One platform to run your entire business.
Manage multiple entities, onboard your team and consultants, automate compliance tasks, and collect documents -- all under one roof.
How it works
Up and running in minutes, not weeks
Getting started with Vulu Vault is straightforward. Three steps to transform how you manage your operations.
Set up your entities
Create your business entities and departments, invite your team, and configure compliance categories. Import existing tasks via CSV or start fresh with recurring patterns.
Onboard your team & consultants
Bring in employees, managers, and external consultant firms. Each gets role-based access to the entities they manage -- consultants join free at no extra cost.
Automate & track everything
Tasks, approvals, SLAs, documents, and compliance scores -- all automated with recurring workflows, escalation rules, and real-time dashboards.
Multi-entity operations hub
Manage all your companies, departments, and teams from one dashboard. Track compliance scores per entity, monitor SLA health, and get a consolidated view of everything happening across your business group.
- Unlimited entities with departments under one account
- Per-entity compliance scoring and health dashboards
- Consolidated overview across all businesses
- Department-level task and document management
Branded portals for every stakeholder
Give your clients, vendors, and consultants a professional branded portal with your logo and colors. Stakeholders see SLA status, track request progress, and upload documents -- all with passwordless magic link login.
- Your logo and branding throughout
- Passwordless magic link login
- SLA status tracking (On Track, Due Soon, At Risk)
- Overall progress dashboard with item counts
Compliance & task automation
Automate recurring compliance tasks, route approvals through multi-step workflows, and track SLAs with 5-level breach escalation. Every deadline is monitored, every task is accounted for.
- Recurring task automation with SLA tracking
- Multi-step approval workflows (sequential & parallel)
- 5-level SLA breach escalation with notifications
- Kanban, list, and calendar views
Features
Everything you need in one platform
Built for SMEs and growing businesses who need security, compliance, and operational control.
Secure Document Storage
Enterprise-grade 256-bit AES encryption with automatic virus scanning, version control, and retention policies.
Request Workflows
Streamlined request management with SLA tracking, automated reminders, and approval chains.
Branded Client Portals
White-label portals with your logo and colors. Professional experience that builds client trust.
Magic Link Auth
Passwordless login via email. Clients access their portal in one click -- no passwords to remember.
Analytics & Reporting
Built-in dashboards with audit logs, compliance scoring, and exportable reports for stakeholders.
Task & Compliance Toolkit
Recurring task automation, evidence collection, approval workflows, audit-ready documentation, and built-in GDPR compliance tracking.
SOP & Procedure Library
Versioned procedure documentation with draft/publish/archive workflow. Link SOPs directly to compliance tasks so employees always see the latest approved guide.
Platform
Built for businesses that mean business
Purpose-built capabilities for business owners, their teams, and their consultants.
Automated SLA Tracking
From caution alerts 48 hours before deadlines to multi-level breach escalation, every request is automatically tracked and escalated when needed.
Passwordless Client Portal
Clients receive a magic link via email and access their branded portal instantly. No passwords, no account creation, no friction.
Multi-Entity Compliance
Manage compliance across multiple business entities with departments, per-entity compliance scoring, and consolidated dashboards.
Pricing
Simple, transparent pricing
Start free for 14 days. No credit card required. Scale as you grow.
Starter
For small businesses and solo operators
3 users | 1 GB storage | 125 tasks
Start free trial- 1 business entity with departments
- Basic task management
- Recurring task automation
- CSV import/export
- SLA deadline tracking
- Folder vault with file sharing
- Basic request workflows
- Client portal access
- 2 consultant access slots
- Consultant dashboard & team management
- Custom roles & permissions
- Task delegation & reassignment
- Email notifications
- Audit log (30-day retention)
Add-ons:
+$11/extra user
+$1/GB overage
+25 tasks per user
Essential
For growing teams with compliance needs
7 users | 10 GB storage | 250 tasks
Start free trial- Everything in Starter, plus:
- SLA breach tracking & escalation
- Document classification & security scanning
- Retention policies & legal hold
- Request templates & approval workflows
- MFA (two-factor authentication)
- Notification preferences & mentions
- API keys & webhooks
- Audit log (90-day retention)
Add-ons:
+$11/extra user
+$1/GB overage
+25 tasks per user
Pro
For multi-entity businesses scaling operations
10 users | 15 GB storage | 400 tasks
Notify Me- Everything in Essential, plus:
- QuickBooks integration
- Finance module (expenses & budgets)
- Custom branding
- Advanced reporting & analytics
- Priority support
Add-ons:
+$11/extra user
+$1/GB overage
+25 tasks per user
Advanced
For large organizations with complex needs
13 users | 20 GB storage | 700 tasks
Notify Me- Everything in Pro, plus:
- Full finance suite (credits, dunning, reports)
- Storage provider failover
- Dedicated account manager
- Extended audit retention (1 year)
- Custom integrations
Add-ons:
+$11/extra user
+$1/GB overage
+25 tasks per user
All prices in USD. All plans include a 14-day free trial. Contact us for custom solutions
Integrations
Connects with your tools
Connect your accounting tools and communication channels. More integrations on the way.
QuickBooks
Sync clients, auto-create compliance tasks
REST API & Webhooks
Build custom integrations via API keys
Email Notifications
Automated reminders and SLA alerts
SMS & WhatsApp
Client communication channels
Xero
Accounting integration
Google Workspace
Drive, Calendar, and Gmail
Microsoft 365
Office and OneDrive integration
Don't see your integration? Let us know and we'll add it to our roadmap.
FAQ
Frequently asked questions
Everything you need to know about Vulu Vault.
Still have questions?
Contact our team