Pricing

Start your workspace. Get more horsepower as you grow.

Finta is the AI workspace for relationship-driven teams. Every plan includes the full workspace — choose the credit pool that matches how much you want Aurora to help with research, drafting, follow-up, and daily execution.

7-day trial, card required·Cancel anytime·Core workspace on every plan
True multiplayer AIUnlimited team members on every plan — credits shared across your workspace.
Start here

Launch

Get started with Finta across your inbox, calendar, connections, files, and workflows.

$29/ month
Billed monthly
750
Aurora credits
per month

1x Aurora usage

Start free trial

Includes

  • Run Claude, Gemini, and OpenAI models in one workspace
  • Connect your inbox, calendar, people, and files
  • Use Aurora for light research, drafting, and planning
  • Organize contacts, organizations, opportunities, and shared materials
Most popular

Pro

More power for using Aurora every day to move your most important work forward.

$99/ month
Billed monthly
2,500
Aurora credits
per month

3x+ Aurora usage

Start free trial

Everything in Launch, plus

  • Everything in Launch
  • 3x+ more monthly Aurora usage than Launch
  • Premium Claude, Gemini, and OpenAI models
  • Work across documents, deals, networks, and communications
  • Use Aurora for research, drafting, follow-up, and next steps
Best for teams

Growth

Maximum usage for running high-stakes workflows across your whole team.

$200/ month
Billed monthly
5,000
Aurora credits
per month

Up to 7x Aurora usage

Start free trial

Everything in Pro, plus

  • Everything in Pro
  • Up to 7x more monthly Aurora usage than Launch
  • 2x more credits than Pro
  • Scheduled automations and background Aurora runs
  • Built for teams managing larger opportunities, relationships, and projects

Usage depends on selected model, context size, connected data, file analysis, and automation frequency. Credits reset monthly.

Any frontier model

Run on the best AI from every lab.

Aurora connects to Claude, GPT, and Gemini. Pick the right model for the job — or let SUPERCHAT distill answers across all three at once.

Every plan includes

The full Finta 2.0 workspace.

No gates across core tools. Organize relationships, understand signals, share materials, automate follow-up, and move work forward.

Today View

Daily command center for meetings, signals, tasks, & next actions.

Aurora Chat

Research, draft, summarize, plan, & execute with workspace context.

Tasks

Keep human and AI-generated next actions visible & moving.

CRM

Contacts, companies, stages, notes, tags, & history.

Shareable Pages

Share documents and track engagement through private, branded pages.

Documents

Organize, search, share, and reuse documents across workflows.

Networks

Map relationships and find paths to the people who matter.

Automations

Trigger emails, stage changes, scheduled Aurora work, & skills.

Inbox & Calendar

Bring inbox and meeting context into follow-ups, tasks, & Aurora.

Unlimited members

Bring your whole team without per-seat friction.

