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What's in the Daily Briefing?

Daily briefing, and how do I access it?

What is the Daily Briefing?

The daily briefing is a summary of all of your updates for the various features available in your plan.

 

Tania Free Plan Daily Briefing Updates include:

  1. Unreconciled Transactions
  2. End of Month Cashflow Forecast

 

Tania Starter Plan Daily Briefing Updates include:

  1. Unreconciled Transactions
  2. End of Month Cashflow Forecast
  3. 3 month Cashflow Forecast
  4. Accounts Receivables
  5. Accounts Payables
  6. Profit and Loss

 

Tania Business Plan Daily Briefing Updates include:

  1. Unreconciled Transactions
  2. End of Month Cashflow Forecast
  3. 3 month Cashflow Forecast
  4. Accounts Receivables
  5. Accounts Payables
  6. Profit and Loss
  7. Balance Sheet
  8. Financial Ratios

 

Accessing your Daily Briefing feature

You can access your Daily Briefing by going through the following steps. 

  1. When Alexa says "Would you like to listen to all of your updates through your business briefing, or, go to the main menu. Please say daily briefing, or say, main menu."
  2. You say "Daily Briefing"