Better Inputs for
Holistiplan Scenarios
Holistiplan masters the tax return, but forward-looking planning requires current data. Fin Pods AI extracts precise figures from Paystubs and SSA statements so you can populate the Scenario Analysis screen with confidence.
The "Current Year" Gap
Holistiplan is the industry standard for tax planning, ingesting tax returns to build a beautiful baseline. But when you move to Scenario Analysis for proactive planning, the tax return is already out of date.
To project accurately, you need current data. You need paystubs.
Fin Pods AI acts as the bridge. We instantly parse messy paystubs into clean, auditable data points (YTD income, withholdings, pre-tax deductions) so your scenario inputs are precise to the penny.
How It Works
From client upload to scenario perfection in minutes.
Secure Intake
Send your client a secure, no-login "Vault" link. They drop in their latest paystubs or SSA statements securely. No more chasing emails or password resets.
Auditable Extraction
Fin Pods AI analyzes the documents. We extract Gross Pay, Federal/State Withholdings, and specific deductions (HSA, 401k). We even math-check the net pay.
Scenario Input
Open Holistiplan Scenario Analysis. Copy the validated YTD figures from Fin Pods directly into the income and withholding fields. Plan with precision.
Paystub Analyzer
Reading paystubs is tedious. Clients confuse "Gross" with "Net," or miss the "cafeteria plan" deductions that reduce taxable income.
- Accurate Withholdings: Get exact Federal and State YTD withholdings to prevent underpayment penalties.
- Hidden Deductions: Identify pre-tax health premiums and FSA contributions that lower AGI.
- Bonus Detection: Spot irregular income patterns that might push clients into higher brackets.
Social Security Optimization
Manually typing earnings history from SSA statements is a recipe for error. Fin Pods digitizes the data instantly.
- Instant PIA Extraction: Grab Primary Insurance Amounts.
- Earnings History: Extract the full table of taxed Medicare/SS earnings.
- Export Ready: Copy/Paste compatible for manual entry fields.
Fill the Gap in Your Tech Stack
Your planning software is only as good as the data you feed it. Join the fiduciaries using Fin Pods AI to power their Holistiplan scenarios.
*Fin Pods AI is an independent Public Benefit Corporation and is not affiliated with, endorsed by, or sponsored by Holistiplan. Fin Pods AI provides data extraction services that facilitate the manual entry of accurate data into third-party planning tools.