Compare plans

All include the full Finta 2.0 workspace

Launch

$29/mo

Start trial

Pro

$99/mo

Start trial

Growth

$200/mo

Start trial
At a glance
Aurora credits / month
750
2,500
5,000
Team members
Unlimited
Unlimited
Unlimited
Free 7-day trial
Today View — your daily operating dashboard
Aurora Chatincl. SUPERCHAT, voice, vision
MCP
Chrome Extension
iOS app
Tasks & Action Queue
Inbox & calendar syncGmail · Outlook
CRMpipeline · stages · custom fields
Shareable Pages
Document storagew/ vector search
Relationship intelligencenetworks & warm intros
Automations & workflow builder
Email templates & AI Skills
Today View — your daily operating dashboard
Personalized daily greeting & headline
Workspace activity micro-stats
Active pipeline / network / inbox metrics
Calendar snapshot (today + this week)
Inbox summary with important & follow-ups
AI-curated reading list
Pipeline funnel & stage health
Quick actions (add contact, new deal, compose)
Pitch deck preview & staleness hint
Recent Aurora conversations
Aurora Chat
Global Aurora panel (desktop + mobile)
Full-screen Aurora mode
Chat history & resume conversations
Model selector with per-chat overrides
Voice mode (streaming voice)
Image attachments for vision models
Context attach (contacts / deals / docs via @)
Streaming responses & tool log
SUPERCHAT — multi-model distill
Aurora proposals (email & calendar event cards)
Aurora memory & theme picker
Tasks & Action Queue
Aurora Tasks tab with hot / pending counts
Engagement signals (page views, email replies, etc.)
Stage stale & no-recent-contact signals
Task actions — draft, research, approve, snooze
Priority tiers — Hot / Timely / Routine
Scheduled Aurora reminders
Batch "Research all" missing contacts
Convert Aurora suggestions to native tasks
Inbox & Calendar context
Gmail integration (via Nylas)
Outlook integration (via Nylas)
Inbox-driven task signals
Calendar context for today & this week
Compose, reply & merge-tag email composer
Aurora-aware draft follow-ups
CRM
Contact CRM with custom pipeline stages
Tags, companies, sources, custom fields
Inline field editing
Saved filters & multi-field sort
Bulk actions — move stage, tag, enroll, email, delete
Stage-template emails with merge tags
Warm-intro email flow with connector
Super Connectors view
Research & automation enrollment indicators
CSV import & export
Column manager & saved views
Shareable Pages
Unlimited deals
Drag-and-drop page builder
Custom branded shareable pages
Public / email-required / verified access
Viewer analytics (views, time, downloads)
Watermarked pages
Verified viewers auto-added to CRM
Default deal & quick-share links
Duplicate / archive / activate flows
Documents & data room
Nested folder library
Drag-and-drop upload (files & folders)
Auto-detect category & deal association
Vector indexing for AI search
Shareable document links with analytics
Access controls — public / email / verified
List & grid views, bulk actions
Document storage
Generous
Generous
Generous
Networks & relationship intelligence
Gmail email network import
Outlook email network import
LinkedIn connections export import
Finta investor CSV import
Network sharing across workspaces
Relationship strength scoring
Relationship map & density rings
Aurora Picks — deal-fit recommendations
People Data Labs enrichment(uses credits)
Aurora enrichment(uses credits)
Bulk add-to-CRM & chat with Aurora from network
Automations & workflow builder
Visual automation editor
Send Email step with merge tags
Wait step (hours / days)
Advance Stage step
Schedule Aurora step (daily/weekly/monthly)
Send window, timezone, skip weekends
Stop-on-reply & reply-exit conditions
Per-automation analytics (sent, replied, bounced)
Built-in automation templates
Email templates & Skills
Reusable email templates with merge tags
Per-stage template library
Aurora Skills — reusable instructions
Built-in skills (Blind Spots, Expert Fundraiser, etc.)
Skill editor with markdown body
Admin & account
Team management
Custom pipeline stages
Signal configuration
Billing managed by Stripe
Mobile apps (iOS & Android)
Help Center & community
Support
Email support
Self-serve
Standard
Priority-friendly
Onboarding
Self-serve docs
Included guide
Included guide
Migration assistance
Available on request
Concierge / done-with-you
Via Elite

Teams on Finta

Built for teams who run on relationships.

Flamingo ElectricOn Time TrialsNew Day HydrogenRep'dEpoch Financial
Finta's built-in AI tools alleviate the stress, time and work of busy startup executives.
TW
Trent Warnke
Chief Strategy Officer · Flamingo Electric
Finta is reasonably priced, easy to use and provides educational tools that helped me understand the process of raising.
MB
Mike Baumwoll
Founder · Rep'd
Finta provides the benefits of working with an investment bank, with better service and measurable outcomes, at a fraction of the financial commitment.
JM
James Murray
ExSight Ventures
Finta was a very cost-effective and simple way to track conversations, share information and complete investments.
JS
Jerod Sikorskyj
CTO · Dentite
Finta allows you to manage interactions with prospective investors, track marketing efforts and build a deal doc — all in one place.
KF
Kevin Futch
Financial & Business Advisor · On Time Trials
Finta made it easy to run a tight fundraising process. Bringing clarity to where investors are in the funnel, tracking objections and making outreach easy with email templates.
DG
David Gonzalez
CEO · Arbol
Finta changed my entire approach to fundraising to something that looked more like a sales pipeline.
AB
Amantha Bagdon
Founder & CEO · RxPost
Finta filled a vital function for us. We had more than 100 ongoing conversations with VCs, and the process had become unwieldy to track with a spreadsheet.
ST
Seth Terry
CEO · New Day Hydrogen
Finta helped us track 100+ investor relationships in our pre-seed round and was essential for managing conversations.
AD
Alex De Marco
CEO · MoneyStack
Finta invigorates you to draft investor updates and expand your funnel to close your round.
JJ
Judd Johns
CEO · ODO
As soon as we joined Finta, we closed almost $100k of our investor pipeline in just our first 24 hours.
KD
Katerina Dimitiatos
COO · Epoch Financial
CASA Tier 2
Your data stays yours
Billing by Stripe
Cancel anytime
Need more support?

