[ Platform · Vault ]
Turn documents into governed data
Contracts, invoices, statements: the Vault extracts what they say, links it to your ledger, and keeps the source attached, so documents become data you can query.
Extracted · Linked · Source kept
Your documents know things your systems don't. The Vault pulls terms, amounts, and dates out of the paperwork and puts them to work alongside your ledger.
From PDF to structured record
Vendors, amounts, periods, renewal terms: the Vault reads the document and produces structured fields you can check against the page itself.
Terms extracted
Vendors, amounts, periods, and renewal dates pulled from the document.
Checkable extraction
Every field links back to the exact spot on the page it came from.
Any document type
Invoices, contracts, statements, and the odd one-off PDF.
Linked to the ledger
An extracted invoice isn't useful floating on its own. The Vault ties documents to the GL entries, schedules, and vendors they belong to.
Tied to GL lines
The invoice meets its journal entry automatically.
Prepaids and accruals
Schedules built from the document's actual terms.
One click to the paper
The source document rides along with every linked number.
Governed like everything else
Documents carry sensitive terms. The Vault applies the same access policy, logging, and audit discipline as the rest of the platform.
Access-controlled
Who can see which documents, scoped by role and sensitivity.
Fully logged
Every extraction, edit, and view is recorded.
Audit-friendly
The document and its data stay attached for evidence.
[ What a governed vault changes ]
100%
of extracted fields link to the source page
1-click
from any figure to the original document
0
contract terms stuck in email threads
“Renewal dates stopped surprising us.”
Finance Ops Lead · B2B software
[ Use cases ]
How finance teams use the Vault
The paperwork, finally queryable.
Contract term tracking
Renewals, escalators, and commitments surfaced before they hit.
Invoice capture
From inbox to structured, GL-linked record.
Prepaid and accrual schedules
Built from the document terms, not re-keyed.
Vendor spend analysis
What you're actually committed to, by vendor.
Audit documentation
Evidence attached to the numbers it supports.
[ Integrations ]
Works alongside your financial stack
Extracted document data joins your connected ERP, accounting, banking, and spend systems, one governed picture.
Mercury
LiveBanking
Connect banking activity and balances to Pluvo for cash visibility, runway analysis, and treasury context.
NetSuite
LiveERP
Connect NetSuite to Pluvo so finance teams can analyze ERP data alongside ledger, revenue, workforce, and operating context.
Plaid
LiveBanking
Use bank connectivity to keep cash, account, and transaction data visible in Pluvo.
QuickBooks Online
LiveAccounting
Connect QuickBooks Online to Pluvo so finance teams can analyze accounting data alongside ledger, revenue, workforce, and operating context.
Rillet
LiveERP
Connect modern ERP data to Pluvo for close, reporting, and finance workflows grounded in source transactions.
Sage Intacct
LiveERP
Connect Sage Intacct to Pluvo so finance teams can analyze ERP data alongside ledger, revenue, workforce, and operating context.
Do not see your system? Request an integration
View all integrations[ FAQ ]
Common questions
- What documents can the Vault handle?
- Contracts, invoices, bank and vendor statements, and most finance paperwork in PDF or image form. If it has terms and numbers, the Vault can extract them.
- How accurate is the extraction?
- Every extracted field links back to the exact location on the source page, so verification takes a glance, and corrections are logged and learned from.
- Where do the documents live?
- In the Vault, access-controlled and retained per your policy, with the source attached to every number extracted from it.
- How does it connect to the GL?
- Extracted records are matched to journal entries, vendors, and schedules in your connected accounting system, so the paper and the ledger agree.
- Who can access what?
- Access is scoped by role and sensitivity under the same policy engine as the rest of Pluvo, and every access is logged.
Put your paperwork to work
Book a demo and watch a contract become queryable, ledger-linked data.