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Monthly Financial Health Video.
How it works Use cases Features

Turn client financials into monthly trust-building videos

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Live result

Before

    With Monthly Financial Health Video

      Automated Financial Narratives

      Remotion generates polished videos that walk through P&L, cash flow, and key metrics in plain language. No scripts, no recording.

      White-Label for Your Firm

      Your logo, colors, and branding. Clients see your firm, not a generic template.

      Fish Audio Narration

      Professional voice without the studio session. 30-second to 2-minute videos ready to send the same day.

      Automatic Monthly Delivery

      Schedule videos to generate and send via email on the first of each month. Pull live data from QuickBooks or Xero each time.

      Motion Captures Attention

      Animations and graphics keep clients reading. They watch videos they skip PDFs.

      Retention and Upsell Hook

      Monthly touchpoints build confidence and lock in relationship. Creates openings for tax planning and advisory upsells.

      Built by Wishdeal Studio · About
      Resources for this product
      • Email drip

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      Want Monthly Financial Health Video · built out, or handed over?

      This is not a purchase and there is no card field. It puts your address, this product, and whatever you write below in front of a person, and you get a written answer about what finishing it, or handing it over for you to run yourself, would actually take.

      • A person reads these. Expect a reply in days, not minutes.
      • Your address is used to answer you. No sequence, no list, no sharing.
      • Ask to be removed and you are removed.

      Prefer the team to build it and run it for you? That is the operator partnership.

      Wishdeal Factory

      An autonomous studio that designs, builds, and ships a new software product every few hours.

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