Integrations
Your financial data, in the tools you already use
Connect your financial accounts once. Finta keeps the data you choose current in Notion, Google Sheets, Airtable, or Coda, and makes it available to compatible AI tools through MCP.
Bank connections are read-only. Finta cannot move your money.
Choose a path
Destinations
Choose where you want to work
Your destination determines how you organize, analyze, and act on your financial data. Pick the tool that already fits the way you work.
01
Google Sheets
Spreadsheet
Keep flexible financial spreadsheets current without repeating CSV exports.
Explore Google Sheets
02
Notion
Workspace database
Bring financial records into the workspace where you already plan and document.
Explore Notion
03
Airtable
Relational database
Organize financial records in relational bases built around your workflow.
Explore Airtable
04
Coda
Native Pack
Add finance-ready tables to your docs with the Finta Pack.
Explore Coda
For AI tools and developers
05
MCP
AI and developer connection
Give compatible AI tools controlled access to financial data available through Finta.
Explore Finta MCP
06
API
Developer connection
Build your own integration on financial data available through Finta.
Explore the API
MCP and the API are connections, not document destinations. Compatible AI tools and your own code can read your Finta data and take controlled actions on Finta-managed records. Neither can move money or change bank-side accounts.
How Finta fits in
Connect once. Keep working where you already work.
Finta sits between your financial sources and the tools where you do the work. Choose the accounts, data, and destinations you want. Finta keeps them in sync automatically on timing determined by each provider.
- Sources
- Banks, investments, Stripe, and Mercury
- Finta
- One connection, synced automatically
- Destinations
- Notion, Google Sheets, Airtable, Coda, and MCP
Compare
Pick the destination that matches the job
| Destination | Works best for | Setup | Build on the data |
|---|---|---|---|
| Google Sheets | Flexible analysis and reporting | Connect a spreadsheet | Formulas, pivots, charts, and custom models |
| Notion | Personal and business workspaces | Choose a Notion page or workspace | Databases, relations, views, and limited charts |
| Airtable | Structured operational workflows | Choose an Airtable base | Linked records, views, and automations |
| Coda | Finance systems inside docs | Install the Finta Pack | Formulas, buttons, views, and automations |
| MCP | AI analysis and developer workflows | Connect a compatible AI client | Prompts, analyses, and controlled workflows |
| API | Your own product, scripts, or workflow | Follow the developer docs | Whatever you build on the data |
Available fields and update timing depend on the connected source. The destination does not change what a bank or provider makes available.
Shared foundation
The same sources feed every destination
One Finta setup supports every path on this page. What is available depends on the provider, not on the destination you choose.
What you connect
Banks and cards
Supported checking, savings, credit, and loan accounts.
Investment accounts
Brokerage and retirement accounts from supported providers.
Stripe
Available business records from a connected Stripe account.
Mercury
Available business banking records from a connected Mercury account.
What Finta can send
Accounts and balances
Account details and balances by account type.
Transactions
Dates, descriptions, amounts, categories, account references, and status fields.
Holdings and investment activity
Positions and investment transactions for portfolio and net-worth work, where the provider supplies them.
Stripe and Mercury records
Business activity alongside bank activity in the same workspace.
How it works
From connected account to useful workspace
01
Connect a financial source
Securely connect supported banks and financial institutions, investment accounts, Stripe, or Mercury. What is available depends on the provider.
02
Choose a destination and data
Pick the accounts and records you want Finta to send to your workspace or make available through MCP.
03
Build on data that stays current
Use your tool's own formulas, views, relations, automations, or AI prompts. Finta keeps syncing automatically on timing set by each provider.
Proof and safety
Built for real financial data
Developers
Building with financial data?
Use Finta's developer tools when the destination is your own product, workflow, or AI client. Start with MCP for compatible AI tools, or build directly on the Finta API.
Two ways to build
Ask questions and run controlled workflows from a compatible AI client.
Claude Desktop and web, Claude Code, Cursor, VS Code Copilot, OpenAI Codex, and compatible remote HTTP MCP clients.
Pull financial data available through Finta into your own product, scripts, or workflow.
Documentation and implementation paths live in the developer docs.
Both can read financial data and take controlled actions on Finta-managed records. Neither can move money, alter bank connections, or modify bank-synced accounts.
Questions
Before you choose
Stop rebuilding the same financial view by hand
Choose where you want to work, connect the accounts you need, and let Finta keep the underlying data current.
7-day free trial. No credit card required.