Bank-grade security
Zero data retention AI
500+ testers
In early access
4.9/5 rating
From beta users
Works with CSV exports from: Chase · Bank of America · Wells Fargo · Citi · Capital One · American Express · and any other bank
Payroll
Multi-state payroll with direct deposit, automatic tax calculations, and full compliance reporting.
- W-2, 1099, 941, and 940 generation
- Direct deposit via Stripe ACH
- Tax filing tracker and EFTPS tracking
- 15+ states supported
Invoicing & Payments
Professional invoices with Stripe online payments. Track AR aging and automate recurring billing.
- Online payments via Stripe
- Recurring invoices and auto-reminders
- AR aging reports
- PDF invoice generation
Accounting
Full double-entry general ledger with chart of accounts, journal entries, and bank reconciliation.
- P&L, Balance Sheet, Cash Flow, Trial Balance
- Bank reconciliation
- Budgets, fixed assets, and inventory
- Job costing and departmental tracking
AI-Powered Import
Import CSV, PDF, or QuickBooks IIF files and let AI categorize every transaction automatically.
- AI transaction categorization
- Bank feeds via Plaid
- PDF and IIF (QuickBooks) import
- Smart rules that learn from corrections
E-Signatures
Send documents for signature with visual field placement, canvas signing, and tamper-proof audit trails.
- Drag-and-drop field placement
- Canvas and typed signatures
- Automatic PDF stamping
- Full audit trail
Practice Management
Manage every client from a single multi-client dashboard with cross-client reporting and billing.
- Multi-client dashboard
- Cross-client financial reports
- Practice billing and time tracking
- Secure client portal
See the difference
Raw bank data in, tax-ready categories out. Here's what AI categorization looks like.
Before — Raw CSV
| Date | Description | Amount |
|---|---|---|
| 2026-01-15 | AMAZON MKTPLACE PMTS | -$47.99 |
| 2026-01-16 | STRIPE TRANSFER | +$1,250.00 |
| 2026-01-17 | ZOOM.US 888-799-9666 | -$14.99 |
| 2026-01-18 | SHELL OIL 57442674209 | -$62.30 |
| 2026-01-19 | WF INSURANCE PREM | -$189.00 |
After — AI Categorized
| Description | Category | Tax Code | Confidence |
|---|---|---|---|
| AMAZON MKTPLACE PMTS | Office Supplies | 6250 | 94% |
| STRIPE TRANSFER | Gross Receipts | 1A | 98% |
| ZOOM.US 888-799-9666 | Software & SaaS | 6210 | 96% |
| SHELL OIL 57442674209 | Vehicle Expenses | 9010 | 91% |
| WF INSURANCE PREM | Insurance | 6400 | 97% |
Confidence score indicates how certain the AI is in each category assignment. Transactions below 85% are automatically flagged for manual review.
Before Vaultledge
~3.5 hours
With Vaultledge
~8 minutes
Average time to categorize 200 transactions
Connect Your Bank
Link bank accounts through Plaid for real-time feeds, or upload statements as CSV, PDF, or QuickBooks IIF files.
AI Categorizes Everything
Every transaction is automatically categorized with the correct tax code. Confidence scores highlight items that need review.
Run Payroll & Invoice
Process multi-state payroll, send invoices with online payments, and reconcile bank accounts from one dashboard.
Reports & File Taxes
Pull P&L, Balance Sheet, Cash Flow, and Trial Balance reports instantly. Track tax filings and EFTPS payments.
Trusted by tax professionals
See what early access users are saying about Vaultledge.
“I used to spend 3-4 hours manually categorizing transactions every quarter. Vaultledge cut that to under 15 minutes. The confidence scores are surprisingly accurate — I only had to override about 4 transactions out of 200.”
Sarah K.
CPA · Independent Tax Practice
“The custom rules engine is what sold me. After one setup session, every recurring vendor gets categorized exactly the way I need it. It's like it learned my workflow.”
Marcus T.
Enrolled Agent · Small Business Tax Advisor
“Finally a tool that understands I'm not just tracking personal expenses — I'm prepping for Schedule C. The tax codes it assigns line up with what my software expects.”
Jamie R.
Bookkeeper · Freelance Accounting Services
Simple, transparent pricing
Start free, upgrade when you need more. No hidden fees.
Free
Perfect for getting started with AI categorization.
- 5 uploads per day
- Up to 50 rows per upload
- 5 AI categorizations per day
- CSV export
- 1 company
- Community support
Pro
For tax professionals managing multiple clients.
- 50 uploads per day
- Up to 500 rows per upload
- 50 AI categorizations per day
- CSV export
- Unlimited companies
- Custom categorization rules
- Analytics dashboard
- Priority email support
Launching Soon
Business
For firms with high-volume categorization needs.
- 200 uploads per day
- Up to 5,000 rows per upload
- 200 AI categorizations per day
- CSV export
- Unlimited companies
- Custom rules & webhooks
- API access
- Team collaboration
- Dedicated account manager
Launching Soon
AES-256 Encryption
All data encrypted in transit with TLS 1.3 and at rest with AES-256. Bank-grade protection for every byte.
Zero Data Retention
AI processes your data with zero retention. Nothing is stored after the call completes.
SOC 2 Ready
Hosted on Vercel and Supabase, both SOC 2 Type II certified with enterprise-grade infrastructure.
RLS Isolation
Row-level security policies ensure users only access their own data. Zero cross-tenant leaks by design.
Compatible with