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.

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.

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
Sheets-iconCreated with Sketch.
Coda

Compare

Pick the destination that matches the job

DestinationWorks best forSetupBuild on the data
Google SheetsFlexible analysis and reportingConnect a spreadsheetFormulas, pivots, charts, and custom models
NotionPersonal and business workspacesChoose a Notion page or workspaceDatabases, relations, views, and limited charts
AirtableStructured operational workflowsChoose an Airtable baseLinked records, views, and automations
CodaFinance systems inside docsInstall the Finta PackFormulas, buttons, views, and automations
MCPAI analysis and developer workflowsConnect a compatible AI clientPrompts, analyses, and controlled workflows
APIYour own product, scripts, or workflowFollow the developer docsWhatever 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

  1. 01

    Connect a financial source

    Securely connect supported banks and financial institutions, investment accounts, Stripe, or Mercury. What is available depends on the provider.

  2. 02

    Choose a destination and data

    Pick the accounts and records you want Finta to send to your workspace or make available through MCP.

  3. 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

12,000+supported banks and financial institutionsSearch coverage before setup to confirm Finta supports the accounts you use.
2.2M+unique transaction records createdMore than 2.2 million unique transaction records created in customers' connected destinations since July 2025.
Read-onlybank connectivityFinta cannot move money. Bank credentials are handled by secure connection providers and are not stored by Finta.

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

MCP

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.

API

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.

Search Finta

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