Fin Pods provides an AI‑powered vault that automatically captures client PDFs and scans via password‑free upload links, stores them in existing Drive or SharePoint folders, and extracts the data into structured CSV/Excel files with real‑time tagging and audit logs. The platform adds secure, AES‑256 encrypted storage and an Auditable Insights engine that parses paystubs, SSA benefits, investment statements and 1099s, delivering ready‑to‑use analytics and bulk export for financial planning firms.
Funding
Funding not disclosed
Founders
Product
Problem
Financial planners spend significant time manually downloading, renaming, and entering data from client‑uploaded PDFs and scans, which are often unstructured and stored in disparate cloud folders. This manual intake creates inefficiencies, increases the risk of errors, and limits the ability to quickly analyze client information for advisory decisions.
Solution
Fin Pods offers an AI‑driven intelligent vault that automatically captures client documents via password‑free upload links and saves them directly into the firm’s existing Drive or SharePoint folders. The platform extracts data from PDFs and scanned images, converts it into structured CSV/Excel files, and tags and categorizes each file in real time. Extracted data is stored securely with AES‑256 encryption and zero‑access privacy options, while audit logs provide full traceability. An Auditable Insights engine applies pre‑built analytics—such as paystub analysis, SSA benefit extraction, investment statement parsing, and Brokerage 1099 standardization—to surface optimization opportunities without additional manual effort. The solution integrates with common planning tools (e.g., Right Capital, eMoney, Holistiplan) and supports bulk export, ensuring firms retain complete ownership of their data.
Target Audience
Primary customers are financial planning firms and fiduciary advisors who need to ingest, organize, and analyze client documents efficiently, including independent CFP®/EA practitioners and larger advisory practices using third‑party planning software.
Features
- Password‑free client upload links that auto‑create and save files in existing Drive/SharePoint client folders
- AI‑enhanced extraction converting PDFs and scanned images to structured CSV/Excel in seconds
- Automatic file renaming, categorization, and tagging with real‑time audit logs
- Secure storage with bank‑grade AES‑256 at rest, TLS in transit, and optional zero‑access client‑side encryption
- Auditable Insights engine offering paystub, SSA, investment statement, Brokerage 1099, and fund tax analyses
- One‑click bulk export of all raw files and extracted data in CSV/JSON formats
- SOC 2 Type 1 & 2 compliance and SOC‑aligned credit‑based usage model