Vault AI is a financial management platform built for small and medium-sized businesses. It brings transactions, reports, and financial workflows together in one place, helping teams track business finances, understand performance, and reduce manual work. Businesses can connect bank accounts and Web3 wallets through providers such as Plaid, then organize financial data in a centralized ledger.

Vault offers customizable reports that go beyond standard profit-and-loss statements, with views of revenue, expenses, cash flow, and profitability. Its automation tools can categorize transactions, enrich financial data, generate recurring reports, send alerts about unusual expenses, and run configurable workflows. The platform also includes an invoice builder for creating and managing invoices, plus user management with role-based permissions.

To get started, users connect their accounts, define revenue and expense categories, and set up automations and reports suited to their needs. Vault AI is designed around secure financial integrations and access controls, giving businesses a consolidated view of their finances and timely information to support decisions