Elite Advisory

Finta plus a hands-on team helping run your workspace — CRM setup, workflow design, research, outreach drafting, document organization, and ongoing execution support.

Book a call with sales
Working with multiple clients?

Powered by Finta

Bulk licenses and managed rollout for firms supporting many teams, clients, portfolio companies, or business units. Centralized billing, custom credit pools, onboarding, and repeatable templates.

Book a call with sales

Credits power Aurora's work inside Finta.

Your subscription includes the workspace. Credits give Aurora room to help across research, drafting, enrichment, automations, and heavier AI workflows.

Aurora chat

Ask about contacts, companies, deals, docs, and next steps.

Research

People, companies, markets, accounts, opportunities.

Drafting

Emails, follow-ups, summaries, updates, internal notes.

Enrichment

Contacts, companies, networks, and relationship records.

Scheduled work

Recurring Aurora prompts, reminders, reviews, and checks.

Heavier models

Advanced and multi-model workflows when the work needs more.

FAQ

Common questions about Finta pricing.

Can't find what you're looking for? Talk to us — we answer every email.

Contact support
Yes. Every self-serve plan includes the Finta 2.0 workspace: Today View, Aurora, CRM, shareable pages, documents, networks, tasks, automations, templates, and skills. Plans differ mainly by monthly Aurora credits and usage capacity.
Credits power Aurora's AI work — chat, research, enrichment, drafting, scheduled prompts, automations, and heavier model usage. Core workspace tools are included across plans. You'll see live credit usage inside the workspace as Aurora runs.
Every plan supports unlimited team members. Credits are pooled across your workspace, so your whole team shares one Aurora — true multiplayer AI. Bring in the people who need shared context without per-seat friction.
Finta is built for relationship-driven work: fundraising, sales, partnerships, investor relations, client workflows, portfolio support, and strategic follow-up. Fundraising is a common use case, but Finta 2.0 is the workspace for moving important relationships and documents forward.
Most active teams should start on Pro — it has the right credit pool for weekly research, drafting, follow-up, and automations. Pick Launch if you're getting organized and using Aurora lightly. Pick Growth if your team is running heavier workflows across multiple pipelines.
You can add credits, upgrade your plan, or talk to Finta about a custom credit pool. If you consistently need more than Growth, Powered by Finta or Elite Advisory may be a better fit.
Pick any plan, enter a card, and you get 7 days of the full workspace with that plan's monthly credit pool. Cancel anytime before day 7 and you won't be charged. There's no free tier — the trial gives you the full experience instead.
Yes. Upgrade or downgrade any time from the Finta billing page. Upgrades take effect immediately; downgrades take effect at the end of your current billing cycle. Annual billing saves 10%.
Elite Advisory is Finta plus hands-on help from the Finta team. We configure your workspace, organize your CRM and documents, set up workflows, draft outreach, run research, and keep the system moving. Book a call with sales to learn more.
Powered by Finta gives firms supporting many teams — accelerators, funds, advisory firms, agencies, partnership teams, internal platform groups — bulk-discounted licenses. Centralized billing, custom credit pools, rollout support, and partner enablement. Book a call with sales.

Start with the full Finta workspace.