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Finta can sync accounts, transactions, holdings, and investment transactions into an Airtable base. Available records depend on the financial source you connect.

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Connect Airtable

  1. In Finta, create a destination and choose Airtable.
  2. Authorize the Airtable account that owns the base.
  3. Select the base and the records you want Finta to sync.
Finta creates and updates tables in the selected base. You can add views, linked records, formulas, and automations around the synced data.

Create a destination

Follow the shared destination setup flow.