Ask your AI about
your company

Vault gives the AI you already use the whole picture of your company, so you get complete answers with sources instead of a summary of whatever you pasted.

53+ connectors

One request, two ways

Watch what your AI can see when you feed it by hand, and what it sees when it reads your Vault.

“Prepare me for tomorrow’s client meeting.”

Account lead · every week
Without Vault
GGmail
SSlack
DDrive
HHubSpot
NNotion
CCalendar
3 emails
thread · 41 msgs
proposal_v3.pdf +1
deal notes
Project scope (page)
invite + agenda
Your AI chat
Pasted: 3 client emails
Pasted: Slack thread #client-project (41 messages)
Attached: proposal_v3.pdf, timeline.xlsx
Pasted: HubSpot deal notes
Pasted: Notion page “Project scope”
Pasted: invite + last agenda
Summary of what you pasted. I can’t see yesterday’s scope change — it isn’t in these files.
Apps: 0Files moved: 00:00
6 apps · 11 files dragged by hand · still incomplete~45 min
With Vault
Your AI chat · reading Company Vault/
Reading Vault… 0 emails · 0 Slack messages · 0 docs · 0 deal notes
Client meeting brief
ChangedClient expanded the scope on Tuesday — a reporting module was added.gmail/client-scope-change.md
OpenProposal v3 is still awaiting their sign-off (sent 6 days ago).drive/proposal_v3.pdf · hubspot/renewal.md
AskConfirm the revised timeline before agreeing to the new scope.meetings/2026-09-10.md
Done
Apps: 0Files moved: 00:00
1 question · 0 files moved · includes yesterday’s change~2 min

Behind that answer: your company context in one place

Mail, tasks, docs and meetings from every team flow into one archive. Your AI turns it into a brief where every line has a source.

01 / Working data
@
Email & chatUpdates & conversations
≡
DocumentsPlans & proposals
✓
Tasks & dealsProgress & open issues
◷
MeetingsDecisions & commitments
+
Other connectionsThe rest of your working data
02 / Company context

Moat8 Vault

On your computer or server.

Sales & accounts
Client emails · proposals
Finance
Invoices · project costs
Delivery
Tasks · decisions · plans
One archive, kept up to date
03 / Your AIUses your Vault
Your AI chat · reading Company Vault/
Reading Vault… 0 emails · 0 Slack messages · 0 docs · 0 deal notes
Client meeting brief
ChangedClient expanded the scope on Tuesday — a reporting module was added.gmail/client-scope-change.md
OpenProposal v3 is still awaiting their sign-off (sent 6 days ago).drive/proposal_v3.pdf · hubspot/renewal.md
AskConfirm the revised timeline before agreeing to the new scope.meetings/2026-09-10.md

How it works

Two steps to set up. Then you just ask.

Step 1

Connect your services

Sign in to the tools your team already uses. No exports to prepare or files to collect.

Connect your tools in minutes.

Vault · Connections
GmailNot connectedConnect
SlackNot connectedConnect
Google DriveNot connectedConnect
HubSpotNot connectedConnect
JiraNot connectedConnect
Connected: 0 of 5Elapsed 0:00

Step 2

Choose where it lives

Pick a folder on your Mac or your server. Vault writes plain, readable files there and keeps them current.

Your data stays on your disk, and you decide who reads it.

Vault · Storage
Your MacYour server
Sync to folder
Synced 10 s ago
Company Vault/
gmail/0 files
slack/0 channels
drive/0 docs
hubspot/0 deals
jira/0 issues
meetings/0 notes

Step 3

Ask from the AI you already use

Claude Code, Codex, Cursor — any AI that can read local files. Same folder, any tool.

Nothing new to learn, and every answer can be checked.

Claude CodeCodexCursor
Reading Company Vault/ … gmail · meetings · drive · hubspot
Agreed on the last status call
PlanSend the revised delivery plan by Friday.meetings/status-call.md
UpdateEmail the client a progress update every Monday.gmail/client-follow-up.md
DemoShow the reporting dashboard at next Thursday’s review.meetings/status-call.md

What changes for a manager

The same task, without Vault and with it. Timings are illustrative; the file-dragging is not.

“Build the Monday ops dashboard.”

