For Finance Teams & CFOs

Stop rebuilding
the same model
every quarter.

Vaultic connects to your financial data and gives your team scenario modeling, cash flow forecasts, and budget variance analysis — in plain language. Replace a week of spreadsheet work with answers in minutes.

No sales calls. Just access when we're ready for your team.

How it works

No new process. Vaultic works with the data you already have.

01

Connect your sources

QuickBooks, Xero, CSV exports from your ERP — Vaultic ingests what your team already lives in. No rebuilding from scratch.

02

Ask the real question

"What's our runway if Q3 revenue drops 25%?" Type it. Vaultic models the scenario, stress-tests the assumptions, and surfaces the numbers.

03

Get the answer, not an export

Scenario analysis, variance reports, and forecasts — surfaced as decisions you can act on, not spreadsheets to maintain.

Built for the gap between Excel and Tableau

If you've outgrown spreadsheets but aren't ready for a full BI platform, Vaultic is the missing layer.

CFOs at Series A/B companies

You're presenting to the board every month and spending three days rebuilding the same model. Vaultic answers the board's questions before they're asked.

FP&A teams with too many model versions

You have 12 copies of the same spreadsheet and aren't sure which is current. Vaultic makes the model the source of truth, not the filename.

Finance teams between 5 and 50 people

Too big for gut feel, too small for a dedicated analytics team. Vaultic gives you the analytical horsepower without the headcount.

What Vaultic replaces

Not another dashboard. The actual analysis work.

Scenario modeling

"What if" in plain language. Run best, base, and worst cases without cloning spreadsheets or hiring a consultant.

Cash flow forecasting

Rolling 13-week and 12-month forecasts, updated from live data — not your last export from two weeks ago.

Budget variance analysis

Know where you're off-plan, why, and what it means for the quarter — before the board asks.

Decision-ready output

Answers surface as summaries you can act on — not exports to paste into another slide deck.

A week of modeling
shouldn't take a week.

Join the waitlist. We're onboarding finance teams in small cohorts.