Sync SoFi data to Coda
Automatically sync your SoFi banking data to Coda with Finta. Connect accounts, transactions, balances, and investments seamlessly and keep your Coda workspace up-to-date daily.
No credit card required during trial
Supported Data Types
See exactly what data syncs daily from SoFi to Coda
| Data Type | Status | Description |
|---|---|---|
Account Balances | Supported | Current account balances updated daily |
Transactions | Supported | Transaction history and details |
Investments | Supported | Investment holdings and performance |
Liabilities | Supported | Credit card and loan balances |
Automate Your SoFi Finances
Want to keep your SoFi banking data seamlessly organized in Coda? Finta makes it easy to automatically sync your SoFi accounts, transactions, balances, and investments right into your Coda workspace—no manual data entry required. With secure Plaid-powered connections, you can create live dashboards, custom trackers, and up-to-date financial views in minutes.
Whether you're tracking your spending, monitoring your investments, or managing team finances, Finta bridges the gap between your SoFi accounts and Coda. Get started in just a few clicks and see your SoFi financial data update daily, right where you need it.
How to Get Started
Set up your SoFi to Coda sync in just a few steps
Connect to SoFi
Securely link your SoFi bank account to Finta using Plaid. Plaid handles the secure authorization process—Finta never sees or stores your bank credentials.
Set Up Your Coda Destination
Set up your Coda destination using one of Finta's ready-made templates or by connecting to existing Coda databases. You're in control of exactly where your SoFi data lives.
See Your Data Sync
Finta will automatically sync your SoFi data to Coda daily. Track your account balances, transactions, and investments all in one place.
Security & Privacy
Finta never sees or stores your bank credentials. All bank connections are secured through Plaid, which meets the highest US security standards. Your financial data is encrypted and protected at every step of the process.
Frequently Asked Questions
How often does SoFi data sync to Coda?
SoFi data syncs to Coda daily, typically updating overnight to ensure your Coda workspace has fresh data each morning.
Is it safe to connect SoFi to Finta?
Yes, connecting SoFi to Finta is completely safe. We use Plaid's bank-grade security infrastructure, and Finta never sees or stores your banking credentials.
What data can I sync from SoFi to Coda?
You can sync account balances, transactions, investments, liabilities from SoFi to your Coda workspace.
Ready to manage your SoFi finances in Coda?
Join thousands of users who trust Finta to automate their financial data workflows.
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