The First Workspace Built for
Advisors and AI.
Fin Pods AI is the automated engine that connects your clients' messy documents directly to your precision planning software and fuels your custom AI agents.
The "Old" Way: Disconnected Silos
Rename
How Fin Pods Fits
1. Intake & Storage
Secure upload to your existing drive.
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 directly into the correct client folder in your SharePoint or Google Drive.
Frequently Asked Compatibility
Do you replace Holistiplan/BNA?
No. We act as the automated Intake & Extraction layer. We provide current year data (like expected tax withholdings and taxable wages from paystubs) that make those calculation engines perfectly 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. The Fin Pods Vault is a secure, no-login upload tunnel directly into your existing storage.
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 structured data grid, ready for your review, your planning software, and your AI agents.
Can I send files to clients?
Our "Secure Share" supports password protection, link expiration, and multi-factor authentication (Email/Passcode) for outbound deliverables.
Connect Your Ecosystem
Stop being the manual data entry clerk for your expensive software. Let Fin Pods handle the bridge.