Finta Change Log

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

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  1. 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.