Finta Change Log

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

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  1. OnboardingAuroraDeal RoomsDocumentsCRMTeam workflows

    Smoother onboarding, deal room updates, and clearer daily workflows

    Onboarding, deal room, and everyday workspace flows got practical fixes that make setup, sharing, and follow-up smoother inside Finta.

    • Aurora-led onboarding now lands new teams in Today more reliably, keeps setup state in sync, and cleans up goal selection, inbox connection, and billing steps.
    • Aurora HTML pages in deal rooms save more reliably, while owner previews avoid false missing-document states as files finish loading.
    • Uploading a pitch deck into a deal now auto-fills empty pitch deck slots, and share links can take teams straight into the correct deal room builder.
    • Completed users stop getting bounced away from Today, Aurora shows low-balance guidance instead of a generic error, and CRM, team, and stage actions surface cleaner in-app errors.