Airtable integration
Keep your financialdata current inAirtable
Connect supported banks, investments, Stripe, and Mercury to Finta. Choose the records you need, send them to an Airtable base, and keep working with the linked records, views, and formulas you already use.
7-day free trial. No credit card required.
Bank connections are read-only. Finta cannot move your money.
What syncs
Accounts, transactions, holdings, investment activity, Stripe and Mercury records
Setup
Connect your accounts, connect Airtable, pick a base
Update timing
Automatic. Cadence depends on each connected provider
Bank access
Read-only bank connectivity
What syncs
Accounts, transactions, holdings, investment activity, Stripe and Mercury records
Setup
Connect your accounts, connect Airtable, pick a base
Update timing
Automatic. Cadence depends on each connected provider
Bank access
Read-only bank connectivity
Coverage
12,000+ supported banks and financial institutions
The problem
Stop rebuilding the same base every month
Airtable already handles structured records, linked tables, and views the way you want. The recurring work is getting reliable financial records into it. Finta removes the import step and leaves the base to you.
- JanuaryExport a CSV from each account, clean it up, and import rows into a table.
- FebruaryExport a CSV from each account, clean it up, and import rows into a table.
- MarchExport a CSV from each account, clean it up, and import rows into a table.
- AprilRepeat next month.
Replace repeated imports
Stop exporting a CSV from every account and importing rows into the same base.
Keep your structure
Use the tables, linked records, views, and formulas you already built. Finta only keeps the records current.
Work from fresher records
Finta syncs available updates automatically. Timing depends on the connected bank or provider.
Automatic syncing
From connected accounts to a base that stays useful
Finta sits between your connected sources and Airtable. You choose what to connect and where the available data belongs. Finta continues syncing automatically on provider-dependent timing.
Destination preview
See the data in Airtable
Finta writes each type of record to its own table: accounts and balances, transactions, holdings, and investment activity. Connected Stripe and Mercury records land in the same base. The rest is regular Airtable, with your linked records, views, and formulas built on top.
Available fields vary by source. Not every provider supplies every field.
How it works
Set up once, then work in Airtable
01
Connect your financial sources
Connect supported accounts through Finta's secure provider flows. Finta never sees or stores your bank credentials.
02
Choose Airtable and the data
Connect your Airtable account, select the base destination, and choose the available records you want to sync.
03
Build on the synced tables
Use Airtable linked records, views, and formulas on top of the synced tables. Finta keeps available records current automatically on timing determined by each provider.
Ways to use it
Four ways people use it
The same synced tables feed personal budgets, business reports, investment views, and shared bases. Build the version that fits you.
Personal
Run your household finances
Review transactions, compare spending periods, maintain a budget, and roll balances into a net-worth view.
Business
Report on the business
Bring bank, Mercury, and Stripe activity into the base you use for cash review, revenue analysis, and operating reports.
Investing
Track your portfolio
Use available holdings and investment activity to build allocation, performance, and net-worth views that match your approach.
Shared
Share a focused base
Create a base for a partner, advisor, or team using Airtable's own access controls. Only share financial data with people who should have access.
Proof and safety
Broad coverage without bank-side control
Boundary
Finta cannot move moneyBank connectivity is read-only. Finta can send available records to the Airtable base you authorize, but cannot initiate bank transactions or change your bank-side accounts. Finta never sees or stores your bank credentials.
Task resources
Start with the workflow you need
Sync bank transactions to Airtable
A step-by-step guide to connecting supported financial accounts and sending available records to a base.
Read the setup guide →Use a ready-made rewards tracker
Start with the free Airtable credit card rewards tracker template, then connect Finta when you want its source data kept current.
View the template →Read the destination documentation
See the current Airtable account connection and destination setup flow.
Open the docs →“A godsend for Airtable nerds.”
— Paul
FAQ
Frequently asked questions
Make Airtable the place you use financial data, not the place you rebuild it
Connect the accounts you need, choose the available records, and let Finta keep your base current.
7-day free trial. No credit card required.