How do I install the Finta Pack in Coda?

Open your Coda doc, choose Packs from the toolbar, search for Finta in the Pack Gallery, and install the pack. The Finta docs walk through the connection flow so you can authorize Finta and choose the financial tables you want to sync.

Does Finta work with Superhuman Docs?

Coda completed its rebrand to Superhuman Docs in July 2026. Existing Coda docs, workflows, and Packs — including the Finta Pack — continue to work under the new name, and coda.io doc links redirect to docs.superhuman.com.

What financial data can I sync to Coda with Finta?

Depending on the connected source, available data can include account details, balances, transactions, categories, holdings, investment transactions, Stripe records, and Mercury records. Not every source provides every field.

How often does Coda update?

Update timing depends on the connected bank or provider. Some sources update more frequently than others. Finta does not promise one universal real-time, hourly, or daily cadence.

Can Finta move money or change my bank accounts?

No. Finta uses read-only bank connectivity and cannot move money or modify bank-side accounts. The Finta Pack writes the records you authorize into your selected Coda doc.

Can I use Coda formulas and views with Finta Pack data?

Yes. Finta syncs financial data into standard Coda tables, so you can use Coda formulas, filters, views, and automations on top of the synced records.

Finta Pack for Coda

The Finta Pack forfinance-readyCoda docs

Install the Finta Pack, connect supported banks, investments, Stripe, and Mercury, and sync the records you need into structured tables ready for the formulas, views, and automations you already use.

Coda is now Superhuman Docs, following a rebrand completed July 2026. Existing Coda docs, Packs, and formulas — including the Finta Pack — continue to work the same way.

Start free trial View setup guide

7-day free trial. No credit card required.

Bank connections are read-only. Finta cannot move your money.

What syncs

Accounts, transactions, holdings, investment activity, Stripe and Mercury records

Setup

Install the Finta Pack, connect your accounts, pick a doc

Update timing

Automatic. Cadence depends on each connected provider

Bank access

Read-only bank connectivity

What syncs

Accounts, transactions, holdings, investment activity, Stripe and Mercury records

Setup

Install the Finta Pack, connect your accounts, pick a doc

Update timing

Automatic. Cadence depends on each connected provider

Bank access

Read-only bank connectivity

Coverage

12,000+ supported banks and financial institutions

The problem

Stop rebuilding the same tables every month

Coda already handles structured tables, formulas, and automations the way you want. The recurring work is getting reliable financial records into it. The Finta Pack removes the import step and leaves the doc to you.

JanuaryExport a CSV from each account, clean it up, and import rows into a table.
FebruaryExport a CSV from each account, clean it up, and import rows into a table.
MarchExport a CSV from each account, clean it up, and import rows into a table.
AprilRepeat next month.

Replace repeated imports

Stop exporting a CSV from every account and importing rows into the same doc.

Keep your structure

Use the tables, formulas, views, and automations you already built. The Finta Pack only keeps the records current.

Work from fresher records

Finta syncs available updates automatically. Timing depends on the connected bank or provider.

Automatic syncing

From connected accounts to tables that stay useful

Finta sits between your connected sources and Coda. You choose what to connect and where the available data belongs. Finta continues syncing automatically on provider-dependent timing.

Coda

Destination preview

See the data in Coda

The Finta Pack writes each type of record to its own table: accounts and balances, transactions, holdings, and investment activity. Connected Stripe and Mercury records land in the same doc. The rest is regular Coda, with your formulas, views, and automations built on top.

Finances

Start syncing now

Transactions

Date	Summary	Amount	Category	Merchant	Account
Sep 9, 2026	Amazon.com	-$47.99	Shopping	Amazon	Chase Checking
Sep 8, 2026	Spotify Premium	-$9.99	Subscriptions	Spotify	Chase Checking
Sep 7, 2026	Whole Foods Market	-$82.34	Groceries	Whole Foods	Chase Checking
Sep 6, 2026	Direct Deposit - Payroll	$3,250.00	Income		Chase Checking
Sep 5, 2026	Shell Gas Station	-$45.20	Transportation	Shell	Amex Platinum

Available fields vary by source. Not every provider supplies every field.

How it works

Set up once, then work in Coda

View the Coda Pack setup guide →

Install the Finta Pack

Add the Finta Pack to your Coda doc from the Pack Gallery and connect supported accounts through Finta's secure provider flows.

Choose the doc and the data

Authorize the Pack in the doc that becomes your Finta hub, and choose the available records you want to sync.

Build on the synced tables

Use Coda formulas, filtered views, and automations on top of the synced tables. Finta keeps available records current automatically on timing determined by each provider.

Ways to use it

Four ways people use it

The same synced tables feed personal budgets, business reports, investment views, and shared docs. Build the version that fits you.

Personal

Run your household finances

Review transactions, compare spending periods, maintain a budget, and roll balances into a net-worth view.

Business

Report on the business

Bring bank, Mercury, and Stripe activity into the doc you use for cash review, revenue analysis, and operating reports.

Investing

Track your portfolio

Use available holdings and investment activity to build allocation, performance, and net-worth views that match your approach.

Shared

Share a focused doc

Create a doc for a partner, advisor, or team using Coda's own access controls. Only share financial data with people who should have access.

Proof and safety

Broad coverage without bank-side control

Check bank coverage Read about security

12,000+supported banks and financial institutionsConfirm your institution in Finta's coverage directory before setup.

2.2M+unique transaction records createdMore than 2.2 million unique transaction records created in customers' connected destinations since July 2025.

Read-onlybank connectivityBank credentials are handled by secure connection providers and are not stored by Finta.

Boundary

Finta cannot move money

Bank connectivity is read-only. The Finta Pack can send available records to the Coda doc you authorize, but cannot initiate bank transactions or change your bank-side accounts. Finta never sees or stores your bank credentials.

Task resources

Start with the workflow you need

Import bank transactions into Coda

A step-by-step article on installing the Finta Pack and sending available transaction records into a doc.

Read the article →

Read the destination documentation

See the current Finta Pack installation and destination setup flow.

Open the docs →

“The Finta Coda.io pack is an amazing product. I use it for my business and for my personal finances because it satisfies several previously unmet needs. It works flawlessly and is so easy to set up. I now have complete visibility of the exact data that helps me.”
— Jeb Dasteel

FAQ

Frequently asked questions

Other destinations

Prefer another workspace?

Compare all integrations →

Google SheetsFormulas, pivots, and reports you already use.NotionConnected databases and planning workflows.AirtableRelational bases and operational workflows.MCPControlled access for compatible AI tools.

Make Coda the place you use financial data, not the place you rebuild it

Install the Finta Pack, connect the accounts you need, and let Finta keep your doc current.