# Finta

依據 OpenAITools.app 於 2026-11-11 查驗的觀測資料，Finta（trustfinta.com）是收錄於 AI 副駕駛的 AI 平台，每月產生 977 次造訪，月流量變化量為 -2120（-68.5%）。其主要地理市場為美國（流量佔比 100%），並採用免費增值、需聯絡報價定價模式。依每月流量計算的主要競爭替代方案包括 The Swarm（每月 1.84萬次造訪），DealCloud（Intapp DealCloud）（每月 27.11萬次造訪），Intapp（每月 22.07萬次造訪）。

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.

## 主要觀測資料與規格

| 指標 | 數值 |
| :--- | :--- |
| 工具名稱 | Finta |
| 代稱 | finta |
| Status | active |
| Origin | independent |
| Maintenance | active |
| 官方網域 | trustfinta.com |
| 網站網址 | https://finta.ai |
| 分類 | AI 副駕駛, AI CRM, 金融 AI, AI 潛在客戶開發, AI Agent, AI 助手, AI 生產力工具 |
| 定價模式 | 免費增值、需聯絡報價 |
| 每月造訪次數 | 977 |
| 月流量變化 | -2,120 |
| 月成長率 | -68.5% |
| 主要市場 | 美國 |
| 市佔率 | 100% |
| 直接造訪 | 216 |
| 自然搜尋造訪 | — |
| 社群造訪 | — |
| 推薦流量造訪 | 127 |
| 電子郵件造訪 | 20 |
| 評論分數 | 4.3 |
| 收藏數 | 0 |
| 支援平台 | 網站 |
| 帳務平台 |  |
| 屬性 | 功能: 網站; 價格: 免費增值; 價格: 需聯絡報價 |
| 標籤 | 募資, CRM, 投資人關係, 盡職調查, 潛在客戶開發, AI, 交易管理, 資本市場, 投資人資料庫 |

## 總覽

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.

## 價格與方案

Finta publishes three tiers: Finta at $200/month with 2,000 monthly credits and full platform access, Advisory at $500/month with 5,000 credits plus two 30-minute private advisory sessions, and Finta Elite at $1,000/month with 10,000 credits, two team hours monthly, and a priority task queue on a 12-month agreement. A seven-day free trial is offered on the base tier.

## 關鍵功能與能力

- **Inbox and calendar relationship mapping:** 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.
- **An AI agent team led by Aurora:** 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.
- **Warm-path and mutual connection discovery:** 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.
- **Pitch and document deal builder:** Upload decks, financials, and supporting materials, then generate investor briefs and shareable deal rooms with engagement tracking on the deal record.
- **Scheduled automations and workflows:** Automate recurring work like Friday reconnect prompts, meeting briefs, and multi-step email workflows, with credits consumed by the AI actions you actually run.

## 主要使用情境

- **Running a fundraising round (Startup founders):** Founders connecting an inbox to map investor relationships, draft briefs and decks with Atlas, and run a structured process from first contact to signed term sheet.
- **Warm outbound and pipeline building (Sales and partnerships teams):** Sales and partnership teams using warm-path discovery to get introduced through mutual connections instead of cold outreach, then tracking every account in the built-in CRM.
- **Relationship maintenance at scale (Advisors and consultants):** Consultants, advisors, and service providers who need to remember every prior client interaction and keep relationships warm with scheduled reconnect prompts.
- **Networking-led job search (Job seekers):** Professionals relying on their network to find openings, identify who can refer them into a company, and keep conversations organized in one place.

