The First Workspace Built for
Advisors and AI.
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.