Finta is an AI relationship intelligence workspace and CRM, with the Aurora assistant, for fundraising, sales, and partnership teams that work through relationships.
About
Finta is an AI relationship intelligence workspace and CRM built around an assistant named Aurora. It addresses a common problem for founders, sales teams, and partnership professionals: important relationships and deals live scattered across inboxes, calendars, documents, and contact lists, so follow-up slips and warm introductions go unnoticed.
Users connect tools such as Gmail or Outlook and Google Calendar, and Finta builds a private relationship map showing who knows whom, the history behind each connection, and credible paths to people the user wants to reach. Aurora, the platform's AI assistant, then acts on that context by organizing daily priorities, drafting replies from real thread history, preparing meeting briefs, and turning stalled deals into actionable next steps. Finta is developed by Finta, Inc., and positions itself as a single flat-price workspace that can replace a stack of separate CRM, AI, and productivity subscriptions.
Key Features
Pricing & Fees
- Pricing: Three subscription plans are listed: Finta at $200/month with 2,000 monthly credits, Advisory at $500/month with 5,000 credits and two 30-minute advisory sessions per month, and Elite Team starting at $1,000/month with 10,000+ credits plus execution support from the Finta team.
- Free trial: A 7-day free trial is available; it requires a credit card and can be cancelled at any time.
- Integrations: Finta connects with Gmail, Outlook, Google Calendar, LinkedIn, Slack, Zoom, Google Drive, a Chrome extension, an iOS app, and MCP.
- Security: The platform lists CASA Tier 2 verification (Cloud Application Security Assessment), states that it does not train on customer data, and allows disconnection of any integration at any time.
Who It's For
Finta is aimed at relationship-driven professionals, especially founders raising pre-seed or seed capital, sales and business development teams, partnership managers, and investor relations staff. Typical uses include tracking a fundraising pipeline, finding warm introduction paths to investors or buyers, preparing for meetings with briefs and talking points, and keeping follow-up on track across many concurrent conversations. The company also runs a Fundraising Academy and an Elite concierge tier for teams that want hands-on help running a capital process.
FAQ
What is Finta?Finta is an AI relationship intelligence workspace and CRM from Finta, Inc., whose Aurora assistant organizes inbox, calendar, CRM, and relationship context for fundraising, sales, and partnership work.
How much does Finta cost?Published plans are Finta at $200/month, Advisory at $500/month, and Elite Team from $1,000/month, each including a monthly allowance of Aurora credits; a 7-day free trial requires a credit card.
Which tools does Finta integrate with?Supported connections include Gmail, Outlook, Google Calendar, LinkedIn, Slack, Zoom, Google Drive, a Chrome extension, an iOS app, and MCP.
Does Finta train AI models on user data?No. The company states it never trains on customer data, lets users choose what Aurora can access, and allows disconnection of integrations at any time.
Can Finta replace a CRM and other subscriptions?Finta markets itself as consolidating CRM, AI assistants, inbox and calendar tools, task management, and document sharing into one flat-price workspace, though actual savings depend on the specific tools and plans a team replaces.
Related Tutorials
View all →
Related Tools
View all →
Gong Gong is a Revenue AI Operating System that captures and analyzes B2B customer interactions to help sales, revenue operations, and enablement teams close deals and forecast accurately. 
Copy.ai Copy.ai is an AI-native go-to-market (GTM) platform that automates sales prospecting, lead processing, content creation, and localization workflows for marketing, sales, and operations teams. 
HubSpot HubSpot is an AI-powered customer platform combining marketing, sales, service, content, and payment tools around a shared Smart CRM for growing businesses. 
Seismic Seismic is an AI-powered revenue enablement platform that helps sales, marketing, and customer-facing teams manage content, train sellers, and engage buyers. 
Trayo AI Trayo AI is an AI-native GTM signals platform that monitors target accounts for buying signals, identifies the right buyers, and drafts outreach for sales teams.