Security at VaultCEO
At VaultCEO, protecting customer financial data is our highest priority.
We understand that treasury balances, cash forecasts, receivables, payables, commitments, and financial planning data are among the most sensitive business assets.
Our platform is designed with security, confidentiality, availability, and integrity in mind.
Security Principles
VaultCEO's security program is built around four principles.
- Confidentiality: Only authorized users can access customer data.
- Integrity: Data remains accurate and protected against unauthorized modification.
- Availability: Customers can access their information when needed.
- Accountability: System activities are logged and traceable.
Data Ownership
Customers retain full ownership of all data stored within VaultCEO.
VaultCEO never claims ownership of customer information.
- Financial records
- Forecast data
- Cash flow projections
- Treasury balances
- Client information
- Uploaded documents
- Reports
- Internal notes
Data Encryption
All communication between users and VaultCEO is encrypted using modern TLS encryption. This protects information transmitted between browsers, mobile devices, APIs, and integrated systems.
Customer data is stored using encrypted infrastructure provided by enterprise-grade cloud providers. This includes databases, backups, and storage systems.
Authentication & Access Control
VaultCEO implements role-based access control (RBAC).
Users only see information permitted by their assigned role.
- Owner: Full access to company data and workspace settings.
- Admin: Operational management and administrative permissions.
- Finance: Access to treasury, forecasting, invoices, expenses and financial records.
- Viewer: Read-only access to authorized information.
Row-Level Data Isolation
VaultCEO uses database-level access controls to ensure customers can only access their own company data.
Every request is validated against workspace permissions. Data belonging to one company is never intentionally exposed to another company.
Audit Logging
VaultCEO maintains audit records for critical activities. Audit logs improve accountability and traceability.
- User invitations
- Role changes
- Permission updates
- Record creation
- Record modification
- Record deletion
- Security events
Infrastructure Security
VaultCEO is built on modern cloud infrastructure and security practices.
- Network protections
- Access restrictions
- Environment isolation
- Continuous monitoring
- Automated deployments
- Secure secrets management
Backup & Recovery
Customer data is regularly backed up through managed infrastructure services.
Backup procedures are designed to support business continuity, operational recovery, and disaster recovery scenarios.
Secure Development Practices
VaultCEO follows secure software development practices and considers security throughout the development lifecycle.
- Access reviews
- Principle of least privilege
- Environment separation
- Security testing
- Dependency management
- Vulnerability remediation
Third-Party Providers
VaultCEO may rely on trusted providers to deliver portions of the platform.
Each provider maintains its own security controls and compliance programs.
- Infrastructure: Supabase, Vercel, Cloudflare
- Communication: Resend
- Payments: Stripe and other authorized payment providers
Incident Response
VaultCEO maintains procedures for identifying, investigating, and responding to security incidents.
Where required by applicable law, affected customers will be notified.
- Detection
- Assessment
- Containment
- Remediation
- Communication
Artificial Intelligence & Data Protection
VaultCEO may provide AI-assisted forecasting and financial insights.
Customer financial information remains confidential.
- Does not sell customer data
- Does not provide customer financial records to advertisers
- Does not use customer financial records to train public AI models
- Does not share customer financial information with other customers
Employee Access
Access to customer data is restricted to authorized personnel who require access for operational purposes.
Access is granted according to business need, role requirements and security policies.
Security Reporting
If you believe you have identified a security vulnerability, please contact security@vaultceo.com or support@vaultceo.com.
Please provide sufficient information to allow investigation and validation.
Shared Responsibility
Security is a shared responsibility. Customers are encouraged to use strong passwords, protect login credentials, assign roles appropriately, review user permissions regularly and report suspicious activity immediately.
Our Commitment
VaultCEO is committed to continuously improving security practices as our platform evolves.
Protecting customer financial information remains a core responsibility and foundational principle of our business.