Relief
Statements → books in minutes.
Drag in a bank-statement PDF and Vaulted OS does the rest: OCR extraction, a clean split across accounts, then import and reconcile. The pile of paperwork becomes a posted, balanced ledger.
The AI bookkeeping + CFO platform
Books that stay current.
Numbers you can defend.
Vaulted OS keeps statements, receipts, categorization, and close review moving in one AI-native command center. Built to replace QuickBooks, not bolt onto it.
769 transactions triagedHuman review before postingTax-ready close trail
Replaces QuickBooks, your receipt app, and your spreadsheet of dread.
BookkeepingReceiptsStatementsReportsMulti-entity
Sound familiar?
Bookkeeping is a black box. You're always a month behind, you don't fully trust the numbers, and tax time arrives like a panic. It doesn't have to feel like this.
The spine of Vaulted OS
Control. Confidence. Relief.
Three feelings every set of books should give you — and the promise behind everything Vaulted OS does.
Control
You decide.
Nothing posts without you. Review every transaction, shape your own chart of accounts, and oversee every entity from one vault. The AI proposes; you decide.
Confidence
You can trust the numbers.
Real-time P&L, balance sheet, and cash-flow forecasts — always current, always audit-ready. Every number traces back to a source and a human-reviewed decision.
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.
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
Receipts that match themselves.
Forward a receipt by email or text, or upload it. Vaulted OS reads the vendor and amount, matches it to the right transaction with a confidence score, and waits for your one-tap confirm.
Control · Confidence
AI categorization, human-reviewed.
Deterministic rules run first, then AI enrichment proposes the account. Every suggestion comes with an audit note and an Approve / Change control — so the books are automated, but never out of your hands.
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.
Control
Built for multiple entities.
Switch between entities in a click, or roll them up into one consolidated view. Firms managing many books get a shared task inbox and per-entity chart-of-accounts templates.
How it works
Three steps to books you trust.
STEP 1
Connect
Link your banks through secure feeds or simply drop in statement PDFs. Your accounts are in the vault in minutes.
STEP 2
Vaulted OS does the work
Statements are extracted, receipts are matched, and every transaction is categorized automatically by the AI engine.
STEP 3
You review & decide
Approve what the AI proposed, then read CFO-grade reports that are current to the minute. Nothing posts without you.
Why Vaulted vs QuickBooks
Built for bookkeeping — not paperwork.
QuickBooks makes you do the work by hand. Vaulted OS automates it, then shows its work so you stay in control.
| Job to be done | Vaulted OS | QuickBooks + add-ons |
|---|---|---|
| Automatic categorization | AI engine, rules-first | Mostly manual |
| Receipt matching | Auto-match + confidence | Separate app |
| Statement extraction | Drag, drop, reconciled | Manual entry / CSV |
| Built-in CFO reports | P&L, BS, cash-flow forecast | Add-ons / spreadsheets |
| Multi-entity oversight | One vault, consolidated | Separate files |
| Human-in-the-loop review | Audit trail on every post | Varies |
| Modern, calm UX | Built this decade | Legacy interface |
Comparison reflects common QuickBooks workflows with typical add-ons. Your mileage may vary.
Operator-grade proof
Built for the close, not just the demo.
Audit trail by default
Every transaction moves through the same chain of evidence: source document, extraction, rule or AI suggestion, human review, and final report impact.
StatementsReceiptsCategorizationReports
Source-backed
Every number keeps its receipt.
Transactions stay tied to statement pages, receipts, rules, AI notes, and human approvals.
Review-first
AI proposes. Operators decide.
Close blockers, category changes, and exceptions route through a visible review trail before posting.
Close-ready
Reports come from the same workflow.
P&L, balance sheet, cash flow, and tax prep inherit the same reviewed ledger decisions.
FAQ
Questions, answered.
Is Vaulted OS a replacement for QuickBooks?
Yes. Vaulted OS is built to replace QuickBooks, not bolt onto it — bookkeeping, receipts, statements, reports, and multi-entity oversight live in one vault.
Does the AI post entries on its own?
No. The AI proposes categorizations with an audit note; nothing posts to your books without your review and approval.
Can it handle multiple businesses or clients?
Yes. Switch between entities in a click or roll them up into a consolidated view. Firms get a shared task inbox for managing many books.
How do I get started?
Book a short walkthrough and we'll show you Vaulted OS on your own kind of books, then help you connect your first account.
Close the books. Open your evenings.
See Vaulted OS run on your kind of books in a 20-minute walkthrough. Bring a messy month — that's the best way to see what it does.
No credit card · 20-minute walkthrough · See it on your own books