Get an Automated Financial Digest in your Inbox for $5 Monitor cash flow effortlessly: connect accounts to get automated emails with key data—no login needed

Joined December 2022
Check out @JStaatsCPA's New Tech for Accountants (2023) 👇 #CASTwitter and #TaxTwitter Featuring me 🤖
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Big news to share 🎉 @FinDaily_io has been selected as one of 16 fintech startups to reach the finals of the FATE Pitch Stage Next month, I’ll be pitching live in New York City, alongside some of the most innovative minds in finance and accounting tech Excited to represent Findaily and share our story einpresswire.com/article/857… via @ein_news
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Had a blast chatting with @kellie_parks on CAS Clarity in 5! 🎙️ Loved her energy and her genuine love for @FinDaily_io ❤️ Catch the full convo for more CAS insights 👇
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CAS Clarity in 5 with @chaddavis 5 quick questions with CAS Leaders. Zero fluff 🎯 Firm Goal/Mission: High impact work + a meaningful life ⚙️ Favorite Tech Tool: I bet you cannot guess it. Drop a comment on what tool you think saves Chad the most time 📊 Favorite KPI: Future MRR 🔑 Getting Unstuck: Pack up the RV + reset 🔮Did Sooner in Their Firm: Capacity planning around the right business model Full answers + insights → in The CAS Cache newsletter 🔗in bio
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🤖💓
When someone you respect gives you a shoutout, it hits different Thanks to @tailor_hartman for featuring @FinDaily_io in his newsletter, The Net Effect If you're building CAS, Tailor is the real deal Follow him and sub The Net Effect 🔗👇
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It took 33.33 seconds, 4 clicks, 2 emails, and a code… Just to check one client’s bank balance And that’s without the failed login or opening the laptop Now they use @FinDaily_io No login needed to see: • Bank balances • Loans • AR • Sales • Collections • KPIs One email. Every morning Clarity → instantly
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Over 40% of entrepreneurs check their bank account daily Staying close to your cash flow is crucial But checking balances isn't a strategy It's a reaction That's exactly why I am building @FinDaily_io FinDaily automates that habit And gives you a clear picture of your finances on autopilot
Entrepreneurs: How often do you check your business bank account? Curious how financially in-tune owners are with their cash flow.
11%Multiple times a day
42%Once a day
30%A few times a week
18%Once a week or less
57 votes • Final results
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FinDaily.io retweeted
Replying to @luke_templin
With findaily - every day :)
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FinDaily.io retweeted
Replying to @luke_templin
Does it count if you got fin daily giving you the update !?
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Entrepreneurs your bank balance is lying to you It doesn’t show: ❌ Unpaid bills ❌ Outstanding checks ❌ Past-due invoices The fix? Track weekly cash movements. In The Mind of the CFO, I share: ✅ A simple tracking habit ✅ A template I use with CFO clients ✅ How to automate it with @FinDaily_io Check it out in the 🔗 in my bio
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FinDaily.io retweeted
Replying to @sodacitysimpson
Cole, overhead is def a number you should review at least monthly but that’s not the magic thing. I think the more important numbers for an owner to know cold are things like: Gross Rev - have a weekly or even daily sales target. Many don’t . Gross profit as a % - all your variable expenses and direct labor (subs/w2 crews) should be above the line here. Incidentally, if you know this then you know your overhead too. (You should be trending this) dLER - direct labor expense ratio which is for every $ you spend on direct labor how much profit comes out the other side? dLER = Revenue (or Gross Profit)\Direct Labor Cost Where Direct labor = wages (plus payroll taxes and benefits) of installers and crew members actually doing the roofing. You can choose revenue or gross profit in the numerator depending on your focus: •Revenue: focuses on productivity •Gross Profit: focuses on margin efficiency 1.5 = You’re covering labor and overhead, but margins are tight 1.8–2.2 = Solid performance 2.5+ = Strong labor efficiency, pricing, and crew productivity For example, if you pay your crew $10,000 and that labor produces $25,000 in revenue, your dLER is 2.5. I love this metric because it tells you when you’ve got an issue with efficiency, price, or productivity and can be calculated for each job and the business. It also helps with when to hire. And you can do the same for management LER. Last is over course NOI & cash. To summarize on a daily/weekly level you should know and monitor these: Gross rev (daily) Gross profit % dLER NOI Cash balance @luke_templin has a cool SaaS called findaily.io that will email you all of this info daily and is super cheap… like $5/month. My $0.02
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This to me seems like a game changer for our industry. Being able to help firms automate delivery of advisory services.
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🚨A couple of Black Friday deals for accountants 🚨 Deal 1 - 30% off @FinDaily_io for 3 months with code BF2024. Get automated real-time financial information delivered to you while you sip your morning coffee☕. Deal 2 - $100 off my How to Start Offering Advisory Services in Your Accounting Firm course with code BF2024. Learn how to start offering CAS before a flat tax wipes out your tax firm 😜 Both deals expire on Monday (12/2). Links in comment 👇
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🚨A couple of early Black Friday deals for accountants Subscribers to my newsletter, The CAS Cache, will get a better deal tomorrow morning. Link 👇 to subscribe Deal 1 - 30% off FinDaily for 3 months with code BF2024. Get automated real-time financial information delivered to you while you sip your morning coffee☕. Deal 2 - $100 off my How to Start Offering Advisory Services in Your Accounting Firm course with code BF2024. Learn how to start offering CAS before a flat tax wipes out your tax firm 😜 Both deals expire on Monday (12/2). Links in comment 👇
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Client: I love ❤️ our @FinDaily_io email Me: Please tell me more Client: It is simple and gives me the exact information I want to see. The current month sales vs. goal motivates me. Also, I know what clients to talk about collections before meeting with them As accountants, we tend to overcomplicate Our clients typically only look at bank balances throughout the month. Then, when month-end happens, they are frustrated b/c they cannot course-correct FinDaily provides business owners automatically with a simple snapshot of their business finances so they can be proactive rather than reactive
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📢 Exciting news! We added formulas in @FinDaily_io Check it out 👇
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99% of entrepreneurs want real-time financial data from their accountant Most think they want a dashboard until month 2️⃣—when they stop logging in We are building @FinDaily_io to meet owners where they live— in their inbox 📧Delievered 🔢 > dashboard > 37+ day old 🔢
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📢 Exciting news! You can add multiple Plaid integrations in @FinDaily_io for $5/integration Here are a few use-case examples: - Connect multiple bank, credit, and loan accounts to one email - Multiple businesses in one email - Personal accounts in an email
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