i like this idea. I would use something like this but it would need to present me with a way to sort into two buckets: personal spend and LLC spend. I would instantly stop paying quickbooks the $15/mo for that app.
I feel there are many use cases for an app that can just regularly pull financial transactions, perform a function on them and spit out an email on a regular basis or on some kind of a trigger.
I wrote a SaaS tool for letting me know when a stock sale would trigger a wash sale event for tax purposes. I host it at https://washsaleadvisor.com. It uses plaid to pull the trade transactions from most bank APIs and sends me a daily email with useful info. The last feature I added was refactoring the wash sale functionality into WASM functions and then put a code editor in the dashboard. Anyone who signs up could theoretically turn "wash sale advisor" into basically any operation that iterates through transactions and renders an email and sends via sendgrid.
I feel there are many use cases for an app that can just regularly pull financial transactions, perform a function on them and spit out an email on a regular basis or on some kind of a trigger.
I wrote a SaaS tool for letting me know when a stock sale would trigger a wash sale event for tax purposes. I host it at https://washsaleadvisor.com. It uses plaid to pull the trade transactions from most bank APIs and sends me a daily email with useful info. The last feature I added was refactoring the wash sale functionality into WASM functions and then put a code editor in the dashboard. Anyone who signs up could theoretically turn "wash sale advisor" into basically any operation that iterates through transactions and renders an email and sends via sendgrid.