# Finta

根据 OpenAITools.app 于 2026-11-11 核对的流量数据，Finta（trustfinta.com）是一个收录在 AI 副驾驶下的 AI 平台，月访问量为 977，月度环比流量变化为 -2120（-68.5%）。其主要地理市场为美国（100% 流量份额），采用免费增值，定价请咨询定价模式。按月流量计算的主要竞争替代方案包括 The Swarm（1.84万次访问/月），DealCloud（Intapp DealCloud）（27.11万次访问/月），Intapp（22.07万次访问/月）。

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.

## 关键遥测与规格

| 指标 | 数值 |
| :--- | :--- |
| 工具名称 | Finta |
| 标识 | finta |
| Status | active |
| Origin | independent |
| Maintenance | active |
| 官方域名 | trustfinta.com |
| 官网地址 | https://finta.ai |
| 分类 | AI 副驾驶, AI CRM, AI For Finance, AI Lead Generation, AI Agent, AI 助手, AI Productivity Tools |
| 定价模式 | 免费增值，定价请咨询 |
| 月访问量 | 977 |
| 月度环比流量变化 | -2,120 |
| 月度环比增长率 | -68.5% |
| 主要市场 | 美国 |
| 市场份额 | 100% |
| 直接访问量 | 216 |
| 自然搜索访问 | — |
| 社交访问 | — |
| 推荐访问 | 127 |
| 邮件访问 | 20 |
| 评价得分 | 4.3 |
| 收藏数 | 0 |
| 支持平台 | 网站 |
| 计费平台 |  |
| 属性 | 功能: 网站; 定价: 免费增值; 定价: 定价请咨询 |
| 标签 | 融资, CRM, 投资人关系, 尽职调查, 潜在客户开发, AI, 交易管理, 资本市场, 投资人数据库 |

## 概览

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.

## 定价与套餐

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.

## 关键功能与能力

- **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.

## 主要用例

- **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.

## 优势

- 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

## 常见问题

### Finta 的月流量和增长趋势如何？
Finta 目前每月获得 977 访问量，月度环比流量变化为 -2120（增长率 -68.5%）。其主要来源市场是美国（100% 份额），包括每月 216 次直接访问和每月 — 次自然搜索访问。

### Finta 免费吗？它的定价模式是什么？
Finta 采用免费增值，定价请咨询定价模式。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. 支持的计费和结账平台包括：未列出。

### 2026 年 Finta 的最佳替代方案有哪些？
基于 OpenAITools.app 的分类流量和功能契合度，Finta 的前五个替代方案是：1. The Swarm（1.84万次访问/月）; 2. DealCloud（Intapp DealCloud）（27.11万次访问/月）; 3. Intapp（22.07万次访问/月）; 4. Attio（165.29万次访问/月）; 5. folk（22.62万次访问/月）。

### Finta 支持哪些平台和核心 AI 能力？
Finta 被归类在 AI 副驾驶, AI CRM, AI For Finance, AI Lead Generation 下，支持以下平台：网站，其核心能力标签包括：融资, CRM, 投资人关系, 尽职调查, 潜在客户开发, AI。

## 替代工具

| 工具名称 | 月访问量 | 定价模式 | 对比 |
| :--- | :--- | :--- | :--- |
| [The Swarm](https://openaitools.app/zh/tool/the-swarm) | 18,379 | 免费增值 | [对比](https://openaitools.app/zh/compare/finta-vs-the-swarm) |
| [DealCloud（Intapp DealCloud）](https://openaitools.app/zh/tool/dealcloud-com) | 271,122 | 定价请咨询 | [对比](https://openaitools.app/zh/compare/dealcloud-com-vs-finta) |
| [Intapp](https://openaitools.app/zh/tool/intapp) | 220,730 | 定价请咨询 | [对比](https://openaitools.app/zh/compare/finta-vs-intapp) |
| [Attio](https://openaitools.app/zh/tool/attio) | 1,652,928 | 免费试用，定价请咨询 | [对比](https://openaitools.app/zh/compare/attio-vs-finta) |
| [folk](https://openaitools.app/zh/tool/folk-2-0) | 226,232 | 免费增值，免费试用，付费 | [对比](https://openaitools.app/zh/compare/finta-vs-folk-2-0) |
| [Village](https://openaitools.app/zh/tool/village) | 1,254 | 免费增值 | [对比](https://openaitools.app/zh/compare/finta-vs-village) |
| [Monaco](https://openaitools.app/zh/tool/monaco) | 195,703 | 付费 | [对比](https://openaitools.app/zh/compare/finta-vs-monaco) |
| [CRM Chat](https://openaitools.app/zh/tool/crm-chat) | 69,640 | 免费增值 | [对比](https://openaitools.app/zh/compare/crm-chat-vs-finta) |
| [SparrowCRM](https://openaitools.app/zh/tool/sparrowcrm) | 3,465 | 免费增值，免费试用，定价请咨询 | [对比](https://openaitools.app/zh/compare/finta-vs-sparrowcrm) |
| [Metal](https://openaitools.app/zh/tool/metal) | 45,678 | 付费，定价请咨询 | [对比](https://openaitools.app/zh/compare/finta-vs-metal) |
| [Bika.ai](https://openaitools.app/zh/tool/bika-ai) | 27,429 | 免费增值 | [对比](https://openaitools.app/zh/compare/bika-ai-vs-finta) |
| [Salesmate CRM](https://openaitools.app/zh/tool/salesmate-io) | 103,676 | 免费试用，付费，定价请咨询 | [对比](https://openaitools.app/zh/compare/finta-vs-salesmate-io) |

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来源：https://openaitools.app/zh/tool/finta