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SPECIFICTION
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Finta

finta.ai

From $200/mo Free trial WebiOSAPIBrowser extension
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Spec score 8.1 #5 of 25 in Investor Relationship Management Software

What it is

Finta brings inbox, calendar, CRM, documents, and network context into one workspace for relationship-driven work. Its assistant, Aurora, can research available context, prepare briefs, draft messages and documents, and carry out supported workspace actions. Scheduled sweeps can review inbox, calendar, and CRM activity, prepare meeting briefs, draft replies, and surface next steps. Finta maps direct and second-degree connections, with relationship context tied to recency and history. Share Pages and deal rooms provide trackable pages with public, email, or verified access controls. Eligible Google and Microsoft inboxes and calendars can connect, alongside compatible apps through MCP; the app catalog lists 36 current Aurora apps. The Chrome extension saves supported LinkedIn, company, and browser context into a user-directed workflow. An iPhone app is offered as a TestFlight beta for supported mobile CRM and relationship workflows. The Finta plan costs $200 a 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.

Spec sheet

Product
Finta connects inbox, calendar, CRM, documents, and network context to help users understand relationships and move work forward.Read 5 Oct 2026 · finta.ai
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.Read 5 Oct 2026 · finta.ai
Integrations
Finta supports eligible Google and Microsoft inbox and calendar connections, plus compatible apps through MCP.Read 5 Oct 2026 · finta.ai
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.Read 5 Oct 2026 · finta.ai
AI assistant
Aurora researches and briefs from available context, drafts messages and documents, and performs supported workspace actions.Read 5 Oct 2026 · finta.ai
App catalog
The official apps page lists 36 current Aurora apps, including HubSpot, Attio, Slack, Notion, Dropbox, Zapier, and Make.Read 5 Oct 2026 · finta.ai
Approval boundary
Aurora can prepare research and drafts without sending, while supported actions may require confirmation depending on action and configuration.Read 5 Oct 2026 · finta.ai
Chrome extension
The Chrome extension saves supported LinkedIn, company, and browser context into a user-directed Finta workflow.Read 5 Oct 2026 · finta.ai
Daily workflow
Aurora can run scheduled inbox, calendar, and CRM sweeps, prepare meeting briefs, draft replies, and identify next steps.Read 5 Oct 2026 · finta.ai
iPhone
Finta for iPhone is offered as an official TestFlight beta for supported mobile CRM and relationship workflows.Read 5 Oct 2026 · finta.ai
Privacy control
Finta says users choose what Aurora can access, their context stays theirs, and Finta does not train on their data.Read 5 Oct 2026 · finta.ai
Relationship mapping
Finta maps direct and second-degree connections and shows relationship context based on recency and history.Read 5 Oct 2026 · finta.ai
Share Pages
Finta provides trackable pages and deal rooms with public, email, or verified access controls.Read 5 Oct 2026 · finta.ai
Usage limits
Credits reset monthly, and their use varies by model, task, connected source, and availability.Read 5 Oct 2026 · finta.ai

Plans and prices

Finta $200 a month 12-month relationship, billed monthly 2,000 credits per month · Full Finta platform · Unlimited members Read 5 Oct 2026 · finta.ai
Advisory $500 a month 12-month relationship, billed monthly 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 $1,000 a month 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 Read 5 Oct 2026 · finta.ai

Every Finta plan and price →

Strong points and limits

Strong points

  • Maps direct and second-degree relationships.
  • Scheduled inbox, calendar, and CRM sweeps.
  • Trackable Share Pages with access controls.
  • 2,000 monthly credits and unlimited members on Finta plan.

Limits

  • No free plan; trial lasts 7 days.
  • Finta plan is $200 a month.
  • Credits reset monthly and vary by task and source.
  • iPhone app is a TestFlight beta.

Who it suits

Finta suits people doing fundraising, sales, partnerships, investor relations, client work, portfolio support, hiring, or strategic follow-up. It may also fit teams that want relationship context and assisted research, with control over what Aurora can access.

Verdict

Finta combines relationship mapping, CRM context, and assistant-supported workflows for relationship-driven work. Check the monthly credit allowance and supported connections against your workflow before choosing a plan.

Where Specifiction places it

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