Vault AI Pricing: Cost and Pricing plans

Vault AI Pricing

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Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

Pricing Insights for Cash Flow Management Software

The Average Cost of a basic Cash Flow Management Software plan is $30 per month.
51% of Cash Flow Management Software offer a Free Trial Allows users to try out the software for a limited period before making a purchase decision. , while 22% offer a Freemium Model Allows users to access basic features at no cost..

Free Free

For getting started with manual tracking. Up to 3 users, manual accounts and transactions (up to 200 per month), dashboard with balance, income and expenses. No bank connections.

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Basic $30.00 $30.00 per user / month

For small teams that want live bank data. Up to 2 bank connections via Open Banking (2,500+ banks in 30+ countries), up to 800 transactions per month, cash flow report, payment calendar, multi-currency, role-based access. Annual billing: $300 per user per year.

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Pro $50.00 $50.00 per user / month

For growing businesses that need full financial visibility. Up to 10 bank connections, crypto wallets, up to 1,500 transactions per month, cash flow, P&L and payment calendar, custom attributes, custom reports and dashboards, flexible access control. 14-day free trial, no credit card required. Annual billing: $504 per user per year.

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Vault AI FAQs

What is Vault AI?

Vault AI is a financial management platform for small and mid-sized businesses. It connects your bank accounts and crypto wallets and gives you live cash flow, P&L, a payment calendar and custom reports in one place.

Who is Vault AI for?

Founders and owners of SMBs, finance teams, and fractional CFOs and accountants who manage finances for several companies.

Which banks does Vault AI support?

Vault AI connects to 2,500+ banks in 30+ countries via Open Banking. You can also add manual accounts, for example for cash.

Does Vault AI replace my accounting software?

No. Vault AI works alongside your existing bookkeeping. Your accountant keeps the statutory books, while Vault AI gives you a real-time management view of your finances.

Is my data secure?

Yes. Data is hosted in the EU, bank access is read-only, and Vault AI never initiates payments. Each company’s data is isolated, and role-based permissions and two-factor authentication control who sees what.

Can I track finances in multiple currencies?

Yes. Vault AI supports multi-currency accounts and transactions with automatic conversion into your workspace currency.

Can I organize transactions by client, project or department?

Yes. You can create custom attributes such as client, project, department or location, with nested subcategories, and build reports and dashboards on top of them.

Does Vault AI support crypto?

Yes. On the Pro plan you can connect crypto wallets and track them alongside your bank accounts.

Is there a free trial?

Yes. Every new workspace gets a 14-day free trial of the Pro plan, no credit card required. There is also a free plan for manual tracking.

How much does Vault AI cost?

Vault AI has a free plan. Paid plans start at $30 per user per month (Basic) and $50 per user per month (Pro), with a discount for annual billing. Enterprise pricing is available on request.

Can my accountant or team members access Vault AI?

Yes. You can invite team members, accountants and advisors and control their access with role-based permissions, down to specific accounts.

How much does Vault AI cost?

The pricing for Vault AI starts at $30.0 per user per month. Vault AI has 3 different plans:

Free at $0.00.
Basic at $30.00 per user per month.
Pro at $50.00 per user per month.

Learn more about Vault AI pricing.

Does Vault AI offer a free plan?

Yes, Vault AI offers a free plan.

Learn more about Vault AI pricing.

Compare Vault AI Pricing Against Competitors

Product Name	Starting Price ($)	Billed	Unit	Free Trial	Learn More
Vault AI	30	per month	per user		Vault AI Pricing
AGICAP	-	-	-	+	AGICAP Pricing
Cash Flow Frog	31	per month	-	+	Cash Flow Frog Pricing
Caflou	11	per month	per user	+	Caflou Pricing
Bottomline	-	-	-	-	Bottomline Pricing
Centime	-	-	-	-	Centime Pricing
Nilus	-	-	-	-	Nilus Pricing
PlanGuru	74.91	per month	-	+	PlanGuru Pricing
Streamlined	499	per month	-	-	Streamlined Pricing
ThinkOut	-	-	-	+	ThinkOut Pricing

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Vault AI Features

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Cash Flow Management Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

60%

Budget vs Actual Tracking

Enables the comparison of cash flow projections with actual performance.

