Advanced
Features
Tap each section to expand. Built for operators who want more control.
Natural Language Queries
Ask anything about your portfolio in plain English.
Financial Summaries
Instant P&L, cash flow, and balance snapshots.
Document Gap Detection
Flags missing contracts, permits, and insurance.
Portfolio Insights
Spot trends and risks before they become problems.
Built for serious operators
Every advanced tool is available from day one on paid plans.
Get Full AccessBeyond Management.
Built for Control.
VaultEXP doesn't just store your data—it actively helps you understand, manage, and optimize everything you own.
VaultAI™ — Your Command Intelligence
Stop digging for answers. VaultAI constantly analyzes your financial flows, lease expirations, and invoices to deliver proactive insights before issues arise.
Smart Alerts
Get notified of anomalies instantly.
Document Analysis
Auto-extract data from leases.
Financial Summaries
Daily net-worth calculations.
Missing Data
Detects incomplete compliance files.
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Insight: You can reduce taxable income by optimizing your Home Office deduction category before year-end.
AI Tax Strategist
Never scramble during tax season again. The system automatically categorizes transactions, highlights missing deduction opportunities, and prepares clean reports for your CPA.
- Tracks deductible expenses automatically
- Organizes tax-ready export reports
- Monitors capital gains implications
Stay Compliant Without Thinking About It
Losing your corporate shield due to a missed filing is a disaster. The compliance engine automatically tracks deadlines, licenses, and required documents for every entity.
Compliance Status
Holdings LLC| Service | Entity | Amount |
|---|---|---|
| Adobe Creative Cloud | Media LLC | $54.99/mo |
| Adobe CC (Duplicate) | Holdings LLC | $54.99/mo |
| Vercel Pro | Media LLC | $20.00/mo |
Control Every Recurring Payment
Stop bleeding cash to unused SaaS tools. The subscription engine tracks every recurring payment across all business cards and alerts you to duplicates immediately.
- Global vendor tracking across all entities
- Instant duplicate detection
- Assigned payment card management
- Monthly burn rate forecasting
Your Dashboard. Your Rules.
VaultEXP adapts to your operational style. Hide modules you don't use, reorder dashboard tiles via drag-and-drop, and tailor color themes to match your brand or family office.
Built for Teams
Not everyone needs master access. Assign specific roles per business or property.
Missing Insurance
No liability policy uploaded for 123 Main St.
Expiring Contract
Vendor agreement with TechCorp expires in 7 days.
Unsigned Lease
Tenant at Unit 4B has not signed the renewal.
Asset Protected
LLC structure properly isolates this property.
Know What You're Missing
The biggest risks in business aren't the things you know are wrong—they're the things you forgot about entirely.
VaultEXP's Risk Engine continuously scans your ecosystem for missing liability insurance, expiring vendor contracts, and unsigned tenant documents, ensuring your corporate shield remains impenetrable.