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Finta

Finta is a relationship-work platform that brings inbox, calendar, CRM, documents, and network context into one workspace.

Place
#11 of 25
Score
6.5
Finta's website

What Finta is

Finta is a relationship-work platform that brings inbox, calendar, CRM, documents, and network context into one workspace. Its Aurora assistant can research available context, prepare briefs, draft messages and documents, and perform supported workspace actions. Scheduled inbox, calendar, and CRM sweeps can produce meeting briefs, draft replies, and identify next steps. Finta maps direct and second-degree connections, adding relationship context from recency and history. Trackable Share Pages and deal rooms support public, email, or verified access. Eligible Google and Microsoft inboxes and calendars connect, along with compatible apps through MCP; the catalog lists 36 Aurora apps, including HubSpot, Attio, Slack, Notion, Dropbox, Zapier, and Make. An iPhone TestFlight beta supports mobile CRM workflows, while the Chrome extension captures supported LinkedIn, company, and browser context.

Good

  • Connects inbox, calendar, CRM, documents, and network context
  • Aurora prepares briefs, drafts, and supported workspace actions
  • Maps direct and second-degree relationships
  • Trackable Share Pages and deal rooms
  • Available on web, iOS, API, and extension

Watch out

  • No free plan
  • Credits reset monthly and vary by task
  • Some actions require confirmation

Who it suits

Finta suits relationship-driven work such as fundraising, sales, partnerships, investor relations, client work, hiring, and strategic follow-up. It is also aimed at teams needing CRM, investor, portfolio, or deal workflows.

Verdict

Finta combines relationship mapping, CRM context, and Aurora-assisted daily workflows for users whose work depends on connections. Its paid plans and usage-based credits make it a focused choice for relationship-driven teams rather than casual users.

Plans and prices

From Finta's own pricing page, checked 5 Oct 2026.

All about pricing
PlanPriceWhat it gives you
Finta$200 a month2,000 credits per month · Full Finta platform · Unlimited members · 12-month relationship, billed monthly
Advisory$500 a month5,000 credits per month · Full Finta platform · Two 30-minute advisory sessions per month · Advice and review only · 12-month relationship, billed monthly
Elite Team$1,000 a monthFrom $1,000/month · 10,000+ credits per month · Two Team Hours per month · Priority one-business-day response target · 12-month relationship, billed monthly

The facts

Each one read from Finta's own pages, with the date it was checked.

What it does

AI assistant
Aurora researches and briefs from available context, drafts messages and documents, and performs supported workspace actions.checked 5 Oct 2026
Audience
Finta describes itself as built for relationship-driven work such as fundraising, sales, partnerships, investor relations, client work, portfolio support, hiring, and strategic follow-up.checked 5 Oct 2026
Chrome extension
The Chrome extension saves supported LinkedIn, company, and browser context into a user-directed Finta workflow.checked 5 Oct 2026
Daily workflow
Aurora can run scheduled inbox, calendar, and CRM sweeps, prepare meeting briefs, draft replies, and identify next steps.checked 5 Oct 2026
Integrations
Finta supports eligible Google and Microsoft inbox and calendar connections, plus compatible apps through MCP.checked 5 Oct 2026
iPhone
Finta for iPhone is offered as an official TestFlight beta for supported mobile CRM and relationship workflows.checked 5 Oct 2026
Privacy control
Finta says users choose what Aurora can access, their context stays theirs, and Finta does not train on their data.checked 5 Oct 2026
Product
Finta connects inbox, calendar, CRM, documents, and network context to help users understand relationships and move work forward.checked 5 Oct 2026
Share Pages
Finta provides trackable pages and deal rooms with public, email, or verified access controls.checked 5 Oct 2026
Support
The Finta plan includes technical support; Advisory has a two-business-day response target and Elite Team has a priority one-business-day target.checked 5 Oct 2026
Usage limits
Credits reset monthly, and their use varies by model, task, connected source, and availability.checked 5 Oct 2026

Where it runs

App catalog
The official apps page lists 36 current Aurora apps, including HubSpot, Attio, Slack, Notion, Dropbox, Zapier, and Make.checked 5 Oct 2026
Approval boundary
Aurora can prepare research and drafts without sending, while supported actions may require confirmation depending on action and configuration.checked 5 Oct 2026
Relationship mapping
Finta maps direct and second-degree connections and shows relationship context based on recency and history.checked 5 Oct 2026

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