The first financial planning workspace built for advisors and AI.

Chasing down client documents and digging through messy statements shouldn't be the hardest part of financial planning. Built by a CFP® / EA, Fin Pods is a secure collaboration layer designed to feel invisible to clients, but act as a superpower for planners.

We help forward-thinking advisors streamline their workflows through three core building blocks:

• Intake: Frictionless, no-login secure file dropping for clients, their CPAs, and estate planners. Files are instantly routed to your drive.
• Analyze: Instantly turn paystubs, portfolio statements, 1099s, and SSA PDFs into clean, financial planning-ready data. Our human-in-the-loop system extracts hidden tax efficiencies without operating as a "black box."
• Deliver: Securely share recommendations and build client-friendly dashboards using the AI agent of your choice (BYOA).

Built for fiduciaries. As a Public Benefit Corporation and a SOC 2 Type 2 compliant platform, our charter aligns directly with your fiduciary duty. We don't lock you in and we don't sell your data—we just help you provide great advice, faster.

Fin Pods AI

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