Connect your banks, cards, and brokerage accounts, and Finta keeps transactions, balances, and investments current in the spreadsheet, workspace, or base you already use. With Storage Mode on, Claude, Cursor, and other MCP clients can read the same data. No more re-downloading CSVs every month.
No credit card required
Go beyond basic syncing with intelligent categorization, visual analytics, and multi-account orchestration
Visualize your financial data with embeddable charts in Notion
Auto-Categorize ✨
Jan 15, 2026
$27.56
Create custom rules to auto-categorize your transactions
Manage your personal finances in Notion and your business finances in Airtable. Your setup is totally up to you.
Connect all your financial accounts with enterprise-grade security and reliability
Sync your financial data to the tools you already use and love
Bank-level security and compliance standards protect your financial data
From personal budgeting to enterprise financial operations, see how Finta saves hours of manual work every week
Join 1,000+ users who've simplified their financial workflows with Finta.Set up takes less than 5 minutes.
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