Knowledge Base

Resources

Everything you need to know about treasury management with CoinVault. Guides, documentation, and best practices for CFOs.

Getting Started Guide

Step-by-step guide to set up your CoinVault account, connect your first bank, and explore the dashboard.

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Understanding EBICS

Learn how the EBICS protocol works, what credentials you need, and how to complete the INI letter process with your Swiss bank.

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Open Banking (PSD2) Explained

How PSD2 Open Banking works, what consent means, and how to connect your EU bank accounts securely.

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Security & Compliance

Our security architecture, data hosting, encryption standards, and compliance certifications.

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Multi-Entity Management

How to structure your organization with multiple entities, subsidiaries, and cost centers.

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Cash Flow & Reporting

Understanding your cash flow reports, exporting data, and setting up automated alerts.

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FAQ

Frequently Asked Questions

Quick answers to the questions we hear most from finance teams.

Is CoinVault read-only?
Yes, CoinVault can only view your account data. We cannot initiate payments, transfers, or any financial transactions. Your money stays exactly where it is.
Where is my data stored?
All data is stored on Hetzner servers in the European Union. We never transfer data outside of EU/CH jurisdictions.
Do I need my IT department?
No. CoinVault is designed for finance teams. The setup process requires only your bank credentials, which your bank provides directly to you.
What happens if I disconnect a bank?
Your historical data remains in CoinVault. No new transactions will be synced. You can reconnect at any time.
How often is data synced?
EBICS connections sync daily (typically overnight). Open Banking connections sync multiple times per day.
What currencies are supported?
CoinVault supports all major currencies including CHF, EUR, USD, GBP. Multi-currency accounts are displayed with real-time FX rates from the ECB.

Still have questions?

Our team is happy to walk you through the platform or answer any questions about treasury management.

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