This task can be performed using Finta
Automatically sync your financial data to your favorite apps
Best product for this task
Finta
fintech
Finta automatically syncs your account balances, transactions, investments, and Stripe data to Airtable, Coda, Google Sheets, and Notion so that you can manage your finances how you want, where you want. You can use Finta for your personal finances, retirement investment portfolio, company budget, or all three.Best of all, if you change your mind or change your tool, you can easily pick back up where you left off.
What to expect from an ideal product
- Connects to multiple financial accounts and pulls data automatically
- Syncs financial information to popular productivity tools like Airtable and Notion
- Updates account balances, transactions, and investment data in real-time
- Allows for flexible financial management across personal and business accounts
- Easily transfers data between different tools without losing progress