Real-time Cash Visibility

Allows to view all your account balances seamlessly in a single, streamlined dashboard.

Cash flow Forecasting

Helps to measure the financial position of an entity in the future using cash in and cash out of a business

Bank Feed Sync

Can sync with bank notification and fetch expenses to make entries in the record book.

Multi-Currency

Enables payment and collection in multiple currencies.

Multi-entity Consolidation

Consolidates cash positions across all subsidiaries.

ERP/Accounting Integration

Seamlessly integrates with ERP and Accounting tools like QuickBooks, Xero, NetSuite, and SAP.

Invoice and Bill Tracking

Enables seamless tracking of receivables and payables, fully aligned with your financial forecasts.

Scenario Modeling

Simulates "what-if" scenarios to predict the potential outcomes

Audit Trail

A record of changes made in chronological order of a user or activity

Corporate Performance Management (CPM) Features

Dashboards & Analytics

Data Integration & Management

Profitability & Cost Analysis

Performance Monitoring & KPIs

Financial Reporting & Disclosure

Scenario Planning & What-If Analysis

Financial Consolidation & Close

Budgeting, Planning & Forecasting

Workflow & Approval Management

Financial Analysis Features

KPI & Metrics

Measures the success rate and monitor the performance metrics that matter most to your business.

Divisional Analysis

Helps to track and monitor the performance of your individual business unit

Performance Analytics

Helps to predict the future performance of a business using Key Performance Indicators (KPI) and other Metrics

Cash flow Forecasting

Helps to measure the financial position of an entity in the future using cash in and cash out of a business

Market Analysis

Helps to measure your industry status in the overall market using quantitative and qualitative data points

Industry Analysis

Helps to assess the business position against competitors and gain competitive dynamics of an industry

Risk Assessment

Helps to analyze the potential risk factors that cause harm to the business

Dashboard Features

Widgets

Displays often used functions and provides quick way for accessing files

Visual Analytics

Provides analytical reasoning with interactive visual interface

Private Dashboard

Dashboards will remain private and will not share information with other users.

Predefined Templates

It holds a bundle of built-in templates that can be used in the projects

Interactive Dashboard

It provides easy visualization of data

Data Security

Ensures secure storage of data by encryption

Data Integration

Helps in collecting and combining data from multiple data sources and offer them in a unified manner to the user

Key Performance Indicators

Evaluating and measuring the performance of the business which will help you make informed decisions and correcting past mistakes

Public Dashboard

It allows sharing dashboards with multiple users

OLAP

It provides online analytics from multiple data and provides an easy view to the user.

Business Intelligence Features

Trend Indicators

Helps you in understanding the present situation and where your business is heading so that you can make decisions accordingly.

Profitability Analysis

Forecasting the profitability of any particular proposal or optimizing the profitability of an existing project

Key Performance Indicators

Evaluating and measuring the performance of the business which will help you make informed decisions and correcting past mistakes

Data Analysis

Helps in analyzing stored raw data and converting them into useful reports

Dashboard

A digital insight of reports and other workings on a single screen

Ad hoc Reports

Creates impromptu reports as and when the occasion requires

Ad hoc Analysis

A statistical model, analytical report or any other type of data summary particularly designed to answer a single, specific business question.

Strategic Planning

Defining future strategy or direction based on well-detailed reports and forecasts.

Benchmarking

Setting up standards and targets for your team and team members, so that they are performing at their best

Ad hoc Query

Helps in answering a query as and when it arises

Vault AI Pricing

Pricing Insights for Cash Flow Management Software

Vault AI FAQs

Compare Vault AI Pricing Against Competitors

Free Software Alternatives to Vault AI

Vault AI Alternatives

Vault AI Features

Cash Flow Management Features

Corporate Performance Management (CPM) Features

Financial Analysis Features

Dashboard Features

Business Intelligence Features

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