Review queue
Items waiting for your decision
Total saved
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Invoices outstanding
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Correspondence
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Needs your input
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Recent saves
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Overdue
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Past due date
Due this week
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Next 7 days
Upcoming
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Beyond 7 days
⚡ Overdue
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📅 Due this week
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🕐 Upcoming
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Total outstanding
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Due next 7 days
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Total received
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Next bundle send
1 May
Auto-send to accountant
All outstanding invoices
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By supplier this month
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✅ Paid invoices
Marked paid or auto-matched from payment confirmations
No paid invoices recorded yet — use "✓ Mark paid" on any invoice above.
VAT due to HMRC
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Output minus input
Output VAT (charged)
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On your sales invoices
Input VAT (reclaimable)
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Paid to suppliers
Quarterly history
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⚠️ Important note
This is an estimate based on invoices saved to Vaultzi. Always verify with your accountant before submitting a VAT return. Figures do not account for adjustments, bad debt relief or exempt supplies.
This is an estimate based on invoices saved to Vaultzi. Always verify with your accountant before submitting a VAT return. Figures do not account for adjustments, bad debt relief or exempt supplies.
Transactions this quarter
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⚙️ VAT settings
Total correspondence
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Action required
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Folders
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Auto-grouped by sender
All correspondence
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Urgent (this week)
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Requires immediate attention
Coming up (30 days)
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Plan ahead now
Total tracked
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Detected automatically
All deadlines
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All folders
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🔍
Search everything
Every email, document, invoice, receipt and note — searchable in seconds.
Start typing to search…
Invoice & expense settings
Invoice reminders
Automatic alert before invoices fall due
Reminder lead time
How far ahead to notify you
Monthly accountant bundle
Auto-package and send all invoices monthly
Accountant email address
Where to send the monthly bundle
Bundle send date
Day of month to auto-send
Notifications
Deadline alerts
Notify me of upcoming deadlines
Weekly digest
Summary of saves each week
Save reminders
Nudge to revisit saved items
Send to Vaultzi
Forward address
Email anything directly to Vaultzi
Outlook add-in Pro
Right-click to send from Outlook
Gmail add-in Pro
Right-click to send from Gmail
Account
Name
Email
Plan
Vaultzi Pro · Renews 1 May 2026
📬 Sender controls
Control which senders Vaultzi processes — protects your privacy and GDPR compliance
✅ Approved senders
Only these emails will be processed. Add an email address or whole domain (e.g.
craven-dunnill.co.uk)Loading…
🚫 Blocked senders
Emails from these addresses or domains will always be silently discarded — never saved to Vaultzi.
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⚠️ Recently blocked attempts
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How it works: If you have any approved senders, Vaultzi operates in whitelist mode — only those senders are processed. If you only have blocked senders, everyone else is still allowed. You can mix both. Changes take effect immediately for all future emails.
📌
Import your Pinterest boards
Connect your Pinterest account and choose which boards to import. Vaultzi will organise your pins into folders, categorise them with AI, and keep them in sync automatically.
Only reads your boards and pins — never posts anything on your behalf.
Cheerio Bin
Items are permanently deleted after 7 days
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📅 Calendar sync
Upcoming deadlines, reminders and meetings pulled from your saved items — grouped by folder.
Overdue / today
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Needs attention
This week
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Next 7 days
Upcoming
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Beyond 7 days
How this works: This panel shows all action dates and deadlines Vaultzi has detected from your emails and documents. To add events to your iPhone/Google/Outlook calendar, open a folder → Folder Info → Add to calendar. The Export all button downloads a single .ics file with every upcoming event.
🔴 Overdue & today
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📅 This week
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🕐 Upcoming
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🔗 Accounting sync
Connect Xero or QuickBooks to push invoices and receipts directly into your accounting software — no manual data entry.
𝕏
Xero
Popular with UK businesses & accountants
Not connected
Pushes invoices as Bills and receipts as Expenses into Xero automatically.
QB
QuickBooks
Popular with small businesses globally
Not connected
Pushes invoices as Bills and receipts as Purchases into QuickBooks automatically.
Connect an accounting app to get started
Once connected, Vaultzi will show all your unsynced invoices and receipts here — ready to push with one click.
How it works: Vaultzi reads every invoice and receipt you forward to [email protected]. When you connect Xero or QuickBooks, those items appear here ready to push. Vaultzi maps supplier, amount, VAT, invoice number and dates automatically — no typing needed. You can review each item before sending, or push the whole batch at once.
🔧 Job Sheets
Create job sheets for your team — client details, tiles, trims, grout, instructions. Your tiler sees their assigned jobs on the Vaultzi app.
Scheduled
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Upcoming jobs
In progress
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Active now
Completed
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All time
All job sheets
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Today
📓
No notes for this day
Click "+ Add note" to write your first diary entry.