Finta Change Log

Updates for Aurora, CRM, deal rooms, documents, onboarding, billing, automations, team workflows and more.

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  1. AuroraBilling

    Clearer low-balance guidance in Aurora

    Aurora now gives clearer guidance when a team is low on credits.

    • Aurora shows low-balance guidance instead of surfacing an error.
  2. Deal RoomsCRMBillingOnboardingAuroraTeam Workflows

    Smoother deal room downloads, steadier billing, and a clearer getting started flow

    This week's product updates made deal rooms easier to use, added more flexibility to CRM, tightened billing and Aurora reliability, and cleaned up the getting started experience for new teams.

    • Deal room document downloads now open in a separate tab, and teams can start from a built-in investor deal room template.
    • CRM now supports manual meeting logs, inline pipeline-stage updates, notes in the table, and resizable columns.
    • The getting started flow was reorganized and activation checklist follow-through was tightened, including fixes for cold outreach setup and default email triage behavior.
    • Billing and Aurora reliability improved with a Stripe subscription-resolution fix, restored compact dashboard navigation, and queue deduping to prevent stuck Aurora actions.
  3. CRMDeal RoomsOnboardingTeam Workflows

    Connected network workflows and more flexible deal rooms

    Relationship workflows became more informative and resilient, while deal rooms gained more flexible page and text-building tools.

    • Deal rooms now support linked multi-page libraries and richer text blocks.
    • Networks can be grouped by owner, show deeper import progress, and offer improved Reach relationship search.
    • Email connection, composer, and merge-tag fixes reduce friction in onboarding and outreach.
  4. CRMAuroraAutomationsTeam workflows

    Reach workflows, richer CRM signals, and smoother Aurora handoffs

    This week's update sharpened warm-intro and network workflows, added more useful CRM relationship signals, and smoothed Aurora and sequence handoffs across the dashboard.

    • Networks and Reach workflows added Aurora Picks, recommendations, and intro-request flows to help teams map warm paths and coordinate outreach from the dashboard.
    • CRM now surfaces live relationship strength, meeting and reply metrics, connection status counts, and engagement sorting so teams can prioritize warm contacts faster.
    • Aurora and sequence workflows are smoother, with the super chat toggle restored inside the active composer, the dashboard nav collapsing while Aurora is open, preserved CRM sorting after enrollment, a scrollable enrollment dialog, and clearer account-settings guidance when enrollment email setup blocks a send.
  5. AuroraOnboardingBillingDeal roomsDocuments

    Activation checklists, sharper Aurora controls, and richer deal room workflows

    This week added guided activation checklists, made Aurora easier to steer, and improved how teams build and share deal room pages and documents.

    • Founders now get a native activation checklist that tracks setup progress, supports restore and dismiss states, awards credits for completed steps, and pairs with clearer student verification and billing moments during onboarding.
    • Aurora is easier to use because the composer controls were rearranged, the model picker now presents model options more clearly, and failed page-generation actions fall back to simpler user-facing error messages instead of raw backend noise.
    • Deal room and document workflows are more capable with rebuilt page containers, multi-file document lists, safer rich text and video handling, and cleaner folder-based document organization inside shared rooms.
  6. AuroraCRMDeal roomsDocumentsTeam workflows

    Pulse relationship actions, smoother deal room editing, and clearer Aurora workflows

    This week introduced Aurora Pulse for relationship follow-up, tightened deal room editing, and made Aurora's document handling clearer inside the builder.

    • Aurora now includes Pulse, a ranked relationship action feed that helps teams work through CRM and network follow-ups with actions like open record, snooze, dismiss, move stage, draft email, research, and add to CRM.
    • Aurora now keeps downloadable document generation out of the deal room builder, so builder requests stay focused on HTML page editing while export workflows continue in the main Aurora chat.
    • Editing deal room terms is more stable because term rows now keep a fixed identity while text is being changed.
  7. AuroraDeal RoomsDocuments

    Aurora controls, richer deal room pages, and cleaner document browsing

    Aurora got a more polished reasoning control, while deal rooms picked up HTML page rendering and a faster list view for documents.

    • Aurora now uses a redesigned reasoning slider with improved thumb alignment and a more polished control surface.
    • Deal rooms can render AI-generated HTML pages and preview them inside both the builder and the shared viewer.
    • Document blocks now support a compact list layout so teams can scan attached files more quickly in deal rooms.
  8. OnboardingBillingDeal RoomsCRMAutomationsAuroraTeam Workflows

    Student verification, deal room forms, and Spaces sharing

    This week's product updates added student verification, richer deal room submission workflows, smarter automations, and more flexible Spaces and Aurora controls.

    • Eligible founders can now complete student verification during onboarding and billing with document upload, review, and status tracking built into the product.
    • Deal rooms can now collect structured form submissions, surface responses inside deals and contact engagement, and export submission summaries as PDFs.
    • CRM and sequence workflows now react to booked meetings, while new email triage and reply controls improve follow-up handling inside Finta.
    • Spaces now support a more complete builder flow with shared install pages, file attachments, workspace import, and shareable links for reusable team setups.
    • Aurora now gives users expanded model and effort controls, and onboarding better returns teammates to the right organization.
  9. IntegrationsAuroraOnboardingBillingTeam Workflows

    Integrations, Elite workspaces, and smoother team onboarding

    New integrations setup, Elite workspace tools, clearer credit cues, and smoother creator onboarding shipped across the Finta webapp.

