Freedom251 › Investor Relationship Management Software
Finta
What Finta is
Finta is a relationship-work platform that brings inbox, calendar, CRM, documents, and network context together. Its AI assistant, Aurora, uses available context to research and prepare briefs, draft messages and documents, and carry out supported workspace actions. It can run scheduled inbox, calendar, and CRM reviews, prepare meeting briefs, draft replies, and identify next steps. Finta maps direct and second-degree connections, showing relationship context based on recency and history. Trackable Share Pages and deal rooms can be shared with public, email, or verified access controls.
Finta connects eligible Google and Microsoft inboxes and calendars, and compatible apps through MCP. Its app catalog lists 36 current Aurora apps, including HubSpot, Attio, Slack, Notion, Dropbox, Zapier, and Make. The Chrome extension can save 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; Finta says it does not train on their data. Aurora can prepare research and drafts without sending them, while supported actions may require confirmation depending on action and configuration. Plans start at $200 a month, with a 7-day trial.
Who it suits
Finta suits people doing relationship-driven work, including fundraising, sales, partnerships, investor relations, client work, hiring, and strategic follow-up. Teams that want inbox, calendar, CRM, and network context together can use Aurora for research, meeting preparation, drafts, and supported actions.
What it does well
- Maps direct and second-degree connections with recency and history context.
- Aurora can prepare meeting briefs, drafts, and next steps.
- Share Pages and deal rooms have configurable access controls.
- Connects eligible Google and Microsoft inboxes and calendars.
- Finta plan includes unlimited members and 2,000 monthly credits.
What to know first
- The Finta plan has a 12-month relationship commitment.
- The Finta plan costs $200 a month.
- iPhone access is offered as a TestFlight beta.
- Monthly credit use varies by task, model, source, and availability.
Limits
The Finta plan includes 2,000 credits per month, and credit use varies by model, task, connected source, and availability. Advisory includes 5,000 monthly credits, while Elite Team includes 10,000 or more.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Elite Team | 12-month relationship, billed monthly · From $1,000/month · 10,000+ credits per month · Two Team Hours per month · Priority one-business-day response target | $1,000 a month |
| Finta | 12-month relationship, billed monthly · 2,000 credits per month · Full Finta platform · Unlimited members | $200 a month |
| Advisory | 12-month relationship, billed monthly · 5,000 credits per month · Full Finta platform · Two 30-minute advisory sessions per month · Advice and review only | $500 a month |
As finta.ai lists them, read 5 Oct 2026. The maker's own page has the final word.
Getting started
- Visit https://finta.ai/.
- Start the 7-day trial.
- Choose a plan: Finta, Advisory, or Elite Team.
- Connect eligible Google or Microsoft inbox and calendar accounts.
- Add compatible apps through MCP, as needed.
- Use the Chrome extension or the iPhone TestFlight beta for supported workflows.
Verdict
Choose Finta if relationship-driven work benefits from connected communication, CRM, documents, and network context, with Aurora to support research and follow-up. Look elsewhere if you need a free plan or do not want a 12-month relationship commitment.
Questions
How much does Finta cost?
The Finta plan costs $200 a month, billed monthly under a 12-month relationship. Advisory is $500 a month and Elite Team is $1,000 a month, also with a 12-month relationship.
Is there a free plan or trial?
Finta has no free plan. A 7-day trial is available.
What platforms does Finta support?
Listed platforms are API, extension, iOS, and web. Finta for iPhone is offered as an official TestFlight beta for supported mobile CRM and relationship workflows.
What integrations are available?
Finta supports eligible Google and Microsoft inbox and calendar connections, plus compatible apps through MCP. Its apps page lists 36 current Aurora apps, including HubSpot, Attio, Slack, Notion, Dropbox, Zapier, and Make.
What do the plans include?
Finta includes 2,000 monthly credits, the full platform, and unlimited members. Advisory includes 5,000 monthly credits and two 30-minute advisory sessions per month; Elite Team includes 10,000 or more monthly credits and two Team Hours per month.
How does Finta handle data access and actions?
Finta says users choose what Aurora can access and that it does not train on their data. Aurora can prepare research and drafts without sending them; supported actions may require confirmation depending on the action and configuration.
Facts from Finta's own pages
- AI assistant
- Aurora researches and briefs from available context, drafts messages and documents, and performs supported workspace actions. · 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
- 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
- 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
- Chrome extension
- The Chrome extension saves supported LinkedIn, company, and browser context into a user-directed Finta workflow. · 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
- Integrations
- Finta supports eligible Google and Microsoft inbox and calendar connections, plus compatible apps through MCP. · 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
- 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
- Product
- Finta connects inbox, calendar, CRM, documents, and network context to help users understand relationships and move work forward. · 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
- Share Pages
- Finta provides trackable pages and deal rooms with public, email, or verified access controls. · 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
- Usage limits
- Credits reset monthly, and their use varies by model, task, connected source, and availability. · finta.ai, 5 Oct 2026