The Missing Link for
Bloomberg Tax Users
You use BNA Income Tax Planner because it handles complexity that other software can't. But manual data entry is the bottleneck.
Fin Pods AI standardizes the chaos of client documents into clean, audit-ready data points for your projections.
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Garbage In, Garbage Out
BNA is a precision instrument. It requires precise inputs. Using "client estimates" or "last year's return" defeats the purpose of running a mid-year projection.
The "Net Pay" Trap
Clients often provide their "take-home" pay when asked for income. Inputting this into BNA as Gross Wages will destroy your projection accuracy. Fin Pods calculates true Gross from the paystub.
The Manual Grind
Opening a PDF, finding the YTD column, typing it into Excel, and then typing it into BNA. It’s a waste of billable hours for high-level tax advisors.
Audit Risk
Estimates don't hold up in an audit. Fin Pods provides a digitized paper trail, linking the extracted data back to the original source document.
Workflow: From Intake to Case 1
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Secure Client Intake
Use the Fin Pods "Vault" to collect Paystubs and Brokerage Statements without requiring client logins. Encrypted and SOC 2 compliant.
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Intelligent Extraction
Our engine parses the PDF. It identifies Wages, Federal Withholding, and 401(k) contributions.
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Populate BNA
With the data cleaned and validated, you (or your staff) can confidently populate the "Case 1" (Current Year) column in BNA in seconds.
Enterprise-Grade Security
Firms using BNA handle sensitive high-net-worth data. We are built to the same standard.
- US-Based Hosting
- SOC 2 Type 1 Compliant (Type 2 in observation)
- AES-256 Encryption at rest and in transit
The "Mission Over Margins" Pledge
As a Public Benefit Corporation, our charter mandates that we prioritize data privacy over profit.
- Zero Retention Options: Configure "Burn-After-Reading" for maximum privacy.
Upgrade Your Input Workflow
Stop treating BNA like a manual spreadsheet. Feed it with the precision it deserves.
*Fin Pods AI is an independent Public Benefit Corporation and is not affiliated with, endorsed by, or sponsored by Bloomberg Industry Group or Bloomberg Tax. "Bloomberg Tax" and "Income Tax Planner" are trademarks of their respective owners. Fin Pods AI provides data extraction services that facilitate the manual entry of accurate data into third-party planning tools.