Finta Pack for Coda: Complete Financial Data Automation

Transform Coda into your all-in-one financial workspace with Finta's official Coda Pack. Seamlessly sync bank accounts, investment portfolios, and Stripe payment data directly into your docs—combining Coda's powerful formulas and automations with real-time financial intelligence that updates automatically.

The Official Financial Data Pack for Coda

Finta brings institutional-grade financial data directly into Coda through our native pack integration. Connect all your financial accounts once, then watch as transactions, balances, and investment data flow seamlessly into your tables—no exports, no manual updates, just live financial data that works perfectly with Coda's unique capabilities.

Built as a Native Coda Pack

• True Pack Integration: Install Finta directly from Coda's Pack Gallery for seamless setup and updates.
• Formula-Compatible: All financial data syncs in formats optimized for Coda's formulas and calculations.
• Automation-Ready: Trigger workflows based on new transactions, balance changes, or payment events.

Comprehensive Financial Data in Your Docs

Banking & Transaction Intelligence

• Universal Bank Support: Connect checking, savings, and credit cards from 11,000+ institutions
• Rich Transaction Details: Merchants, categories, amounts, dates, and pending status
• Real-Time Balances: Current balance, available credit, and account metadata
• Historical Import: Bring years of past transactions into Coda instantly

Investment Portfolio Tracking

• Complete Holdings View: Stocks, ETFs, mutual funds, bonds, and cryptocurrency positions
• Performance Metrics: Unrealized gains, daily changes, cost basis, and total returns
• Market Intelligence: Real-time prices, dividend tracking, and sector allocation
• Transaction History: Every trade, dividend, and corporate action tracked automatically

Stripe Business Metrics

• Revenue Analytics: Track gross volume, net revenue, refunds, and processing fees
• Customer Intelligence: Monitor subscriptions, churn rates, and lifetime values
• Payment Details: Successful charges, failed payments, and dispute tracking
• Payout Reconciliation: Match Stripe transfers with bank deposits automatically

How the Finta Pack Works

Getting started with financial automation in Coda takes minutes:

Security You Can Trust

Finta prioritizes your financial security at every step. We use Plaid and GoCardless—the same technology trusted by major financial apps—to securely connect to your bank accounts. We never see or store your banking credentials. For Stripe and Mercury connections, we only use read-only access tokens, ensuring we can view your data but never make changes or initiate transactions. Your financial information flows directly from your institutions to your Coda tables through encrypted channels, giving you complete visibility while maintaining the highest security standards.

Transform Coda Into Your Financial Operating System

Personal Finance Management

Build sophisticated financial tracking systems that update automatically. Create net worth dashboards that reflect real-time account balances, design budget trackers that categorize expenses automatically, and monitor investment performance across all your portfolios. Coda's flexibility combined with Finta's live data creates unlimited possibilities for personal finance management.

Business Financial Operations

Centralize your entire financial operation in Coda docs. Monitor cash positions across multiple business accounts, track Stripe revenue alongside operating expenses, and build financial models that update with actual data. Create different views for stakeholders, automate expense approvals, and generate reports that always reflect your current financial position.

Investment Research & Tracking

Design a comprehensive investment management system using Coda's document model. Track portfolio performance with real-time pricing, link holdings to research notes, and build rebalancing calculators that reflect current positions. Create watchlists that monitor opportunities and automated alerts for portfolio changes.

Pack Features That Power Your Workflow

• Native Coda Tables: Financial data appears as standard Coda tables, working seamlessly with all Coda features.
• Smart Sync Controls: Choose between manual refresh, hourly updates, or daily synchronization.
• Multi-Account Support: Connect unlimited financial accounts and organize them across different tables.
• Custom Field Selection: Choose exactly which data fields to include in your Coda tables.
• Cross-Doc Compatibility: Use the Finta pack across multiple docs with centralized account management.

Real Success Stories from Coda Users

"The Finta pack transformed how I manage finances in Coda. I built a complete financial dashboard that combines checking accounts, credit cards, and investment portfolios—all updating automatically. It's like having a personal CFO in my Coda doc." — Michael C., Freelance Consultant

"We use Coda for everything, and Finta's pack finally brought our financial data into our workspace. Now we track Stripe charges, monitor burn rate, and forecast cash flow all in one doc with real-time data. Game-changing for our startup." — Sarah K., Founder

Start Building with the Finta Pack Today

Stop copying financial data between systems. End manual transaction entry. With the Finta pack, your Coda docs become intelligent financial platforms powered by real-time data from all your accounts.

Install the Finta pack now from Coda's Pack Gallery and transform your docs into a comprehensive financial workspace. Connect your accounts in minutes and watch your financial data come alive in Coda.