Notion integration
Keep your financialdata current inNotion
Connect supported banks, investments, Stripe, and Mercury to Finta. Choose the records you need, send them to Notion databases, and keep building the pages and views 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 Notion, pick a hub page
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 Notion, pick a hub page
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 databases every month
Notion already handles pages, views, and relations the way you want. The recurring work is getting reliable financial records into it. Finta removes the import step and leaves the workspace to you.
- JanuaryExport a CSV from each account, reformat it, and paste rows into a database.
- FebruaryExport a CSV from each account, reformat it, and paste rows into a database.
- MarchExport a CSV from each account, reformat it, and paste rows into a database.
- AprilRepeat next month.
Replace repeated exports
Stop downloading a CSV from every account and reformatting it to fit a Notion database.
Keep your workspace
Use the pages, views, relations, and filters 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 databases that stay useful
Finta sits between your connected sources and Notion. 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 Notion
Finta writes each type of record to its own database: accounts and balances, transactions, holdings, and investment activity. Connected Stripe and Mercury records land in the same workspace. The rest is regular Notion, with your relations, filtered views, and pages built on top.
Available fields vary by source. Not every provider supplies every field.
How it works
Set up once, then work in Notion
01
Connect your financial sources
Connect supported accounts through Finta's secure provider flows. Finta never sees or stores your bank credentials.
02
Choose Notion and a hub page
Connect your Notion account, pick the page that becomes the hub for your Finta databases, and choose the available records you want to sync.
03
Build on the synced databases
Use Notion relations, filtered views, and formulas on top of the synced records. Finta keeps available records current automatically on timing determined by each provider.
Ways to use it
Four ways people use it
The same synced databases feed personal budgets, business reports, investment views, and a small set of built-in charts. 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 databases 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.
Charts
See a limited set of built-in charts
Finta can create a small set of supported charts for Notion destinations, such as net worth over time. This is a limited feature, not a full dashboard product.
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 Notion page 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 accounts to Notion
A step-by-step guide to connecting supported financial accounts and sending available records to a Notion database.
Read the setup guide →Manage personal finances in Notion
Build a flexible personal-finance workflow with automatically updated source data.
Read the guide →Use a ready-made budget template
Start with the free Notion zero-based budget template, then connect Finta when you want its source data kept current.
View the budget template →Read the destination documentation
See the current Notion account connection and destination setup flow.
Open the docs →“Finta is much more useful to me than others like it because of the flexibility in institutions and accounts it allows. It brings so much value to us Notion people.”
— Devin
FAQ
Frequently asked questions
Make Notion 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 databases current.
7-day free trial. No credit card required.