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.
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.”
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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