AI agent that small business owners "hire" to proactively manage creditworthiness and funding readiness.
Vaultra doesn't wait for a user to ask for a loan. It continuously optimizes their financial profile so they're instantly underwritable when opportunity arises.
Vaultra is an AI financial agent that proactively monitors and optimizes your business's financial health for funding readiness. Think of it as a full-time financial operations manager focused on one job: keeping you instantly underwritable.
- Proactive Optimization: Continuously monitors your financial metrics and suggests improvements before you need funding
- Unified Funding Readiness Score: Single 0–100 score that shows how attractive your business is to lenders
- Actionable Recommendations: Daily, prioritized recommendations to improve your score (e.g., "Stabilize revenue streams", "Reduce refunds")
- AI Agent: Natural language Q&A that explains your metrics, recommendations, and funding readiness factors
- Intuit QuickBooks Integration: Connects to your Intuit QuickBooks account to analyze P&L, revenue, invoices, and refunds
- Connect Intuit QuickBooks: Link your Intuit QuickBooks account (OAuth)
- Automatic Analysis: Vaultra ingests your financial data and computes metrics periodically
- Score & Recommendations: Get your funding readiness score and daily recommendations
- Ask Questions: Chat with the AI agent about your financial health and what to improve
- Frontend: Astro (static site generation with React islands)
- Backend: Python / FastAPI (modular monolith)
- AI Agent: MCP (Model Context Protocol) + RAG with Pinecone
- Database: PostgreSQL (Cloud SQL)
- Financials: Intuit QuickBooks API (OAuth2)
- Infrastructure: Docker, Kubernetes (GKE), Google Cloud
MIT