Transform Messy Client Documents into Clean, Usable Data
Fin Pods AI securely automates the painful, manual process of extracting data from brokerage statements, 1099s, and other messy client documents. We turn unstructured information into clean, import-ready data. Built by a financial planner, for financial planners.
What Advisors Are Saying
Feedback from the 2025 Garrett Planning Network Retreat
“If you could do that, it would be a gamechanger.”
“I'm sold already, just let me know when I can use it.”
“Let me know when you build that because I would definitely sign up.”
“This is amazing.”
Join the Private Beta
We are building a secure, private platform alongside a small group of design partner firms. Enter your email to request early access.
Our founder, Matteo Hoch CFP®, EA has lived your pain. As a financial planner, tax preparer, and technical founder, he spent hundreds of hours on the manual data entry he is on a mission to eliminate. Fin Pods AI was founded as a Public Benefit Corporation to build the tools he always wished he had, giving advisors back their most valuable asset: time.
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