Frequently Asked Questions
Answers to the questions we hear most often from investors evaluating Vaultimary.
Everything you need to know
If your question isn't covered here, reach out through the start automation link and we'll follow up directly.
What exactly does Vaultimary automate?
Vaultimary connects to your existing data sources and runs scheduled checks, pulling, cleaning, and organizing property and portfolio information so you don't have to manually track spreadsheets or log into multiple systems.
Do I need technical skills to set this up?
No. The onboarding process is designed for investors, not engineers. You connect your accounts through guided steps, and the automation runs in the background from that point forward.
How long does setup usually take?
Most users complete initial setup within a single session. The exact time depends on how many data sources you connect and how your portfolio is structured.
Can I use Vaultimary if I manage properties remotely?
Yes. Vaultimary was built specifically for location-independent investors who need reliable information without being on-site or manually chasing updates.
What happens if one of my data sources changes or goes offline?
The system flags interrupted or inconsistent data so you're aware of gaps rather than silently working with incomplete information. You can then reconnect or update the source.
Is my portfolio data kept private?
Your data is used strictly to power your own dashboards and automations. Specific handling details are outlined in our Privacy Policy.
Can I cancel or adjust my automation later?
Yes. You can modify which sources are connected or pause automations at any time from within your account settings.
Does Vaultimary replace my property manager or accountant?
No. Vaultimary is a data and automation layer that supports your decision-making — it organizes and surfaces information but doesn't replace professional management or advice.
What kind of properties or portfolios is this suited for?
Vaultimary is built to scale with portfolios of varying size, from a handful of units to larger multi-property holdings, as long as structured data sources are available to connect.
How do I get started?
Use the "Start Automation" link at the top of the page. You'll be guided through connecting your first data source and setting up your initial dashboard.
Still have questions?
Start the automation process and we'll walk you through the rest directly.