💡 Why Choose VaultCaddy?

Why Does VaultCaddy Have Fewer Features?

Because we only keep what you actually need

Citibank Bank Statement Recognition (98% Accuracy)
Excel One-Click Export
Cloud Storage & Search
Dext
60+ Features
But Citibank customers only use 8 of them
VS
VaultCaddy
12 Features
Citibank customers use them all ✓

Less = Simpler = Faster = Cheaper

💰 83% Cheaper than Dext
3-Second Setup
🇺🇸 Citibank Exclusive Support

🎯 Designed for International Market

SMBs, Freelancers, Accounting Firms

Start Free Trial (20 Pages) →

No credit card required | See results in 3 seconds

Top 3 Pain Points for Citibank

Citibank Statement Processing is Time-Consuming

Citibank customers spend 3-5 hours monthly processing statements. Need to check transactions manually, input to Excel, handle different account types. Workload surges during month-end, prone to errors.

💡 VaultCaddy auto-identifies, completes in 3 seconds

Complex Transaction Records Hard to Organize

Citibank statements contain various transaction types: transfers, payments, withdrawals, fees, interest. Manual categorization is time-consuming and error-prone.

💡 VaultCaddy identifies all transaction details with 98% accuracy

Tax and Audit Preparation Stress

During tax season, need to organize annual Citibank statements. Paper or PDF files pile up, finding specific transactions is difficult, often working late nights.

💡 VaultCaddy cloud storage, search anytime, one-click export

Real Case Study: Customer Success Story

Trading Company using Citibank - Mr. Wang

Background:

  • • 團隊規模:5-10 person team
  • • 帳戶:
  • • 月均交易:

After Using VaultCaddy:

30 minutes
處理時間
從 6-8 hours/month
$6/month
成本
從 $330/month
98%
準確率
從 88%

"Used to have headaches processing Citibank statements From $3.88/month seconds. Time saved for business growth!"

Return on Investment (ROI):
5,000%+

3 Steps to Start Using VaultCaddy

📱

Step 1: Upload Statement (10 seconds)

Mobile Photo (Most Common): Open VaultCaddy → Click "+" → Capture statement/invoice → Auto-upload

Computer Upload: Drag & drop PDF or click to select

Email Forward: Forward e-statement to dedicated email, auto-process

支持格式:PDF, JPG/PNG (photos), Excel (some banks)
🤖

Step 2: AI Auto-Processing (3 seconds)

✅ Auto-identify bank name

✅ Account number recognition

✅ Date range detection

✅ Currency recognition (HKD/USD/CNY)

✅ Opening/closing balance

✅ All transaction records

Accuracy: 98%
📊

Step 3: Export to Excel (5 seconds)

📊 Standard Excel: For accountants

📊 Dext Format: Seamless migration

📊 QuickBooks Format: Direct import

📊 Custom Format: Adjust as needed

就這麼簡單!總共只需 20 秒!

Frequently Asked Questions (FAQ)

Q1:Does VaultCaddy support Citibank statements?

A:Fully supported! Our AI has been trained on thousands of Citibank statements, automatically recognizing all transaction types and formats. 98% accuracy.

Q2:How long does it take to process one statement?

A:Usually 3-5 seconds. Simple statements (1-10 pages) about 3 seconds, complex statements (20+ pages or 100+ transactions) about 5-8 seconds.

Q3:What if there are recognition errors?

A:You can edit directly online (2 seconds), system learns from your corrections for better accuracy next time. Our accuracy is 98%, errors are rare.

Q4:Is my data secure?

A:Absolutely! We use bank-level 256-bit encryption, compliant with HK privacy regulations, regular security audits. Only you can access your data.

Q5:Can I batch process?

A:Yes! Upload up to 50 files at once, system auto-categorizes by month, one-click export annual data. Perfect for tax preparation.

Q6:What formats are supported?

A:PDF, JPG/PNG (photos), Excel format from some banks. Recommend PDF or clear photos for best recognition.

Q7:How to collaborate with accountants?

A:Export Excel to send to accountant, or invite accountant to join project for free, they can view and download all materials directly.

Q8:Any limits on free trial?

A:20 pages free trial, all features fully accessible, no credit card required, 3-second signup to start. No limitations during trial.

🚀 Start Free Trial Now

Why Act Now?

Zero Risk: No credit card required, 20 pages free trial

3-Second Results: Upload your statement now, see results in 3 seconds

Cancel Anytime: Not satisfied? Stop anytime, zero risk

💯 Our Commitment

98% Accuracy Guarantee: Full refund if accuracy is below 95%

3-Second Processing Guarantee: Contact us if it takes longer than 10 seconds

Data Security Guarantee: Bank-level encryption, compliant with HK regulations

Money-Back Guarantee: 100% refund within 30 days if not satisfied

Start Free Trial →

1,247 Hong Kong entrepreneurs are using VaultCaddy
⭐⭐⭐⭐⭐ 4.8/5.0 (127 reviews)