Zetadeck combines tasks, CRM, docs, and finance with AI and live runway. Free for 5 people; Pro is $8 per seat per month billed annually. Read the review.
Researched and fact-checked by Bartu Cavusoglu · Updated October 26, 2026
Zetadeck is a unified web workspace that brings tasks, goals, customers, documents, and finance into one place. It is made by VaultPoint Systems LLC for small startup teams that otherwise track work, deals, notes, and cash across separate tools, each with its own copy of the truth.
According to the company, Zetadeck began as the internal tool its three founders used to run their own business. Weekly updates took an hour of copying numbers between tabs, so they built one workspace where work, customers, and money stay in sync, then added an AI assistant on top.
Each area of the business is a module inside a single workspace, and the modules share data. A closed deal in the customer pipeline appears in finances automatically, and on the Pro plan it also creates onboarding tasks. Teams can turn modules on or off in Settings, so screens adjust to what is in use.
The AI assistant reads tasks, pipeline, docs, and cash from the same workspace. Ask it for the weekly update and it drafts one from current data. It can also suggest changes, but nothing is saved until a person approves it.
Tasks run on a drag-and-drop board with assignees, due dates, and tags, plus a My Work list and a shared calendar. Goals tie quarterly objectives to the work behind them. The customer module follows each lead through to a paying customer, and client email can be forwarded or connected through Gmail to land on a timeline.
Finance connects to a bank through Mercury or Plaid, read-only, and shows cash, burn, and runway from real balances, along with budgets and recurring payments. Docs support real-time writing, AI help, and shared folders. Security covers two-factor sign-in, passkeys, an audit trail, and sign-in monitoring.
Zetadeck is a unified workspace that combines tasks, goals, customers, documents, and finance with an AI assistant. It is made by VaultPoint Systems LLC and aimed at small startup teams. It shows cash, burn, and runway from a connected bank balance.
The Free plan costs $0 and includes 5 seats. Pro costs $8 per seat per month when billed annually, or $96 per seat per year. The site has a monthly billing toggle, but a monthly price is not shown.
Yes. The Free plan includes a full workspace with tasks, goals, CRM, docs, finance, and the AI agent for up to 5 people. It includes 500 AI credits per month and 2 GB of file storage, and no credit card is required.
No. Zetadeck reads a live bank balance to show cash, burn, and runway, but it keeps no general ledger and produces no financial statements. The company says the two work together, with accountants closing the month and Zetadeck showing the current position.
Workspaces are isolated at the database level, data is encrypted in transit and at rest, and the product offers two-factor sign-in, passkeys, role-based access control, and an audit trail. Zetadeck has no SOC 2 report or third-party penetration test yet. Data is hosted in the United States on Supabase.
Yes, export is available at any time from Settings. Documents are markdown, so they move easily into other tools. If you close your account, the company deletes workspace data on request within 30 days.
Leads and contacts can be imported from CSV. Content pasted from tools like Notion keeps its formatting because docs are markdown friendly. On a Pro plan, the company also offers hands-on migration help.
Finance connects to banks through Mercury or Plaid on a read-only basis. Client email can be forwarded or connected through Gmail to appear on a customer timeline. The sources name no other integrations.