How it works
- Connect your accounts — Link your banks, credit cards, and investment accounts through Plaid, or connect directly to Stripe, Mercury, or GoCardless.
- Choose a destination — Pick where you want your data to go: Notion databases, Airtable bases, Google Sheets spreadsheets, or Coda docs.
- Sync automatically — Finta keeps your data in sync on a schedule you control. New transactions, updated balances, and investment changes flow into your destination without any manual work.
Data providers
Finta supports multiple ways to connect your financial accounts:| Provider | What it connects |
|---|---|
| Plaid | 12,000+ banks and financial institutions (checking, savings, credit cards, investments, loans) |
| Stripe | Stripe charges, customers, invoices, and Issuing transactions |
| Mercury | Mercury bank accounts for startups and businesses |
| GoCardless | Open banking connections for European bank accounts |
Destinations
Your financial data can sync to any of these tools:- Notion — Syncs to databases with full support for properties, relations, and formulas
- Airtable — Syncs to bases with custom fields, linked records, and automations
- Google Sheets — Syncs to spreadsheets with support for custom formulas
- Coda — Available as a native Coda pack with sync tables
Key features
Rules engine
Create custom rules that automatically categorize and transform your transactions as they sync. Match transactions by name, amount, or other criteria, then apply categories, rename merchants, or tag expenses. Rules run every time new data syncs, so your data stays organized without manual work.Charts
Visualize your financial data with embeddable charts in Notion. See income vs. expenses, spending by category, and account balance trends directly inside your workspace.Multi-account management
Connect unlimited accounts across all your financial institutions and manage them from a single dashboard. Route different accounts to different destinations based on how you want to organize your data.Security
Finta is designed with a read-only approach — it can read your financial data but cannot move money or modify your accounts. Your bank credentials are never stored by Finta directly. All bank connections are handled by Plaid, Stripe, Mercury, or GoCardless, each of which maintains their own security infrastructure and compliance programs. Data transferred between your accounts and your destinations is encrypted in transit. For full details on how your data is handled, see our Privacy Policy and Terms of Service.Next steps
Introduction
Get started with Finta
Contact us
Questions? Reach out to our team