## 優勢

- Maps real inbox and calendar history to show relationship strength, not just contact records
- Named AI agents cover distinct jobs so one workspace replaces several separate tools
- Transparent published pricing with a self-serve tier and a free trial
- Deal rooms and shareable pages track document engagement back onto the CRM record
- Connects to Google and Microsoft inboxes and calendars, plus MCP-compatible clients

## 常見問題

### Finta 的每月流量與成長趨勢為何？
Finta 目前每月有 977 次造訪，月流量變化為 -2120（成長率 -68.5%）。其主要來源市場為美國（佔比 100%），其中包含每月 216 次直接造訪與每月 — 次自然搜尋造訪。

### Finta 是免費的嗎？其定價模式為何？
Finta 採用免費增值、需聯絡報價定價模式。Finta publishes three tiers: Finta at $200/month with 2,000 monthly credits and full platform access, Advisory at $500/month with 5,000 credits plus two 30-minute private advisory sessions, and Finta Elite at $1,000/month with 10,000 credits, two team hours monthly, and a priority task queue on a 12-month agreement. A seven-day free trial is offered on the base tier. 支援的帳務與結帳平台包括：未列出。

### 2026 年最佳的 Finta 替代方案有哪些？
依據 OpenAITools.app 的分類流量與功能契合度，Finta 的前五大替代方案為：1. The Swarm（每月 1.84萬次造訪）; 2. DealCloud（Intapp DealCloud）（每月 27.11萬次造訪）; 3. Intapp（每月 22.07萬次造訪）; 4. Attio（每月 165.29萬次造訪）; 5. folk（每月 22.62萬次造訪）。

### Finta 支援哪些平台與核心 AI 能力？
Finta 分類於 AI 副駕駛, AI CRM, 金融 AI, AI 潛在客戶開發，支援以下平台：網站，其核心能力標籤包括：募資, CRM, 投資人關係, 盡職調查, 潛在客戶開發, AI。

## 替代方案

| 工具名稱 | 每月造訪次數 | 定價模式 | 比較 |
| :--- | :--- | :--- | :--- |
| [The Swarm](https://openaitools.app/tw/tool/the-swarm) | 18,379 | 免費增值 | [比較](https://openaitools.app/tw/compare/finta-vs-the-swarm) |
| [DealCloud（Intapp DealCloud）](https://openaitools.app/tw/tool/dealcloud-com) | 271,122 | 需聯絡報價 | [比較](https://openaitools.app/tw/compare/dealcloud-com-vs-finta) |
| [Intapp](https://openaitools.app/tw/tool/intapp) | 220,730 | 需聯絡報價 | [比較](https://openaitools.app/tw/compare/finta-vs-intapp) |
| [Attio](https://openaitools.app/tw/tool/attio) | 1,652,928 | 免費試用、需聯絡報價 | [比較](https://openaitools.app/tw/compare/attio-vs-finta) |
| [folk](https://openaitools.app/tw/tool/folk-2-0) | 226,232 | 免費增值、免費試用、付費 | [比較](https://openaitools.app/tw/compare/finta-vs-folk-2-0) |
| [Village](https://openaitools.app/tw/tool/village) | 1,254 | 免費增值 | [比較](https://openaitools.app/tw/compare/finta-vs-village) |
| [Monaco](https://openaitools.app/tw/tool/monaco) | 195,703 | 付費 | [比較](https://openaitools.app/tw/compare/finta-vs-monaco) |
| [CRM Chat](https://openaitools.app/tw/tool/crm-chat) | 69,640 | 免費增值 | [比較](https://openaitools.app/tw/compare/crm-chat-vs-finta) |
| [SparrowCRM](https://openaitools.app/tw/tool/sparrowcrm) | 3,465 | 免費增值、免費試用、需聯絡報價 | [比較](https://openaitools.app/tw/compare/finta-vs-sparrowcrm) |
| [Metal](https://openaitools.app/tw/tool/metal) | 45,678 | 付費、需聯絡報價 | [比較](https://openaitools.app/tw/compare/finta-vs-metal) |
| [Bika.ai](https://openaitools.app/tw/tool/bika-ai) | 27,429 | 免費增值 | [比較](https://openaitools.app/tw/compare/bika-ai-vs-finta) |
| [Salesmate CRM](https://openaitools.app/tw/tool/salesmate-io) | 103,676 | 免費試用、付費、需聯絡報價 | [比較](https://openaitools.app/tw/compare/finta-vs-salesmate-io) |

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來源：https://openaitools.app/tw/tool/finta