Product

Ledger Vault is a financial-records and substantiation platform — not general accounting software.

Import bank and card exports, attach the receipts that prove each line, categorize and label records, split mixed expenses, search like email, and export a CPA-ready package.

  • Workspace isolation with role-based membership
  • Validated CSV/XLSX import with duplicate fingerprints
  • Private document storage with signed URLs
  • Review states: Needs review, Categorized, Complete
  • Tax-readiness gaps and evidence packages

We deliberately do not offer double-entry journals, bank aggregation, or tax filing.