Finta
Ranked in Investor Relationship Management Software ·Free trial· paid from $200/mo
About
Finta connects inbox, calendar, CRM, documents, and network context for relationship-driven work. Its AI assistant, Aurora, researches and prepares briefs from available context, drafts messages and documents, and carries out supported workspace actions. Scheduled workflows can sweep inbox, calendar, and CRM activity, prepare meeting briefs, draft replies, and identify next steps. Finta maps direct and second-degree connections with context based on recency and history. Trackable Share Pages and deal rooms support public, email, or verified access. Integrations include eligible Google and Microsoft inboxes and calendars, plus 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 to user-directed workflows. Its iPhone app is an official TestFlight beta. The Finta plan is 200.00 USD per month, billed monthly under a 12-month relationship, and includes 2,000 monthly credits and unlimited members. A 7-day trial is available; there is no free plan.
Who it is for
Finta is aimed at relationship-driven work including fundraising, sales, partnerships, investor relations, client work, portfolio support, hiring, and strategic follow-up. It may suit teams that want an assistant working across connected inbox, calendar, CRM, and compatible apps.
What is good
- Maps direct and second-degree connections.
- Aurora can prepare briefs, drafts, and next steps.
- Supports Google and Microsoft inbox and calendar connections.
- Share Pages and deal rooms have access controls.
- Users choose what Aurora can access.
What to know first
- No free plan is available.
- iPhone app is an official TestFlight beta.
- Credits reset monthly and vary by task and source.
Verdict
Finta brings relationship context and workflow assistance together, with integrations and access controls for teams. Review the monthly credit allowance and action-confirmation requirements against your intended workflows.
Compared on investor relationship management software
Facts
- Product
- Finta connects inbox, calendar, CRM, documents, and network context to help users understand relationships and move work forward.finta.ai · 5 Oct 2026
- AI assistant
- Aurora researches and briefs from available context, drafts messages and documents, and performs supported workspace actions.finta.ai · 5 Oct 2026
- Relationship mapping
- Finta maps direct and second-degree connections and shows relationship context based on recency and history.finta.ai · 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 · 5 Oct 2026
- Share Pages
- Finta provides trackable pages and deal rooms with public, email, or verified access controls.finta.ai · 5 Oct 2026
- Integrations
- Finta supports eligible Google and Microsoft inbox and calendar connections, plus compatible apps through MCP.finta.ai · 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 · 5 Oct 2026
- iPhone
- Finta for iPhone is offered as an official TestFlight beta for supported mobile CRM and relationship workflows.finta.ai · 5 Oct 2026
- Chrome extension
- The Chrome extension saves supported LinkedIn, company, and browser context into a user-directed Finta workflow.finta.ai · 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 · 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 · 5 Oct 2026
- Usage limits
- Credits reset monthly, and their use varies by model, task, connected source, and availability.finta.ai · 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 · 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 · 5 Oct 2026
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Where it ranks on Inferse
Sources
- finta.ai· checked 5 Oct 2026
- finta.ai/product/aurora· checked 5 Oct 2026
- finta.ai/pricing· checked 5 Oct 2026
- finta.ai/product/integrations· checked 5 Oct 2026
- finta.ai/official-apps· checked 5 Oct 2026