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This guide walks you through setting up Finta from scratch. By the end, your financial data will be syncing automatically to the tool of your choice.

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Step 1: Create your account

Go to app.finta.io and create a free account. You can sign up with Google or enter your email to receive a one-time login code. New accounts start with a free trial so you can explore everything before subscribing.

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Step 2: Connect your bank accounts

After signing up, you’ll be prompted to connect your first bank account. Click Connect Account and search for your bank. Finta supports over 10,000 banks and financial institutions through several providers:
  • Plaid for US banks, credit cards, and investment accounts
  • GoCardless for European banks via open banking
  • Mercury for Mercury business bank accounts
  • Stripe for Stripe charges, customers, and invoices
Select your institution from the search results and follow the prompts to securely log in. Finta only has read-only access to your data and never stores your bank credentials. You can connect multiple accounts from different banks. There’s no limit during your trial.

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Step 3: Set up a destination

A destination is where your financial data gets synced to. Finta supports four tools:
  • Notion — syncs to databases
  • Airtable — syncs to bases
  • Google Sheets — syncs to spreadsheets
  • Coda — syncs via the Finta pack
After connecting your bank, the onboarding flow walks you through destination setup:

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Choose your tool

Select which tool you want to sync your data to.

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Authorize access

Connect your account for the tool you selected. For Notion, Airtable, and Google Sheets, you’ll authorize via OAuth. For Coda, you’ll enter an API token. Then choose whether to let Finta create a new workspace (spreadsheet, database, or page) for you, or select an existing one.

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Select accounts

Choose which of your connected bank accounts should sync to this destination. All accounts are selected by default, but you can uncheck any you want to exclude.

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Pick what to sync

Choose what you want to use this destination for. Options depend on your connected accounts:
  • View Account Balances — track balances across all accounts
  • Track Spending — sync transactions for budgeting and expense tracking
  • Monitor Investments — sync holdings and investment transactions
  • Manage Customers and Subscriptions — Stripe customer and subscription data
  • Review Invoices and Payments — Stripe invoice data
Finta creates the tables and structure for you automatically based on your selections.

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Configure settings

Give your destination a name and set a sync start date. The start date controls how far back Finta pulls historical transactions (defaults to 7 days ago, but you can change it). Click Create Destination and Finta kicks off your first sync.

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Step 4: Wait for your first sync

Your initial sync starts immediately after setup. Depending on how many accounts you connected and how far back your start date goes, this can take a few minutes. You’ll receive an email when your first sync is complete. You can also check progress from your destination page in the Finta dashboard.

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What happens next

After the first sync, your data stays up to date automatically. Plaid connections sync whenever your bank reports new activity. Mercury, GoCardless, and Stripe connections sync on a regular schedule. No manual work required. From your destination page, you can:
  • Manually refresh your data anytime using the sync button
  • Add more accounts to an existing destination
  • Create additional destinations to send the same data to multiple tools

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Optional: Set up rules

Once your data is flowing, you can create rules to automatically categorize and clean up your transactions. Rules run every time new data syncs, so transactions get categorized without any manual effort. Head to your destination page to start creating rules.