For Financial Planners, By Financial Planners
From Client Request to Actionable Insight, Effortlessly.
Stop wasting time on tedious, error-prone data entry. Fin Pods AI automates the client document workflow, so you can focus on what matters most: the human side of advice.
1. Securely Request Data
No client login required to send files. Push-only for easy and secure file transfer.
2. Instantly Extract & Structure
Our AI instantly reads the uploaded brokerage statements, 1099s, and more, turning unstructured PDFs into clean, usable data.
3. Uncover Automated Insights
Automatically flag planning opportunities, identify key facts, and ensure complete data portability with import-ready files for your CRM and financial planning software.
Your Data, Your Tools. Total Control.
We believe in data ownership. Fin Pods AI isn't another data silo. Built with a bias towards zero-trust architecture and end-to-end encryption, we ensure your client’s data remains private and secure at every step. We provide seamless tool connectivity, ensuring your data is portable and ready to plug into the software you already use and trust. No vendor lock-in, just effortless integration.
What Financial Planners 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 Beta
We are building this platform alongside a small group of design partner firms before expanding to a larger beta phase.
Enter your email to reclaim your time and help us shape the future of financial planning technology.
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 entire client data workflow—from chasing down documents to manual data entry—that 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 financial planners back their most valuable asset: time.
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