I am a Capital One Data Engineer turned CFP® & Enrolled Agent. I founded Fin Pods AI because I was tired of the "Portal Problem." I saw advisors wasting hours setting up clients with websites and manually typing data from PDFs. I realized that if I wanted an intake system easy and safe enough for my own RIA, I had to build it myself. We are a Public Benefit Corp building the Intelligent Vault for Fiduciaries. Instead of passive portals, we build active infrastructure. We secure the intake (No-Login Uploads) and automate the extraction for the documents that drive financial planning: 1099s, Paystubs, SSA Statements, and Brokerage PDFs. My Philosophy: Trust, But Verify: We don't use black-box AI for math. We build "Auditable Insights" so you can trace every number back to the source document. Mission Over Margins: As a PBC, we pledged never to trap your data. You own it, not us. Deterministic by Design: We believe AI should be a choice, not a default. Our core intake and verification tools run on deterministic code to ensure zero hallucinations. Generative AI is strictly opt-in. Building the system I needed. Sharing what I learn along the way.