Coda
Coda Integration

Sync your financial data to Coda

Manage your finances seamlessly within Coda. Connect your accounts, track spending, and visualize your financial journey all in one place.

Screenshot of accounts in Coda
Screenshot of transactions in Coda
Screenshot of holdings in Coda
Screenshot of investment transactions in Coda

Screenshot of accounts in Coda

What is Coda?

Coda is a powerful all-in-one document that combines the flexibility of documents, spreadsheets, and apps into a single canvas. Since its launch, Coda has been used for meeting notes, knowledge bases, and project management. Now, with Finta, it can be used for financial management for individuals, families, and businesses. Want to build interactive financial dashboards, embed financial data into your project plans, or collaborate with your team on financial decisions within Coda? Use Finta to make syncing your data automatic with the Finta Coda Pack.

Manage your finances in Coda

Whether you're using Coda to manage your personal goals or build a comprehensive business management system, you can now seamlessly incorporate your financial data. The Finta Coda Pack is designed to sync your financial data effortlessly into your docs, providing a dynamic solution for tracking your monthly budget, managing revenue streams, or visualizing your overall financial performance.

Want to add superpowers to your Coda docs? Use the rules engine to automatically categorize your transactions based on personalized rules, saving you time and effort.

How the Finta Coda Integration works

Setup your Coda destination in minutes by securely connecting Finta to your Coda account. We'll handle the rest.

1

Connect

Within Coda, add the Finta pack to your doc. The pack will guide you on how to connect your Finta account to Coda.

2

Select

Select which bank accounts and which tables you would like to sync to Coda.

3

Sync

Every day, Finta will automatically sync your financial data to your destination.

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