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What is vaultbox?

Using vaultbox to monitor your net worth is an efficient way to improve your financial health. This innovative platform allows you to gather and secure all your financial information in one convenient spot. With its sophisticated legacy management feature, users can assign personal delegates or professional advisors to access and manage their data for trusted friends, family members, business associates, or legal representatives. It proves to be a powerful tool for tracking both your assets and liabilities, providing a holistic perspective on your net worth. Acting as a cloud-based legacy management solution, it resembles a digital safety deposit box, enabling secure document uploads accessible from anywhere. The vaultbox Essential plan provides the basic tools necessary to embark on your financial journey without any charges. For those seeking a more comprehensive experience, vaultbox Pro presents additional storage options, allowing for more detailed and precise information management. Moreover, it activates the advanced legacy planning features of vaultbox, empowering you to designate reliable individuals to fulfill your final wishes. Ultimately, vaultbox stands out as an essential asset for anyone aiming to simplify their financial oversight while ensuring their legacy is thoughtfully safeguarded. With its user-friendly interface and robust features, it makes financial management more accessible than ever.

What is flowpilot?

Flowpilot guarantees complete clarity in all financial transactions, enabling you to effortlessly connect your banking and accounting sectors in just a few clicks, which helps in effectively planning your future cash flow. By utilizing insightful scenarios, you can make better business decisions with the support of advanced tools and AI technology. Flowpilot offers daily synchronization with your bank accounts while seamlessly merging them into your accounting framework. This method ensures that your data is consolidated, allowing you to function with pinpoint accuracy. Unlike our competitors, we offer a no-cost trial of our software, giving you the opportunity to explore all its functionalities through a comprehensive product demonstration. After the trial period, you have the option to cancel your subscription on a month-to-month basis, providing you with ultimate flexibility. Crafted in Berlin by finance specialists, Flowpilot is designed to meet the specific needs of local mid-sized companies. Your data is securely stored in "Hosted in Germany" clouds, guaranteeing optimal protection against breaches. Whenever you encounter questions or issues, our dedicated support team is always on hand to assist you in a personal and efficient manner. With Flowpilot, managing your finances is transformed into a task that is not only simpler but also far more dependable, paving the way for improved financial health in your business.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$4.99 per month
Free Version
Free Trial Offered?

Pricing Information

$99.00/month
1 User included. Any additional user 1999 Euro per month.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Online Training
On-Site Training

Company Facts

Organization Name

vaultbox

Company Location

Singapore

Company Website

www.vaultbox.tech/

Company Facts

Organization Name

flowpilot

Date Founded

2017

Company Location

Germany

Company Website

flowpilot.io

Categories and Features

Budgeting

General Ledger
Income Statements

Cloud Storage

Encryption

Digital Asset Management

Asset Categorization
Asset Library
Asset Sharing
Reporting/Analytics
Search Within Document
Search/Filter

Financial Management

Financial Reporting

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Cash Management
Forecasting
General Ledger
Version Control

Financial Management

Budgeting & Forecasting
Cash Management
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Financial Reporting

"What If" Scenarios
Balance Sheet
Cash Management
Forecasting
General Ledger
Income Statements
Multi-Department / Project
Profit / Loss Statement

Financial Risk Management

Credit Risk Management
Liquidity Analysis
Operational Risk Management
Risk Analytics Benchmarks

Financial Services

Analytics
Branch Optimization
Performance Management
Risk Management

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