From finta-pack
Guides Finta plan upgrades from Free to Pro and data migrations via CSV: export pipelines/contacts/documents, import from Affinity/Streak/spreadsheets.
npx claudepluginhub jeremylongshore/claude-code-plugins-plus-skills --plugin finta-packThis skill is limited to using the following tools:
Upgrade from Free to Pro at Settings > Billing for unlimited deal rooms, payment collection, and full Aurora AI access.
Sets up Finta fundraising CRM account, connects Gmail/Outlook email/calendar for investor tracking, imports data, and configures pipeline stages.
Guides migration to Fondo bookkeeping from QuickBooks, Pilot, Bench, or other services, with data prep checklists, onboarding steps, plan upgrades, and accountant handoff timelines.
Migrates CRM data to HubSpot using batch API imports, TypeScript field mapping, custom properties, and validation. For Salesforce/Pipedrive/spreadsheet sources or bulk imports.
Share bugs, ideas, or general feedback.
Upgrade from Free to Pro at Settings > Billing for unlimited deal rooms, payment collection, and full Aurora AI access.
Moving from Affinity, Streak, or spreadsheets:
For CI, see finta-ci-integration.