Destinations

Documentation Index

Fetch the complete documentation index at: https://docs.finta.io/llms.txt

Use this file to discover all available pages before exploring further.

A destination is where your financial data goes. You connect your bank accounts on one side and your productivity tool on the other. Finta handles everything in between, keeping your data in sync automatically. You can create multiple destinations to send the same bank data to different tools. Track personal spending in Notion while running business analytics in Google Sheets, all from the same bank connection.

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Supported destinations

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What data can sync

The data types available depend on which bank connections you have: From Plaid, GoCardless, and Mercury connections:

• Accounts — balances and account details across all your institutions
• Transactions — spending, income, and transfers with merchant names and categories
• Holdings — investment positions with current values (Plaid only)
• Investment transactions — buys, sells, and dividends (Plaid only)

From Stripe connections:

• Customers — your Stripe customer records
• Products and prices — your product catalog
• Subscriptions — active and past subscriptions with line items
• Invoices — invoice records with line items

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How syncs work

When you create a destination, Finta sets up the tables and fields in your chosen tool automatically. Your first sync runs immediately after setup. After that, syncs happen automatically whenever your bank reports new activity. New transactions, updated balances, and investment changes flow into your destination without any manual work. You can also trigger a manual sync anytime from the destination page.

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Automatic vs. manual table setup

When creating a destination, you can choose between two configuration methods: Automatic (recommended): Pick what you want to track (spending, balances, investments, Stripe data) and Finta creates the tables and fields for you. Manual: Map Finta’s data tables to existing tables in your workspace. Use this if you have a specific structure you want to preserve or if you’re connecting to tables that already have data.

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Next steps

To get started, create a destination from your Finta dashboard. Select your tool, authorize access, and Finta will handle the rest. You can also trigger a manual sync at any time from the destination page.