Vesto

What Vesto is

Vesto is a treasury dashboard for companies managing finances across multiple entities. Its cash-position view brings bank balances across accounts, entities, and currencies together, while transaction details can be filtered by legal entity, account, date, category, and amount. Accounts can also be grouped into views by entity, region, and currency. Teams can build customized cash reports and export them 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. It describes no-code API bank integrations, and customer stories describe sending banking data through its API to accounting systems, BI tools, or a data warehouse. Granular team permissions can govern access at entity and account levels. Vesto states its practices are SOC-2 compliant and use advanced data encryption. The company also promotes a family-office solution for consolidating banks, custodians, and legal entities. Payment initiation, transfer rules, approvals, reconciliation, and tracking are listed as coming soon. Vesto is available on the web and via API; pricing is on request.