Financial Agents that
Follow the Code.
Stop gambling with generative AI overconfidence. Equip your agents with compliant financial planning building blocks and leverage the best parts of AI, grounded in deterministically parsed data.
Fuel Agents with AI-Ready Data.
Standard LLMs hallucinate because they are forced to guess at unstructured text. Fin Pods gives your agents a massive head start by feeding them deterministically parsed, highly structured data extracted directly from the complex documents financial planners use every day.
Brokerage 1099s
Federal obligations & state tax nuances.
Social Security
Earnings history and PIA extracted instantly.
Investment Portfolios
Account types, holdings, and cost basis.
Paystubs & Transcripts
Income, deductions, and tax history.
// AI-Ready Structured Output
"client_data": {
"document_type": "Schwab_1099_Composite",
"confidence_score": 0.99,
"parsed_entities": [
{
"fund_ticker": "SGUXX",
"us_obligation_pct": 48.20,
"state_deductible": 11833.10
}
]
}
Not a Black Box.
A Collaboration Zone.
You are a fiduciary; you cannot rely on un-auditable outputs. Fin Pods acts as a collaboration zone where you can educate, steer, and audit exactly how your custom AI agents build their logic.
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Bring Your Own Agent (BYOA)
This is how your AI should interact with data. We are not a closed ecosystem; we support external AI Agent Users at no extra charge. Give your custom bots direct access to our verified data infrastructure.
(Note: Fully embedded native agents are coming soon!) -
Code > Vanilla AI
Generative AI is great at formatting and synthesis, but poor at math. Our controls guide AI to strictly deterministic code.
Your Agent's Reasoning
> Fetching Fin Pods Data: SGUXX at 48.20% US Gov Obligations.
> Action: Flag for deduction on state return.
*Sample interface illustrating how your external AI browser agent should interact with and pause for approval using the Fin Pods AI Workspace.
Securely Share AI-Generated HTML.
When your custom agent generates a beautiful, interactive tearsheet or deliverable, you shouldn't have to fight with your IT department to host it.
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No 3rd-Party Hosting Required
We render the outputs in secure, responsive HTML natively on our platform.
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Direct Secure Links
Generate a secure URL to share directly with clients or their CPAs, completely bypassing email attachment limits and portal logins.
Ready to automate responsibly?
Harness the power of AI Agents backed by deterministic data and auditable workflows.