Finta
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정보
Finta automatically syncs your account balances, transactions, investments, and Stripe data directly into Notion.
Are you using Notion as your second brain? Now, you can effortlessly track your spending without the hassle of switching between apps. Do you run your business on Notion? With Finta, you can consolidate your customers, subscriptions, and invoices all in one place.
Supercharge your workspace with embeddable charts that visualize your data and a powerful rules engine that auto-categorizes your transactions based on your criteria.
Say goodbye to the limitations of traditional budgeting apps. Manage your finances the way you want—right in Notion!
사용 방법
1. Connect Your Bank Accounts
You can use Plaid to securely connect to your bank accounts, This third-party service handles the account connection process and does not allow the app to see or store your login credentials (not that we would ever want to). You can also connect directly to Stripe and Mercury Bank using our secure read-only, direct connection.
2. Create a Destination for Your Notion Workspace
Finta can automatically set up your databases, or you can map Finta to any databases you already have.
3. Watch Your Data Sync to Notion
Finta will automatically sync updates to your destination whenever new data comes in.
FAQ:
- Q: Are there any limits
- A: There are no limits! You can sync unlimited bank accounts to unlimited destinations. Want to use Finta to power your personal, business, and family finances? No problem!
- Q: Does Finta store any of my banking data?
- A: No, All financial data flows directly to your destination. No transactions, holdings, balances, investments, or payments data will be stored in any of our databases. This data is only fetched from Plaid, Stripe, or Mercury when it's time to sync. This also means that if you disconnect your account, Finta won't be able to access any of your data.
- Q: Is there a trial?
- A: There is a 7-day trial so that you can see if Finta meets your needs. No credit card is required during the trial.