Vaulta Hero

Vaulta

vaulta.io

Get the edge over your competition. Vaulta automatically integrates with FreeAgent & Loom so you can save time, add value and build customer loya...

Overview

Get the edge over your competition.

Vaulta automatically integrates with FreeAgent to create at-a-glance financial dashboards, and Loom so you can quickly and easily provide essential business insights and send reports to your clients instantly.

Save time, add value, build customer loyalty and reduce churn by quickly showing your clients their available funds and tax liabilities at a specific point in time via video and PDF reports to keep their business on track.

How it works

Vaulta is an advanced online platform that provides a state-of-the-art experience to you and your clients.

  • Automated client importing

  • Automated assignment of Account Managers

  • Automated creation of insights dashboard

  • Fully branded to your practice

  • Integrated Loom video commentary

  • PDF reporting

  • Absolute control over the client experience

About this app

Cost (from)

£6/month

Free Practice Subscription
Trial
Partner Program
Support Channels
  • Email
  • Live Chat
  • Online Help
  • Phone
  • Web Form
Mobile Platforms
  • Android
    android icon
  • iOS
    ios icon
Accounting Platforms
Integrations
    N/A
Geographies Served
  • United Kingdom

App features per category

Reporting and Dashboards

  • Analysis

    • Comparatives

    • Financial KPIs

  • Benchmarking

    • Financial

  • Reports

    • Brand 

    • Commentary 

    • Create templates 

    • Download 

    • Graphs 

    • Pre built templates 

    • Share online with client 

Some details on this page are subject to change. If you see something wrong please contact us here.

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