The Intelligent Layer of
Your Tech Stack
Fin Pods AI is the engine that connects your clients' documents to your planning software.
The "Old" Way: Disconnected Silos
Rename
How Fin Pods Fits
1. Intake & Storage
Secure upload to your existing drive.
Storage Connectors
Auto-save to Google Drive and SharePoint with automatic file renaming and folder creation.
Tax Planning Tools
Financial Planning Tools
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 into the correct client folder in your SharePoint or Google Drive.
Frequently Asked Compatibility
Do you replace Holistiplan/BNA?
No. We are an extra Intake & Extraction layer. We provide current year data such as expected tax withholdings and taxable wages from paystubs by employee that make those calculation engines 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. Fin Pods Vault is a secure, no-login upload tunnel directly into your existing storage.
Complete with automatic document categorization built for financial planners.
Does it work with CRMs (Wealthbox/Slant)?
Currently, we focus on Document Storage and Calculation tools. CRM integrations are on our roadmap.
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 data grid ready for your review and your planning software.
Connect Your Ecosystem
Stop being the manual data entry clerk for your expensive software. Let Fin Pods handle the bridge.