fact carries its own evidence.
| Capability | Value | Evidence | Checked |
|---|---|---|---|
| Email editor | Homepage describes a live-preview editor with variable insertion and data lists for finance digests. | Facts sourced | 2026-10-04 |
| Integrations | FAQ lists QuickBooks Online, Xero, Plaid, and Zapier as supported data sources. | Facts sourced | 2026-10-04 |
| Security | FAQ states financial or PII data is stored with OpenSSL AES-256 encryption. | Facts sourced | 2026-10-04 |
Understand the total cost
Template
$5.00 /mo
$5 per email profile per month on the Template plan
Custom
$35.00 /mo
Starting at $35 per email profile per month on Custom pricing
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Explore toolThe practical questions
FinDaily is a platform that automates delivery of custom digests from accounting and finance APIs, merging live integration data into email templates on a schedule you control.
The FAQ lists QuickBooks Online, Xero, Plaid for bank accounts, and Zapier to import other data into digest templates.
FinDaily automates custom financial email digests by connecting accounting and banking data, merging live fields into responsive templates, and delivering on your schedule. Teams use it to monitor one or more businesses with QuickBooks Online, Xero, Plaid, or Zapier-fed data without manual report assembly.
Not confirmed. This record does not confirm an ongoing free plan.
The listed monthly price is $5.00 USD at monthly billing. See the plan cards for entitlements, billing commitments and seat minimums.
Integrations page references QuickBooks Online, Xero, Plaid, and Zapier connections for pulling finance data into templates.. API access and subscription access may have different terms; consult the linked sources.
Homepage pricing starts at $5 per email profile per month on the Template plan; failed data connections block sends until fixed.
No retained pricing changes yet. A current price alone does not establish a historical trend.
Reviewed vendor source
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