Control
You decide.
NO LEAKING SHIPS - Know every penny & its purpose. Live, real time, in the way that makes sense to your business. Stop with the arbitrary reports because that’s “standard”
The AI Bookkeeping + Human CFO
Don’t Ignore Your Money Story. Read it, or write it!
Powered by Vaulted
- Overcomers Church International
-
Reps at
The spine of Vaulted OS
Your organization’s spend carries history...
Clean books are not the goal
You want
- Clear Reporting
- Confident Decision Making
- Financial Peace of Mind
We do
- Bookkeeping
- Forecasting
- Tax Strategy
This is the goal.
A financial team with clear delivery tool.
Learn from the rearview. Lead through the windshield.
The VaultedOS Experience
Trusted by Growing Businesses.
Real feedback from businesses running smarter with VaultedOS.
-
“VaultedOS made our finances easier to understand and manage.”
Alex Morgan Business Owner -
“Everything we need is now organized in one clear system.”
Jamie Lee Operations Manager -
“We make faster decisions because our numbers finally make sense.”
Taylor Reed Finance Director -
“We make faster decisions because our numbers finally make sense.”
Kimpyy Finance Director
Use the left and right arrow keys to scroll through the testimonials.
The spine of Vaulted OS
Control + Confidence + Relief.
What everyone promises - and few rarely deliver.
Vaulted OS connects to your accounts through Plaid.
Confidence
Trust PLAID, trust Vaulted.
Relief
The busywork is gone.
Drag in a statement, snap a receipt, forget about it. Vaulted OS extracts, matches, and categorizes automatically - and hands you your evenings back.
- Upload
- Auto Categorized
- Done
What it does
The whole back office,
in one vault.
Every capability automates the busywork while keeping you in control
- and feeds the CFO reports you can trust.
Relief
Instant visibility
into trusted report.
Connect with Plaid and Vaulted builds you an immediate spending analysis & cashflow budget that you can bank on.
Vaulted Report
- Cash Position
- $428,829 Up 7.2%
- Net Income
- $182,828 Up 7.2%
- Runway
- 18 months
On Track
Relief
Stop stressing the receipts.
Receipts managed with the effort of a message.
- Snap a picture
- Send a text/forward an email
- Done
Vaulted handles the rest.
Receipt details
- Vendor
- Starbucks
- Date
- June 3, 2026 · 7:12 AM
- Total
- $6.26
Matched & Secured.
Confidence
CFO reports you
actually understand.
Profit & Loss, Balance Sheet, and Cash Flow in one tabbed view — with a rolling 12-week forecast. Filter by date range or entity and read the story of the business at a glance.
Financial Pulse
Month
Quarter
Year
YTD
Custom
-
$60,658.70 9.0%
Cash Position
4 accounts
-
$42,986.47 66.0%
Net Income
-
10 mo
Runway Healthy
-
136
Action Items
136 to review, 0 receipts
Needs Review 136
| Date | Description | Amount |
|---|---|---|
| Interest Payment | $11.41 | |
| Dropbox | −$15.22 | |
| SpotHero | −$14.35 | |
| Client Payment | $3,908.98 | |
| Vivint Spiff | $211.96 | |
| United Airlines | −$532.91 | |
| Starbucks | −$7.13 | |
| Sweetgreen | −$14.10 | |
| Direct Deposit – Payroll | $7,813.75 | |
| Wire Transfer Fee | −$17.34 |
View all 136 transactions
Legacy meets future
Timeless wisdom.
Modern financial leadership.
This is a bookkeeping, CFO, tax strategy team of real humans that use custom software to deliver beyond exceptional results.
Why Vaulted vs whatever you do now
Service over software
Software makes you work. Vaulted does it for you.
This is not a software subscription, this is a team of professionals that help you grow.
| JOB TO BE DONE | VaultedOS TEAM | Software Only |
|---|---|---|
| Automatic categorization | Included. AI engine, rules-first | Not included. Mostly manual |
| Receipt matching | Included. Auto-match + confidence | Not included. Separate app |
| Statement extraction | Included. Drag, drop, reconciled | Not included. Manual entry / CSV |
| Built-in CFO reports | Included. P&L, BS, cash-flow forecast | Not included. Add-ons / spreadsheets |
| Multi-entity oversight | Included. One vault, consolidated | Not included. Separate files |
| Human-in-the-loop review | Included. Audit trail on every post | Not included. Varies |
| Modern, calm UX | Included. Built this decade | Not included. Legacy interface |
Comparison reflects common software workflows with typical add-ons.
FAQ
Questions, answered.
Yes. Vaulted OS is built to replace QuickBooks, not bolt onto it — bookkeeping, receipts, statements, reports, and multi-entity oversight live in one vault.
It drafts, it never decides alone. The AI categorises and proposes every entry, and a human CFO on our team reviews the books before anything is closed.
Yes. Vaulted OS is multi-entity from the ground up — every business, property, or client sits in its own vault, with one roll-up view across all of them.
Book a demo. We walk your numbers with you, connect your accounts, and bring the last of your books into the vault — you keep working while we catch it up.
Close the books. Open your opportunities.
See the Vaulted OS team run in your business. Book a 20-minute walkthrough. Bring a messy month — that’s the best way to see what it does.