The Intelligent Layer of
Your Tech Stack
Fin Pods AI is the engine that connects your clients' documents to your planning software.
The "Old" Way: Disconnected Silos
Rename
How Fin Pods Fits
1. Intake & Storage
Secure upload to your existing drive.
Tax Planning Tools
Financial Planning Tools
We Organize Your Files For You
Stop dragging and dropping files from your "Downloads" folder.
When a client uploads to The Vault, Fin Pods automatically:
-
Renames the file based on the content and date (e.g.,
YYYY-MM-DD_Paystub.pdf). -
Auto-Deposits it into the correct client folder in your SharePoint or Google Drive.
Frequently Asked Compatibility
Do you replace Holistiplan/BNA?
No. We are an extra Intake & Extraction layer. We provide current year data such as expected tax withholdings and taxable wages from paystubs by employee that make those calculation engines accurate for your projections.
Do I still need ShareFile/Dropbox?
You still need storage (SharePoint/OneDrive/Box), but you can stop using "Portals" for intake. Fin Pods Vault is a secure, no-login upload tunnel directly into your existing storage.
Complete with automatic document categorization built for financial planners.
Does it work with CRMs (Wealthbox/Slant)?
Currently, we focus on Document Storage and Calculation tools. CRM integrations are on our roadmap.
Is the extraction automatic?
Yes. As soon as the client uploads a PDF to the Vault, our "Auditable Insights" engine parses it and presents you with the data grid ready for your review and your planning software.
Can I send files to clients?
Coming SoonThis is on our roadmap in the next few weeks. We are building a "Secure Send" feature that supports password protection, link expiration, and multi-factor authentication (Text/Email) for outbound files.
Connect Your Ecosystem
Stop being the manual data entry clerk for your expensive software. Let Fin Pods handle the bridge.