Vesto

Spec sheet

Product

Vesto describes itself as a financial control center for companies with multi-entity operations, bringing financial information into one dashboard.Read 3 Oct 2026 · vesto.com

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.Read 2 Oct 2026 · vesto.com

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.Read 2 Oct 2026 · vesto.com

Security

Vesto says it is SOC 2 Type 1 compliant and describes advanced data encryption and access controls.Read 3 Oct 2026 · vesto.com

Headquarters

New York, New York, USARead 28 Sep 2026 · vesto.com

Access controls

Vesto describes customizable team permissions, including granular access controls for financial information.Read 3 Oct 2026 · vesto.com

Account organization

Accounts can be grouped into views by entity, region, and currency.Read 3 Oct 2026 · vesto.com

Bank connectivity

Vesto says it connects to thousands of banks and financial institutions; its family office page lists API, SFTP, and SWIFT connectivity.Read 3 Oct 2026 · vesto.com

Cash visibility

Cash Positioning connects bank accounts and displays balances across entities and currencies in one dashboard.Read 3 Oct 2026 · vesto.com

Onboarding

Vesto says it aims to let companies connect and monitor finances with implementation taking minutes rather than months.Read 2 Oct 2026 · vesto.com

Payments

The Payments page lists payment rules, scheduled transfers, approval workflows, ERP syncing, and payment tracking, and labels the product “COMING SOON.”Read 3 Oct 2026 · vesto.com

Pricing

The pages reviewed direct prospective customers to schedule a demo and do not state prices.Read 2 Oct 2026 · vesto.com

Pricing availability

The maker’s site directs visitors to schedule a demo and does not state a product price on the pages reviewed.Read 3 Oct 2026 · vesto.com

Reporting

Vesto offers customizable reports and says users can export data as CSV or XLSX.Read 3 Oct 2026 · vesto.com

Reports

Vesto says users can create customized cash reports and export data for further modeling.Read 2 Oct 2026 · vesto.com

Support and onboarding

Vesto offers demos, and its Nimbus Health customer story says the team provided documentation and hands-on onboarding assistance.Read 3 Oct 2026 · vesto.com

Transactions

Users can drill into transactions and filter by legal entity, account, date, category, and amount.Read 3 Oct 2026 · vesto.com

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.Read 3 Oct 2026 · vesto.com

Where Specifiction places it

• Cash Flow Management Software#28 of 296.5