Step by Step

How CoinVault Works

From sign-up to full treasury visibility in under 30 minutes. No IT department needed.

01

Create Your Account

Sign up with your email. Set up your organization and entities — subsidiaries, branches, holding companies — all in one place.

02

Connect Your Banks

Swiss banks via EBICS protocol, EU banks via Open Banking (PSD2). Read-only access — we can never move your money.

03

See Everything in One Place

All balances, transactions, and cash flow across all entities and currencies. Updated automatically every day.

Swiss Banks

Connect Swiss Banks via EBICS

EBICS is the standard protocol used by Swiss banks for corporate access. Think of it as a secure, encrypted pipeline between your bank and CoinVault — the same technology your bank already uses for corporate banking.

  1. 1 Select your bank from our supported list
  2. 2 Enter your EBICS credentials (Host ID, Partner ID, User ID)
  3. 3 CoinVault generates encryption keys automatically
  4. 4 Sign the INI letter and send it to your bank
  5. 5 Bank activates the connection — you're done!

One-time setup. Once active, your accounts sync automatically. No manual downloads, no CSV imports.

app.coin-vault.net/connections/ebics/new

New EBICS Connection

Connect your Swiss bank account

UBS Switzerland AG
https://ebics.ubs.com/ebics
UBSWCHZH
CH12345
MSCHM001
app.coin-vault.net/connections/open-banking

Connect EU Bank

Select your country and bank

🇩🇪 Germany
Deutsche Bank

Secure bank redirect

You'll authenticate directly with Deutsche Bank

EU Banks

Connect EU Banks via Open Banking

Open Banking is an EU regulation (PSD2) that lets you securely share your bank data with authorized services like CoinVault. We use GoCardless, a licensed and regulated Open Banking provider.

  1. 1 Select your country from our coverage list
  2. 2 Choose your bank from 2,500+ supported institutions
  3. 3 Authenticate directly with your bank (secure redirect)
  4. 4 Grant read-only access — accounts appear instantly

90-day consent. Open Banking consent is valid for 90 days and can be renewed with a single click. No paperwork required.

Dashboard

Your Treasury Dashboard

Once your banks are connected, everything flows into a single, elegant dashboard built for financial professionals.

Total Liquidity

See aggregated balances across all accounts, entities, and currencies at a glance.

Cash Flow Charts

Track inflows and outflows over time with interactive visualizations.

Recent Transactions

Browse all transactions with powerful search, filters, and export options.

Smart Alerts

Get notified about low balances, large movements, or unusual activity.

100% read-only. CoinVault cannot initiate payments or move funds. Your money stays exactly where it is.

app.coin-vault.net/dashboard

Total CHF

2,847,291

+12.4%

Total EUR

1,523,847

+8.2%

Total GBP

412,093

-2.1%

Cash Flow (30 days)

CHF

Recent Transactions

Supplier Payment — Helvetia AG

UBS CHF Account

-45,200.00

Client Invoice — TechCorp GmbH

Deutsche Bank EUR

+128,500.00

Security

Data & Security

Your financial data deserves the highest level of protection. CoinVault is built from the ground up with security and compliance at its core.

EU-Hosted Infrastructure

All data is stored on Hetzner servers in the EU. No data ever leaves European jurisdiction. Full data sovereignty.

Bank-Grade Encryption

AES-256 encryption at rest, TLS 1.3 in transit. Your data is protected with the same standards used by the banks themselves.

Read-Only Access

CoinVault can only read account balances and transactions. We cannot and will never be able to initiate payments or transfers.

SOC 2 Type II

Our architecture follows SOC 2 Type II compliant design principles for security, availability, and confidentiality.

GDPR Compliant

Full GDPR compliance including data minimization, right to deletion, and transparent data processing agreements.

Full Audit Trail

Every access and action is logged. Complete audit trail for compliance reviews and internal governance requirements.

Ready to get started?

Join European CFOs who trust CoinVault for complete treasury visibility. Set up in minutes, not weeks.