專項更強由 Salesforce Data 360 與 Atlas 驅動的自主企業級 AI agent 與 CRM 智慧。
專項更強由 Salesforce Data 360 與 Atlas 驅動的自主企業級 AI agent 與 CRM 智慧。
Finta 每月有 977 次造訪,月增率 -68.5%,定價模式為免費增值、需聯絡報價。Intapp 每月有 220,730 次造訪,成長率 +13.6%,定價模式為需聯絡報價。

Finta is an AI relationship intelligence workspace and CRM that helps founders, sales teams, and partnership builders turn their existing network into warm introductions and closed deals. It connects to Gmail and Outlook to map how you know the people who matter, then deploys a team of named AI agents — Aurora as chief of staff plus specialists for documents, networking, CRM, and deal rooms — to draft pitches, surface warm paths, and keep every follow-up moving.
| 面向/指標 | ![]() | |
|---|---|---|
| 官方網域 | trustfinta.com | intapp.com |
| 定價模式 | 免費增值、需聯絡報價 | 需聯絡報價 |
| 每月造訪次數 | 977 (977) | 22.07萬 (220,730) |
| 月流量變化量 | -2120 (-68.5%) | +2.64萬 (+13.6%) |
| 主要市場與市佔 | 🇺🇸 美國 (100%) | 🇺🇸 美國 (93.5%) |
| 每月直接造訪 | 216 | 15.88萬 |
| 使用者評分 | 4.3 | 4.4 |
| 支援平台 | 網站 | 網站 |

Finta is an AI relationship intelligence workspace and CRM that helps founders, sales teams, and partnership builders turn their existing network into warm introductions and closed deals. It connects to Gmail and Outlook to map how you know the people who matter, then deploys a team of named AI agents — Aurora as chief of staff plus specialists for documents, networking, CRM, and deal rooms — to draft pitches, surface warm paths, and keep every follow-up moving.
Connect Gmail, Outlook, and calendar so Finta indexes your real email and meeting history and builds a relationship graph across hundreds of thousands of mapped connections.
Aurora acts as your chief of staff, coordinating specialist agents such as Atlas for pitches and briefs, Nova for warm-path discovery, Poppy for pipeline upkeep, and Tempo for shareable deal rooms.
Search a target person or company to see who in your network knows them, how strong each tie is based on exchanges and meetings, and who to ask for an introduction.
Upload decks, financials, and supporting materials, then generate investor briefs and shareable deal rooms with engagement tracking on the deal record.
為專業與金融服務機構打造的實用 AI 與交易管理軟體
以機構自有知識為基礎、受合規規則約束的 AI 同事,面向專業機構的業務營運,而非通用型助理。
Intapp DealCloud 為會計、顧問、投資銀行、私募資本與企業併購團隊提供管道可視化、關係情報與交易管理。
針對利益衝突查核、新業務接納、條款管理、道德防火牆與員工合規的專用工具,並對機構資料持續監控。
跨裝置的合規工時記錄、預開帳單流程,以及具自動開通與權限控制的安全 Microsoft 365 協作空間。
專項更強由 Salesforce Data 360 與 Atlas 驅動的自主企業級 AI agent 與 CRM 智慧。
專項更強由 Salesforce Data 360 與 Atlas 驅動的自主企業級 AI agent 與 CRM 智慧。
專項更強Vanta is an agentic trust platform that automates security compliance, risk management, and vendor reviews so companies can get audit-ready faster and prove trust to customers.
專注於私募資本和專業服務的交易與關係情報,與 Intapp 有著深厚的淵源。
專項更強透過內建 AI 優化合約生命週期管理,但對全盤的客戶導入與合規檢查著墨較少。
CRM、行銷與客戶支援一體化 AI 平台
專項更強SymphonyAI builds vertical AI applications, agents, and copilots that are tuned to specific industries rather than left generic. Its Eureka AI Platform provides predictive modeling, a low-code agent builder, and prompt-based app generation on top of an AI-ready data foundation, while its industrial IRIS Foundry platform supplies data connectors, a knowledge graph, and pre-built agents for the plant floor.
專項更強SymphonyAI builds vertical AI applications, agents, and copilots that are tuned to specific industries rather than left generic. Its Eureka AI Platform provides predictive modeling, a low-code agent builder, and prompt-based app generation on top of an AI-ready data foundation, while its industrial IRIS Foundry platform supplies data connectors, a knowledge graph, and pre-built agents for the plant floor.