Vault AI is a financial management platform designed for small and midsize businesses. It brings transactions, reports, and financial workflows together in one place, helping teams understand their finances and reduce manual work. Businesses can connect bank accounts and Web3 wallets through providers such as Plaid, then organize financial data in a unified ledger. The platform supports custom reports tailored to business metrics, including views of revenue, expenses, cash flow, and profitability, alongside profit-and-loss summaries and expense breakdowns.

Vault AI also offers workflow automation for routine financial tasks. Users can configure transaction categorization, financial data enrichment, recurring reports, alerts for unusual expenses, and other workflows. An invoice builder helps businesses create and manage invoices while keeping revenue tracking centralized. Role-based user management lets teams control access through configurable permissions. Vault AI presents its financial data architecture and integrations as designed for accuracy and protection. Its process includes connecting accounts, structuring data with categories and automations, and turning financial information into insights to support business decisions.