COO · every Monday
Without Vault
MMetabase
SStripe
HHubSpot
JJira
revenue.csv
payouts.csv
deals.csv
sprint.csv
Your AI chat · manual uploads
↑ Upload files
revenue.csvpayouts.csvdeals.csvsprint.csv
Build the Monday ops dashboard from these exports.
The files use different date ranges. Can you export them again for the same week?
Exports: 0Files uploaded: 00 h 00
4 exports · manual uploads · mismatched date ranges~3 h
With Vault
Your AI chat · reading Company Vault/
Reading metabase/ · stripe/ · hubspot/ · jira/
Revenue$0k+8% w/w
Pipeline$0.0M+3%
Projects019 on track
Backlog0−6 w/w
metabase/weekly.mdstripe/payouts.mdhubspot/pipeline.mdjira/sprint-41.md
Done
Exports: 00:00
1 question · numbers as of this morning~2 min

“What did sales actually do this week?”

CEO · Friday afternoon
Without Vault
Slack · #sales
Tom · will send later today
Maria · in calls all day, tomorrow ok?
Dan · The renewal — waiting on legal since last month
3 of 6 replied · next day
HubSpot · Deals
Renewal23 d ago
Expansion2 d ago
Pilot31 d ago
Upsell19 d ago
New account1 d ago

Half the deals untouched for weeks.

Asked: 6 peopleReplies: 00 h
6 people interrupted · half the picturenext day
With Vault
Your AI chat · reading Company Vault/
Reading slack/ · hubspot/ · gmail/ · calendar/
Sales activity · this week
Tom
Renewal · call TueExpansion · email MonNew lead · no touch 19 d
Maria
New account · demo WedPilot · proposal Thu
Dan
Renewal · legal stalled 31 dUpsell · email Fri
Lea
Onboarding · call MonProposal · no reply 12 d
slack/#saleshubspot/dealsgmail/calendar/
Done
Asked: nobodyStalled found: 00:00
Pulled from the conversations themselves — nobody updates the CRM~1 min

“Why did delivery margin drop in Q2?”

CEO · before the board meeting
Without Vault
Mon
Tue
Wed
Thu
Fri
Inbox · Slack · Drive
Why did delivery margin drop in Q2?
Finance · Wednesday
Here’s Q2 by project. Two projects are in the red.
Delivery lead · Thursday
P-14 and P-22 overran. The client kept asking for extra reports.
Still no answer to “why” — and the board meeting is Monday.
Asked: 0 peopleWaited: 0 days
3 people · 5 days · answer still partial1 week
With Vault
Your AI chat · reading Company Vault/
Reading finance/ · jira/ · gmail/ · meetings/
Why Q2 delivery margin dropped
CauseTwo projects (P-14, P-22) absorbed unbilled scope changes: +310 h logged beyond estimate.finance/q2-margin.xlsx · jira/P-14, P-22
OriginThe extra reporting was agreed in the Mar 12 client call and never re-quoted.meetings/2026-03-12.md · gmail/client-reporting.md
NextRe-quote P-22 (still running); add a change-order step to the delivery checklist.jira/P-22
Done
Asked: nobodyWaited: 0 days0:00
Finance + Jira + email + meeting notes, cross-referenced~3 min

What people ask before they start

Will our data leave the company?

Files land on your own computer or server. Content passes through a temporary Moat8 delivery buffer; connection credentials and a file index are retained. Access to your tools is read-only, and nothing is written back. Your chosen AI provider processes data separately.

Do we need IT or engineers?

No. Each tool connects with a browser sign-in in about a minute. No data export, no integration project.

Who can see what?

You choose who can access the archive on your computer or server. Source-tool permissions do not automatically carry over to the files; access is agreed during setup.

What if the AI gets it wrong?

Every claim points to the file it came from, so you can open the source and check it before you act on it.

What if we stop?

The files are plain and readable, and they stay yours. Free during open beta, then USD 99/month, with 30 days’ notice.

Start with one task your team repeats.

A weekly review, a Monday dashboard, a handover. We scope the sources, set up the workflow with your team and test it in real work. The pilot ends with a decision: adopt, adjust or stop.

What you keep

Readable files on your own computer or server. Read-only access to your tools. Free during open beta, then USD 99/month with 30 days’ notice.

NVIDIA Inception

Program member

CASA

Security assessment passed