All integrations
Finta
Accounting
Automated bookkeeping and financial reporting for US startups. Provides read-only access to the company profile, income statement, balance sheet, cash flow statement, chart of accounts, transactions, and journal entries.
7 actions
Actions
Steps your workflow can run in Finta.
Get Finta companyLook up your company's profile in Finta, including its display name, legal name, entity type, federal tax ID (EIN), Delaware file number, incorporation date and state, and registered legal address. Useful for filling in tax forms, contract headers, or identity-verification (KYC) paperwork — not for financial figures.
Get Finta income statementGet a profit-and-loss (income) statement from Finta for a date range, broken down into revenue, expenses, non-operating income, and taxes, with operating income and net income subtotals. Amounts are in cents — revenue and income are positive, while expenses and taxes are negative. Useful for profitability analysis, monthly P&L summaries, runway calculations, or board updates.
Get Finta balance sheetGet a balance sheet from Finta — assets, liabilities, equity, and retained earnings — as of a single date. Useful for checking cash on hand, total assets, equity, or month-end close summaries.
Get Finta cash flow statementGet a cash flow statement from Finta for a date range, split into operating, investing, and financing activities, with beginning and ending cash and the net change. Useful for burn rate, runway, or board-ready cash reports.
List Finta categoriesList every category in your company's Finta chart of accounts, including where each one sits in the hierarchy and whether it is an asset, liability, equity, income, or expense category. Returns the complete list in one call. Useful for matching category names to their IDs.
List Finta transactionsList your company's bank and credit-card transactions from Finta, one page at a time, optionally filtered by date range and approval status. Amounts are in cents — positive for money in (deposits, income), negative for money out (payments, expenses) — and each transaction includes its category, source account, and approval status. Useful for line-by-line activity, such as listing Stripe payouts or spotting large vendor charges, rather than summary reports.
List Finta journal entriesList the individual debit and credit lines (journal entries) from your company's ledger in Finta, optionally filtered by date, by what created the entry, or by debit or credit side. Each debit and each credit is returned as its own row, and there is no field linking the two sides of an entry back to the original transaction. Amounts are in cents and always positive — the debit or credit label shows the direction. Useful for accounting ledger reviews, general ledger exports, or tracing a category back to its underlying activity.
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