FinDaily.io

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Monitor cash flow effortlessly: connect accounts to get automated emails with key data—no login needed

[FinDaily.io @FinDaily_io]

Check out @JStaatsCPA's New Tech for Accountants (2023) 👇 #CASTwitter and #TaxTwitter

Featuring me 🤖

[Luke Templin @luke_templin]

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

https://t.co/i1IxJSNlzb via @ein_news

[Luke Templin @luke_templin]

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 👇

[FinDaily.io @FinDaily_io]

@ConnorAbene is right

Underrated financial habit → weekly reviews→ peace of mind 🧠

With FinDaily, you can take it further by automating the reviews to run without ever logging into an app

[Connor Abene @ConnorAbene]

Underrated financial habit:

Weekly review.

Check:

• Cash balance
• Receivables due
• Upcoming payables
• Any variances from last week

5 minutes with your numbers can prevent 5 months of damage.

[Luke Templin @luke_templin]

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

[FinDaily.io @FinDaily_io]

🤖💓

[Luke Templin @luke_templin]

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 🔗👇

[Luke Templin @luke_templin]

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

[Luke Templin @luke_templin]

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

[CPAGuy @Taxguy33962]

@luke_templin With findaily - every day :)

[Vince Porter @vipcpa]

@luke_templin Does it count if you got fin daily giving you the update !?

[FinDaily.io @FinDaily_io]

@Taxguy33962 @luke_templin 🤖💓

[Luke Templin @luke_templin]

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

[Josh @CFOJosh]

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 https://t.co/CiZ4egtosr that will email you all of this info daily and is super cheap… like $5/month.

My $0.02

[Craig Hausz, CPA @CPATaxTeam]

@luke_templin @FinDaily_io This to me seems like a game changer for our industry. Being able to help firms automate delivery of advisory services.

[FinDaily.io @FinDaily_io]

@ProductHunt 20% MoM MRR growth

[Luke Templin @luke_templin]

🚨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 👇

[Luke Templin @luke_templin]

🚨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 👇

[Luke Templin @luke_templin]

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

[Luke Templin @luke_templin]

📢 Exciting news!

We added formulas in @FinDaily_io

Check it out 👇

[FinDaily.io @FinDaily_io]

@ProductHunt 🔢➡️📩