Built Like a Vault. Designed for You.

Comprehensive Financial Management

All-in-one solution designed to power your financial operations with reliability and simplicity.

Personal Finance

Complete income tracking (W-2, 1099, K-1), custom budgeting, expense tracking, savings goals, and personal tax estimation.

Business Profiles

Multi-business support with partner structures, industry-specific presets, automatic category setup, and business type flexibility.

Business Finance

Income & expense management, auto-generated P&L reports, cash flow overview, owner draws, and comprehensive business dashboards.

Payroll Module

Employee tracking, payroll run recording, contractor payments (1099), comprehensive reports, and tax withholding tracking.

Tax Preparation

Form 1065 auto-fill, Schedule K-1 generation, year-end tax packages, state tax modules, and personal tax estimation.

AI Tools (Add-On)

AI financial assistant, auto-category tagging, tax explanations, P&L analysis, budget suggestions, and receipt OCR.

Why Choose BridgeVault

The power of multiple financial tools, unified in one seamless platform.

All-in-One Platform

Replace QuickBooks, Gusto, Mint, TurboTax, and more with one integrated solution.

AI-Powered Insights

Leverage artificial intelligence to automate categorization and gain financial insights.

Comprehensive Tax Tools

Professional-grade tax preparation with K-1 generation and state-specific modules.

Enterprise Security

AES-256 encryption, GDPR compliance, and two-factor authentication protect your data.

Getting Started is Easy

From setup to full financial management in just a few simple steps.

01

Sign Up & Configure

Create your account and set up business profiles with industry-specific templates.

02

Import Your Data

Easily import existing financial data from spreadsheets or other platforms.

03

Connect & Automate

Link your accounts and enable AI-powered automation for effortless tracking.

04

Monitor & Optimize

Use real-time dashboards to track performance and make informed decisions.

05

Tax Season Ready

Generate tax forms and reports with one click when tax season arrives.

Simple, Transparent Pricing

Choose the plan that fits your needs. No hidden fees, cancel anytime.

Starter

$5/mo
  • Personal finance only
  • Basic budgeting tools
  • Expense tracking
  • Tax estimator
Choose Starter

Tax Pro

$29/mo
  • Everything in Business
  • Form 1065/K-1 prep
  • Ohio CAT module
  • Unlimited businesses
  • Advanced reporting
Choose Tax Pro

Ultimate

$49/mo
  • Everything in Tax Pro
  • AI tools included
  • Full payroll features
  • Unlimited storage
  • Accountant access
Choose Ultimate

Frequently Asked Questions

BridgeVault combines personal finance, business accounting, payroll, and tax preparation in one integrated platform. Instead of juggling multiple subscriptions and manually transferring data between systems, everything works together seamlessly.

Yes! BridgeVault supports CSV imports and can help you migrate data from spreadsheets and other financial software. Our team can assist with the migration process.

We use bank-level AES-256 encryption for all data. BridgeVault is GDPR compliant and offers two-factor authentication. Your data is backed up regularly and stored on secure servers.

The Ultimate plan includes AI-powered transaction categorization, financial insights, tax explanations in plain language, receipt OCR scanning, and an AI assistant that can answer questions about your finances.

Absolutely! You can change your plan at any time. Upgrades take effect immediately, and downgrades will apply at your next billing cycle.

Yes! The Tax Pro and Ultimate plans support unlimited business profiles, each with its own financial tracking, P&L reports, and partner management.

Ready to Transform Your Financial Management?

Join BridgeVault today and experience the power of integrated financial tools.

Start Your Free Trial

Get In Touch

Have questions? Ready to get started? We're here to help.

Contact Information

Support Hours:

Monday - Friday: 9 AM - 6 PM ET

Email Support: 24/7