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

About this App

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

Cost (from)


Free Practice Subscription


5 day free trial, fully functional, no credit/debit card required

Partner Program

Support Channels

  • Email
  • Live Chat
  • Online Help
  • Phone
  • Web Form

Mobile Platforms

  • Android
    android icon
  • iOS
    ios icon

Accounting Platforms



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 

Visit Vaulta

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

Sign up to our newsletter - don't miss out on all the good stuff.

Latest news, events, and updates on all things app related, plus useful advice on app advisory - so you know you are ahead of the game.


Your App Stack

Your stack is currently empty...

Start building



Select up to 4 Apps to compare to choose the ideal App:

View ComparisonRemove all

Connect with us

  • Facebook logo
  • Twitter logo
  • LinkedIn logo
  • YouTube logo