    • Added a new Integrations settings page with Google and Microsoft connection entry points, iOS and Chrome install links, and step-by-step Aurora MCP setup for Claude, ChatGPT, and Cursor.
    • Launched the Elite workspace in the dashboard with shared coaching notes, autosaved story arcs, and PDF export for teams using Elite access.
    • Improved feedback and credit UX with a guided feedback flow, reward visibility in navigation, and clearer Aurora model credit pricing grouped by provider.
    • Simplified creator onboarding by claiming creator-pass access during login, routing creator organizations past the trial step, and showing creator plan labels correctly in navigation.
    • Fixed warm intro composer contact tracking so team members can send intro emails without losing the selected contact context.
  10. Deal RoomsDocumentsAuroraAutomations

    Richer deal rooms and safer document workflows

    Deal room builders and viewers gained more expressive components, safer document handling, and tighter Aurora collaboration.

    • Aurora and the deal room builder stay in sync when components are updated.
    • Document uploads are more reliable, while deal room rich text and public viewing received visual refinements.
    • Deal rooms can use accreditation gates, bank information, signatures, and clearer watermark treatment.
    • Automation skills are organized into browsable categories.
  11. AutomationsCRMAuroraDocuments

    Smoother sequences and CRM handoffs

    Automation and CRM workflows now make it easier to move from a conversation or daily task into the next fundraising action.

    • Aurora can consolidate add-app actions into the chat experience.
    • Email template saving, sequence prompts, and automation grouping received reliability and usability fixes.
    • Today supports adding the right contacts into CRM, while document uploads give clearer size and type feedback.
  12. OnboardingCRMDeal RoomsAuroraAutomations

    Polished setup experiences and deal room building

    Key account, onboarding, automation, and deal room touchpoints were refined for a more cohesive product experience.

    • Company settings, CRM, networks, and onboarding received coordinated setup and interface refinements.
    • Automation skills gained clearer document-focused presentation.
    • Aurora can work directly with deal room components from the builder workflow.
  13. CRMAutomationsTeam Workflows

    More control over CRM lists and automations

    Teams gained clearer controls for working CRM lists, sequence enrollment, and the daily fundraising pipeline.

    • CRM adds name sorting, unread-email indicators, a wider stage control, and duplicate-company protection.
    • Teams can filter contacts before sequence enrollment, archive automations, and choose a post-meeting skill template.
    • Batch email handling and the Today pipeline view are more practical for day-to-day follow-through.
  14. CRMAuroraDocumentsTeam Workflows

    Faster CRM navigation and Aurora workflows

    CRM, document, and Aurora workflows received practical fixes that reduce friction during daily fundraising work.

    • CRM contacts can be collapsed by organization, searched more directly, and shown with profile photos and clearer activity labels.
    • Aurora's chat continuation, task handling, and mobile message input are more dependable.
    • Document uploads flow through Aurora, onboarding, data rooms, and the document library with a more consistent experience.
  15. AutomationsDeal RoomsDocumentsAurora

    Polished outreach and more shareable deal rooms

    Everyday outreach and deal room tasks got cleaner paths, from editing templates to organizing files and shared links.

    • Aurora continues cleanly from the latest conversation, and email template edits open in the right-side composer.
    • Deal sharing makes the next action clearer, while document files can be renamed and video uploads are supported.
    • Aurora model availability and pricing updates keep model selection current.
  16. CRMDocumentsAuroraAutomations

    Smarter CRM connections and flexible documents

    CRM and document workflows gained new ways to find the right people, preserve context, and prepare outreach.

    • CRM lists can filter for untagged contacts, use existing connections, and surface super connectors.
    • Teams can upload ZIP archives into their documents and deal rooms.
    • Aurora respects user timezone context, while email merge-tag and composer fixes keep outreach more reliable.
    • Automation skills are available from the workflow experience.
  17. BillingOnboarding

    Smoother plan changes and credit top-ups

    Subscription changes and credit purchases now provide clearer confirmation and more reliable account updates.

    • Teams can move between plans with immediate upgrades and scheduled downgrades.
    • Billing confirms the updated plan and credit state after a checkout or portal return.
    • Top-up and Stripe synchronization fixes reduce billing interruptions.
  18. BillingAurora

    Clearer billing history, top-ups, and model pricing

    Billing settings made credit purchases, usage details, and Aurora model costs easier to understand and manage.

    • Billing settings now surface credit usage, transaction history, and low-balance guidance.
    • Teams can purchase credit top-ups directly from the billing experience.
    • Aurora model pricing stays aligned with the available model catalog.
  19. AuroraBillingAutomations

    Credit-aware Aurora and clearer usage

    Aurora became more explicit about model availability and the credit cost of the actions it can take for a team.

    • Aurora model choices and chat usage now reflect the current credit catalog.
    • Research, enrichment, document extraction, and sequence enrollment actions use the shared credit system.
    • Teams see usage information alongside the Aurora and billing workflows that consume credits.
  20. AuroraBillingTeam Workflows

    Credit balances, history, and billing controls

    Finta introduced clearer in-app credit visibility and billing controls for Aurora and fundraising workflows.

    • Credit balances and usage are visible across Aurora, the composer, navigation, and billing settings.
    • Billing now includes credit history, transaction details, and a credit-cost view before spend.
    • Credit-aware network enrichment and outreach actions keep teams informed about usage as they work.