Finta
What it is
Finta connects inbox, calendar, CRM, documents, and network context for relationship-driven work. Its Aurora assistant can research and prepare briefs from available context, draft messages and documents, and perform supported workspace actions. Scheduled inbox, calendar, and CRM sweeps can prepare meeting briefs, draft replies, and identify next steps. Finta maps direct and second-degree connections and presents relationship context based on recency and history. Trackable Share Pages and deal rooms offer public, email, or verified access controls. Eligible Google and Microsoft inboxes and calendars can connect, along with compatible apps through MCP; the apps page lists 36 current Aurora apps, including HubSpot, Attio, Slack, Notion, Dropbox, Zapier, and Make. The Chrome extension saves supported LinkedIn, company, and browser context into a user-directed workflow. Finta for iPhone is an official TestFlight beta for supported mobile CRM and relationship workflows. Users choose what Aurora can access, and Finta says it does not train on their data. The Finta plan costs $200 a month under a 12-month relationship, billed monthly, and includes 2,000 monthly credits; a 7-day trial is available.
For and against
For
- Maps direct and second-degree connections.
- Scheduled sweeps can prepare briefs and draft replies.
- Share Pages and deal rooms have access controls.
- Users choose what Aurora can access.
- A 7-day trial is available.
Against
- Finta plan requires a 12-month relationship.
- Credits reset monthly and vary by usage.
- iPhone app is offered as a TestFlight beta.
The verdict
Finta brings relationship context and workflow assistance together, with research, drafting, and supported workspace actions. Its monthly credit limits and 12-month relationship are important terms to consider.
Who it suits
Finta suits people doing fundraising, sales, partnerships, investor relations, client work, hiring, or strategic follow-up. Its tools are oriented toward keeping relationship context and daily work together.
Plans and prices
Finta
2,000 credits per month · Full Finta platform · Unlimited members
Read 5 Oct 2026 · finta.ai
Advisory
5,000 credits per month · Full Finta platform · Two 30-minute advisory sessions per month · Advice and review only
Read 5 Oct 2026 · finta.ai
Elite Team
From $1,000/month · 10,000+ credits per month · Two Team Hours per month · Priority one-business-day response target
Read 5 Oct 2026 · finta.ai
On the record
- AI assistant
- Aurora researches and briefs from available context, drafts messages and documents, and performs supported workspace actions.finta.ai · read 5 Oct 2026
- App catalog
- The official apps page lists 36 current Aurora apps, including HubSpot, Attio, Slack, Notion, Dropbox, Zapier, and Make.finta.ai · read 5 Oct 2026
- Approval boundary
- Aurora can prepare research and drafts without sending, while supported actions may require confirmation depending on action and configuration.finta.ai · read 5 Oct 2026
- Audience
- Finta describes itself as built for relationship-driven work such as fundraising, sales, partnerships, investor relations, client work, portfolio support, hiring, and strategic follow-up.finta.ai · read 5 Oct 2026
- Chrome extension
- The Chrome extension saves supported LinkedIn, company, and browser context into a user-directed Finta workflow.finta.ai · read 5 Oct 2026
- Daily workflow
- Aurora can run scheduled inbox, calendar, and CRM sweeps, prepare meeting briefs, draft replies, and identify next steps.finta.ai · read 5 Oct 2026
- Integrations
- Finta supports eligible Google and Microsoft inbox and calendar connections, plus compatible apps through MCP.finta.ai · read 5 Oct 2026
- iPhone
- Finta for iPhone is offered as an official TestFlight beta for supported mobile CRM and relationship workflows.finta.ai · read 5 Oct 2026
- Privacy control
- Finta says users choose what Aurora can access, their context stays theirs, and Finta does not train on their data.finta.ai · read 5 Oct 2026
- Product
- Finta connects inbox, calendar, CRM, documents, and network context to help users understand relationships and move work forward.finta.ai · read 5 Oct 2026
- Relationship mapping
- Finta maps direct and second-degree connections and shows relationship context based on recency and history.finta.ai · read 5 Oct 2026
- Share Pages
- Finta provides trackable pages and deal rooms with public, email, or verified access controls.finta.ai · read 5 Oct 2026
- Support
- The Finta plan includes technical support; Advisory has a two-business-day response target and Elite Team has a priority one-business-day target.finta.ai · read 5 Oct 2026
- Usage limits
- Credits reset monthly, and their use varies by model, task, connected source, and availability.finta.ai · read 5 Oct 2026
