FinDaily uses a tiered per-profile pricing model with six pricing bands. The entry tier is $35 per month for a single profile, scaling down to $20 per month for 2–5 profiles, $15 per month for 6–20 profiles, $10 per month for 21–50 profiles, and $5 per month for 51 or more profiles. This structure incentivizes accounting firms to roll out the digest service across their entire client base.

The product is positioned as a white-label solution that accounting firms can brand as their own, enhancing client touchpoints without additional manual work. By automating the delivery of customized financial snapshots, FinDaily aims to replace ad-hoc client communication with predictable, data-driven engagement that demonstrates ongoing advisory value.

FinDaily is an automated financial digest platform designed for accounting firms and business owners. It connects to accounting software (QuickBooks Online, Xero), banking systems via Plaid, and Zapier to pull live financial data into customized email templates. Users can design bespoke daily or weekly email digests that are automatically delivered to clients, providing real-time visibility into cash flow, outstanding bills, and key financial metrics.

The platform features a drag-and-drop email editor with variable insertion from integrations, loop functionality for list-based data, and full control over scheduling, sender identity, and reply-to addresses. Pricing is tiered by number of profiles, ranging from $35 per month for a single profile down to $5 per month for 51 or more profiles.