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Vesto

Paid APIWeb

What Vesto is

Vesto is a treasury dashboard for companies managing finances across multiple entities. It brings bank balances from accounts, entities, and currencies into a cash-position view, with filters for transaction details such as legal entity, account, date, category, and amount. Teams can group accounts by entity, region, and currency, create customized cash reports, and export data as CSV or XLSX for further modeling. Vesto says it connects to thousands of banks and financial institutions, including checking, savings, credit-card, and investment accounts. No-code API bank integrations are available; customers describe sending banking data through the API to accounting systems, BI tools, or a data warehouse. Granular team permissions can limit access at entity and account level. Vesto states that its security practices are SOC-2 compliant and use advanced data encryption. It also promotes a family-office solution for organizing banks, custodians, and legal entities. Payment tools are listed as “COMING SOON.” Vesto is available on the web and via API. Pricing is on request, and the site directs prospective customers to schedule a demo.

Who it suits

Vesto is aimed at companies with multi-entity operations that need consolidated cash visibility and reporting. Its family-office offering is described for consolidating accounts and entities.

What it does well

Shows balances across accounts, entities, and currencies.
Connects to thousands of banks and financial institutions.
Exports customized reports as CSV or XLSX.
Provides granular entity- and account-level permissions.

What to know first

Pricing is available on request.
Payment tools are labeled coming soon.

Getting started

Visit the Vesto website.
Schedule a demo to discuss access and pricing.
Use the web product or connect through the API.
Connect bank accounts and organize them by entity, region, or currency.

Verdict

Vesto brings multi-entity cash visibility, reporting, and bank connectivity into one dashboard. Companies should note that payment features are not yet available and pricing requires a demo request.

Questions

How much does Vesto cost?

Vesto directs prospective customers to schedule a demo and says pricing is on request.

Which platforms does Vesto support?

Vesto is available on the web and through an API.

Can Vesto connect to bank accounts?

Vesto says it connects to thousands of banks and financial institutions, including checking, savings, credit-card, and investment accounts.

Can reports be exported?

Yes. Vesto says customized cash reports can be exported as CSV or XLSX.

Does Vesto include payment workflows?

Its payments page lists payment initiation, transfer rules, approval workflows, counterparties, ERP reconciliation, and tracking, and labels the product coming soon.

Who is Vesto designed for?

Vesto says it is built for companies with multi-entity operations and also promotes a family-office solution for consolidating accounts and entities.

Facts from Vesto's own pages

Access controls: Vesto describes customizable team permissions, including granular access controls for financial information. · vesto.com, 3 Oct 2026
Account organization: Accounts can be grouped into views by entity, region, and currency. · vesto.com, 3 Oct 2026
Bank connectivity: Vesto says it connects to thousands of banks and financial institutions; its family office page lists API, SFTP, and SWIFT connectivity. · vesto.com, 3 Oct 2026
Cash visibility: Cash Positioning connects bank accounts and displays balances across entities and currencies in one dashboard. · vesto.com, 3 Oct 2026
Headquarters: New York, New York, USA · vesto.com, 28 Sept 2026
Integrations: The site describes no-code API bank integrations, and customer stories describe using Vesto’s API to send banking data to accounting systems, BI tools, or a data warehouse. · vesto.com, 2 Oct 2026
Intended users: Vesto says it is built for companies with multi-entity operations and promotes its family-office solution for managing banks, custodians, and legal entities. · vesto.com, 2 Oct 2026
Onboarding: Vesto says it aims to let companies connect and monitor finances with implementation taking minutes rather than months. · vesto.com, 2 Oct 2026
Payments: The Payments page lists payment rules, scheduled transfers, approval workflows, ERP syncing, and payment tracking, and labels the product “COMING SOON.” · vesto.com, 3 Oct 2026
Pricing: The pages reviewed direct prospective customers to schedule a demo and do not state prices. · vesto.com, 2 Oct 2026
Pricing availability: The maker’s site directs visitors to schedule a demo and does not state a product price on the pages reviewed. · vesto.com, 3 Oct 2026
Product: Vesto describes itself as a financial control center for companies with multi-entity operations, bringing financial information into one dashboard. · vesto.com, 3 Oct 2026
Reporting: Vesto offers customizable reports and says users can export data as CSV or XLSX. · vesto.com, 3 Oct 2026
Reports: Vesto says users can create customized cash reports and export data for further modeling. · vesto.com, 2 Oct 2026
Security: Vesto says it is SOC 2 Type 1 compliant and describes advanced data encryption and access controls. · vesto.com, 3 Oct 2026
Support and onboarding: Vesto offers demos, and its Nimbus Health customer story says the team provided documentation and hands-on onboarding assistance. · vesto.com, 3 Oct 2026
Transactions: Users can drill into transactions and filter by legal entity, account, date, category, and amount. · vesto.com, 3 Oct 2026
Who it is for: Vesto says its platform is for companies with multi-entity operations; its family office page also describes consolidating family office accounts and entities. · vesto.com, 3 Oct 2026

Where Vesto stands on Freedom251

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