Product updates

Finta Change Log

A running record of the tools and refinements we ship to make fundraising clearer, faster and more connected.

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Release date
October 2, 2026

Releases

Scroll through what we have shipped
  1. CRMDocumentsAuroraAutomationsTeam workflows

    Company CRM views, richer document insights, and smoother Aurora workflows

    Switch between contacts and companies in CRM, explore reader engagement and document follow-ups, and keep Aurora conversations and daily work on track.

    • Switch between contacts and companies from the CRM gear menu, with sortable, filterable company columns and organization grouping.
    • Explore dedicated document pages with reader engagement, slide-by-slide retention and named slides. Unlock engagement-based follow-ups, including three Aurora email drafts.
    • Preview Word files, see engagement by file version after replacing a document, and open PDFs more reliably in Safari.
    • Return to your last Aurora conversation when selecting Aurora, and follow delegated work directly in the conversation.
    • Get notified when an agent finishes a routine, with a link to its conversation. Routine status now reflects the owner’s on/off switch.
    • Today keeps Needs You reply cards tied to the selected mailbox and keeps completed meeting briefs visible while refreshing them.