Back to CardVault Case Study
Platform Walkthrough

Inside CardVault

A safe, read-only tour of the platform experience. Everything shown here uses fictional sample data — nothing is connected to any real account, card, or bank.

Demo only — sample data. No real financial information is shown.
cardvault · secure demo

CardVault

Secure Credit Card Manager

Total Credit Limit

$32,500

Total Balance

$4,530.50

Available Credit

$27,969.50

Loans Remaining

$19,350

Visa

•••• •••• •••• 1234

EXP ••/••CVV •••

Sample Rewards Visa

Balance$2,340.00
Limit$10,000
Utilization23%
Due Nov 15
Mastercard

•••• •••• •••• 5678

EXP ••/••CVV •••

Sample Cash Mastercard

Balance$980.50
Limit$7,500
Utilization13%
Due Nov 22
Amex

•••• •••• •••• 9012

EXP ••/••CVV •••

Sample Platinum (Demo)

Balance$1,210.00
Limit$15,000
Utilization8%
Due Nov 5

Interactive preview · click “Reveal” and switch tabs · all values are fictional sample data

Smart Bill Reminders

An automated engine scans every account and sends email + SMS reminders 3 days before each due date. Due dates roll over automatically each month — even at month-end — so nothing is ever stuck in the past.

Sample Platinum (Demo)

Payment due in 3 days

Nov 5

Sample Personal Loan

Loan payment in 6 days

Nov 8

Sample Auto Loan

Loan payment in 10 days

Nov 12

Sample Rewards Visa

Payment due in 13 days

Nov 15

Connect a bank (sample)

First National (Sample)
Coastal Credit Union (Sample)
Lakeside Savings (Sample)
Balances sync automatically once linked

Automatic Bank Syncing

Through a secure Plaid connection, CardVault links the right account to the right card and pulls live balances automatically — no more logging into multiple bank sites or typing balances by hand. (Institutions shown are fictional samples.)

Bank-Grade Security

Protection built into every layer of the vault.

AES-256-GCM Encryption

Sensitive card data and stored credentials are encrypted at rest using bank-grade AES-256-GCM.

Masked by Default

Card numbers, CVVs and expiration dates stay hidden until you choose to reveal them.

PIN Guard

An extra PIN layer protects access to the most sensitive views and actions.

Inactivity Auto-Logout

Sessions time out automatically after inactivity so an open device never stays exposed.

Quick Card Lookup

Find any card or loan instantly from a searchable dropdown.

Search “Visa •••• 1234”…

Light / Dark Mode

Switch themes for comfortable viewing in any setting.

Mobile Responsive

Large-text, senior-friendly layout that works on any phone.

Want a secure system built around your life?

CardVault was custom-built for one client’s exact needs. We can design the same kind of secure, automated system for you. Start with a free workflow diagnosis.