Vaulta

What Vaulta does

Vaulta is a UK-based SaaS platform that provides automated financial reporting and client dashboarding for accountancy practices serving freelancers, contractors, and micro-businesses. The company is an official FreeAgent Integration Partner and its core product is built around native data flows from FreeAgent accounts: connecting a FreeAgent account triggers automatic client importing, account manager assignment, and the creation of branded financial dashboards that surface real-time metrics including dividends available, salary, expenses, available funds, directors loan balance, bank balance, estimated corporation tax, NI/PAYE to date, and estimated VAT due. Add-on modules include automated PDF report generation with timing controls and a Cashflow Forecast Dashboard. The platform supports Loom video integration for embedded commentary within dashboards and reports.

The technology stack is a cloud-based SaaS application with a self-serve web signup flow, native FreeAgent API integration, and configurable practice-level branding. Vaulta Ltd is registered in England and operates from a single headquarters location at 5 Forum Place, Fiddle Bridge Lane, Hatfield, Hertfordshire (Company No. 13159721). The founding team combines accountancy practice expertise (Luke Desmond, CFO, founder of a contractor accountancy practice) with custom software development leadership (Jeannie McGillivray, COO, and Paul McGillivray, CTO, with prior CTO-level experience at global brands including Sony, Volvo, VW, and Tesco).

The business model is a per-client monthly subscription sold primarily to UK accountancy firms, with pricing starting at £2 per client per month on bundle-based tiers and custom enterprise plans available for practices with more than 100 clients. Go-to-market is sales-led with a self-serve component: the company runs a 5-day free trial, a website with product and pricing pages, social media presence on LinkedIn, Twitter, Facebook, and YouTube, and direct enterprise sales contact for larger practices. Revenue is concentrated entirely in the United Kingdom, with no disclosed funding rounds, institutional investors, or financial performance metrics in the public record.

Name

Vaulta

Legal name

Vaulta Ltd

Website

https://vaulta.io

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Short description

Vaulta is a UK-based SaaS platform that provides automated, branded financial dashboards and PDF reporting for accountancy practices using FreeAgent, serving freelancers, contractors, and micro-businesses via a per-client monthly subscription model.

Ownership category

akta.pro rank

Headquarters

HQ city

Hatfield

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Subscription Licensing: Monthly subscription model charging per client license. Pricing starts from £2 per client per month. Accountancy firms subscribe in client bundles. Custom pricing available for firms with more than 100 clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Vaulta is a cloud-based SaaS platform that provides UK accountancy firms with automated, branded financial dashboards for their FreeAgent clients. It automatically imports clients and account managers from FreeAgent, generates at-a-glance dashboards covering dividends, salary, expenses, available funds, directors loan balance, bank balance, estimated corporation tax, NI/PAYE, and estimated VAT, and produces scheduled PDF reports with optional Loom video commentary for proactive client service.

Product overview

Vaulta is a unified platform for FreeAgent-integrated financial dashboards and automated reporting, designed specifically for UK accountancy firms serving freelancers, contractors, and micro-businesses. The core Vaulta Platform enables automated client importing and account manager assignment from FreeAgent, while the Vaulta Dashboard provides clients with at-a-glance financial data including dividends, salaries, expenses, tax estimates, and available funds. Add-on modules include Vaulta PDF Reports for automated report generation and distribution, and the Cashflow Forecast Dashboard for proactive financial insights. The platform is fully brandable to the accountancy practice and includes Loom video integration for commentary.

Differentiator

Problem solved

Functional benefit

Products and services

• Vaulta Platform An advanced online SaaS platform providing at-a-glance financial dashboards with up-to-the-minute financial data for FreeAgent clients, featuring automated client importing, account manager assignment, and full practice branding capabilities for UK accountancy practices.

Quantifiable outcome

• Reports can be created in a fraction of the time compared to previous methods

Named customers6 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature7 records

Partnerships

One partnership is on record.

• FreeAgentcoreTechnology or IntegrationOfficial FreeAgent Integration Partner. Vaulta connects with FreeAgent accounts to automatically import clients, account managers, and financial data. The platform creates at-a-glance dashboards using up-to-the-minute financial information from FreeAgent clients.

Recent moves6 records

Expansion highlights5 records

Direct peers

• Suralink: Suralink provides workflow automation and client collaboration tools for accounting firms, including document collection and PBC request management. It is a vertical SaaS peer for accountancy practices, addressing adjacent client-delivery workflows rather than financial reporting.
• Spotlight Reporting: Spotlight Reporting provides financial reporting, dashboards, and forecasting tools specifically designed for accountants and bookkeepers. It is the closest direct competitor to Vaulta in the accountancy firm reporting space, though it serves a broader geographic footprint and integrates with multiple accounting platforms rather than being FreeAgent-specific.
• Karbon: Karbon is a practice management workflow platform for accounting firms, providing work management, client communication, and collaboration tools. It is comparable to Vaulta as a vertical SaaS product serving accountancy practices, though it sits more in the workflow/operations layer than financial reporting.
• Fluidly: Fluidly offers AI-powered cashflow forecasting for accountants and small businesses, with deep Xero integration. It targets the same UK accountancy firm buyer as Vaulta with similar financial-insights functionality, though it is more focused on cashflow forecasting than general financial dashboards.
• Futrli: Futrli (now part of Sage) provides cashflow forecasting, reporting, and financial insights tools for accountants and small businesses. Like Vaulta, it focuses on turning accounting data into actionable insights for accountancy practices and their clients.

Broad incumbents

• Sage Group: Sage is a global accounting and payroll software provider that owns FreeAgent, Vaulta's core integration partner. As a broad incumbent, Sage could either build competing reporting features directly into FreeAgent or leverage its ownership to change integration partner economics, posing both a competitive and dependency risk to Vaulta.
• IRIS Software Group: IRIS is one of the UK's largest providers of accounting, payroll, and HR software, serving accountancy practices and businesses. As a broad incumbent, it competes with Vaulta in providing practice-facing software for UK accountants, though at much greater scale and with broader functionality.

Emerging players

• Dext (formerly Receipt Bank): Dext provides automated data capture, bookkeeping, and document management tools for accountants and bookkeepers. It is comparable to Vaulta as a UK-originated vertical SaaS tool serving accountancy firms, though its focus is on data capture and pre-accounting automation rather than client-facing reporting.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/getvaulta
• YouTubeyoutube.com/channel/UCgMDmmm0LS8I2q89hpMgUnQ
• Facebookfacebook.com/getvaulta
• LinkedInlinkedin.com/company/getvaulta

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Vaulta