Skip to main content
A bank connection is an authorized link between Finta and one of your financial accounts. Once connected, Finta automatically syncs your transactions, balances, and other financial data to your destinations. You can connect as many accounts as your plan allows and route them to different destinations based on how you want to organize your data.

​
Providers

Finta supports four providers. The right one depends on where your accounts are and what type of data you need.

​
When to use which provider

  • Plaid is the default for US and Canadian bank accounts. It covers the widest range of institutions including checking, savings, credit cards, investments, and loans.
  • GoCardless is for European and UK bank accounts. It uses open banking, which means your bank authorizes Finta directly (no screen-scraping).
  • Mercury is for Mercury customers who want a direct integration with webhook-triggered updates.
  • Stripe is for syncing your Stripe business data. It pulls in charges, customers, products, prices, subscriptions, and invoices.

​
How automatic syncs work

After connecting an account, Finta keeps your data in sync automatically. See How Finta syncs your data for the full provider schedule, first-sync behavior, and manual-sync options. Webhook-driven (Plaid, Mercury, Stripe): Plaid sends update notifications that trigger a sync. Direct Mercury connections use webhooks when Finta has an active Mercury webhook, and Stripe sends webhooks for supported events. Mercury connections without an active webhook sync hourly. Timing still depends on when the provider reports the activity. Scheduled (GoCardless): Finta schedules each connection around the request window reported by the bank. The interval varies, and Finta never schedules the next request more than 24 hours later.

​
Connecting your first account

Click Connect Account from the Accounts page in the Finta dashboard. Search for your institution and Finta will show you the available provider. Follow the prompts to securely authorize access. Finta requests read-only access to your financial data. Bank usernames and passwords are never stored by Finta—authentication is handled via OAuth tokens managed by the provider’s own security infrastructure.