Frequently Asked Questions
Everything you need to know about Credits, Pricing, and our SOC 2 Compliant Security.
Security & Compliance
We maintain a live Trust Center monitored by Vanta.
Are you SOC 2 Compliant?
Yes. We are SOC 2 compliant and have received a clean SOC 2 Type 2 report and a clean SOC 2 Type 1. View real-time controls and request our reports at our Trust Center.
Is my data encrypted?
We use bank grade AES-256 encryption at rest and TLS 1.2+ in transit. For Vault files, we offer Post-Quantum/NSA Top Clearance Grade Client-Side Encryption, meaning you can configure us to not possess the keys to read your raw files.
For more information please read our Zero-Access Whitepaper.
Where is my data hosted?
Stored in the US at industry leading datacenters. Your data enjoys the same physical and digital security used by the world's largest enterprises.
Do you sell data to train AI?
No. Per our Privacy Policy, we do not sell your data. Our models operate on a sandboxed, "Zero-Retention" policy. Once the data is extracted for you, the sensitive data is wiped from the memory.
I don’t trust AI. Can I use your platform without it?
Yes! Our standard extraction methods work perfectly without AI. We prioritize your control, so AI features are disabled by default. You can continue leveraging Fin Pods using our traditional methods for as long as you like.
How do Credits work?
We charge based on document complexity, not per-client. This ensures you only pay for what you use.
Auditable Insights ($50/mo) includes 5,000 Credits.
Digital PDF Parsing
Used for standard digital PDFs (where you can highlight the text). Fast, deterministic, and accurate.
Standard OCR
Used for scanned images or photos. We convert the image to text before processing.
Complex Extraction
Used for messy, non-standard documents or handwriting that requires heavy computational power to standardize.
Will I run out of 5,000 credits? +
Do credits roll over? +
Annual Plans: Yes. Your credits are pooled annually (60,000 credits upfront). This is ideal for tax and surge season spikes.
Business Questions
How does this fit in with my existing stack?
Fin Pods acts as the pre-processing layer for your planning software. We are designed to work with tools like Right Capital, eMoney, and Holistiplan, giving you clean, standardized data to feed into your plans. Learn more →
I don’t use planning software; is this still useful?
Yes. Many users rely on Excel or proprietary templates. Fin Pods handles the heavy lifting by extracting raw data, generating high-level insights, and delivering structured files (CSV/JSON) that plug directly into your existing spreadsheets and client one-pagers.
What if you don’t support a specific document I need?
We prioritize our engineering roadmap based on the forms our users use most. As a Customer, you can submit custom document samples to the top of our queue for development. Join today to gain direct influence over which features we build next.
New documents can be added in as short as 1 day.
How can I get help as I use the tools?
Beyond our Help Center documentation, we provide white-glove support. Every subscriber has access to 1:1 sessions with our founder to help optimize your specific workflows.
Can I export my data if I leave?
Absolutely. We believe in Data Ownership. You can use the "Eject" button to download a zip of all your files and CSV + JSON of all extracted data instantly. No lock-in.
Can I Get a Refund if I'm Unhappy?
We offer a 14-Day Money-Back Guarantee. Cancel using the feedback button and we will refund 100% of your subscription.
Still have questions?
Contact Support