Guardian Volt - Guardianship Financial Reporting Software
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    Trusted by 500+ Guardians and Deputies Worldwide

    Automated Financial Reporting for
    Guardians & Deputies

    GENERATE OPG102, OPG103, and Florida 744 reports that support court reporting in minutes. AI assisted categorisation with human review and audit trail. Bank-level security with read-only access.

    Save 20+ hours per report. Trusted by professional fiduciaries, family guardians, and court-appointed deputies in the US, UK, Canada, Australia, and beyond.

    Have a promo code? Enter it after signing up • Plans from £29/month

    256-Bit Bank-Level Encryption
    Read-Only Bank Access
    GDPR & SOC 2 Compliant
    10+ Jurisdictions Supported

    AI

    Assisted Categorisation

    20hrs

    Saved Per Annual Report

    10,000+

    Court Reports Generated

    99.9%

    Platform Uptime

    See How Guardian Volt Automates Court Reporting

    Watch a 2-minute demo of automated guardianship report generation

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    Reports That Support Court Reporting for 10+ Jurisdictions

    Guardian Volt generates jurisdiction-specific reports that meet the exact requirements of courts and supervisory bodies worldwide. One platform for US guardianship, UK deputyship, and international fiduciary reporting.

    United Kingdom

    England, Wales, Scotland, N. Ireland

    • OPG102 Deputy Report
    • OPG103 Short Form
    • TrueLayer Open Banking
    • DWP & State Pension categories

    Florida, USA

    Chapter 744 Guardianship

    • Form 744 Annual Accounting
    • F.S. §744.3678 compliant
    • Plaid bank integration
    • Medicare/Medicaid categories

    California, USA

    Conservatorship

    • GC-400 Series Accounting
    • Probate Code §§1060-1064
    • Schedule B, C, D, E formats
    • Medi-Cal & IHSS categories

    Texas, USA

    Estates Code Chapter 1163

    • Annual Account and Report
    • §1163.101 compliant
    • Person Report + Estate Account
    • STAR+PLUS categories

    New York, USA

    Article 81 Guardianship

    • Annual Report MHL §81.31
    • Financial + social summary
    • MLTC categories
    • Medicaid tracking

    International

    Global Coverage

    • Canada - Guardianship of Property
    • Australia - Financial Admin
    • New Zealand - PPPR Act
    • Ireland & UAE support

    Don't see your jurisdiction? We're always expanding coverage.

    Request Your Jurisdiction

    Complete Guardianship & Deputyship Management Platform

    Everything you need to manage ward finances, track assets, document care decisions, and generate court-ready reports. Built specifically for the unique requirements of fiduciary financial reporting.

    AI-Powered Transaction Categorisation

    Intelligent automation reads transaction descriptions and assigns court-specific categories for your review. Learns from your corrections to improve over time.

    PDF Reports That Support Court Reporting

    Generate professionally formatted OPG102, OPG103, Florida 744, and other jurisdiction-specific reports in under 30 seconds. No spreadsheet formatting required.

    Secure Bank Sync (Plaid & TrueLayer)

    Automatically import transactions from 10,000+ US and UK banks. Read-only access with 256-bit encryption. Your banking credentials never touch our servers.

    Filing Deadline Tracking & Alerts

    Never miss a court deadline. Automatic deadline calculations with 30, 60, and 90-day warnings. Track submissions from draft to court acceptance.

    Multiple Ward Management

    Manage up to 50 wards from a single dashboard. Perfect for professional fiduciaries, guardianship attorneys, and care management firms.

    Complete Audit Trail

    Every action logged with timestamps, user identification, and before/after values. Export audit history for court scrutiny at any time.

    Additional Capabilities

    Receipt Scanner & OCR
    Document Management
    Asset & Inventory Tracking
    Ward Health Records
    Guardian Visit Logging
    Major Decision Tracking
    CSV Import Tool
    Compliance Dashboard
    Team Collaboration
    Legal Authority Verification
    E-Filing Integration
    Court Directory

    Speak your transaction notes.
    Make them audit ready.

    Capture clear justifications in seconds. We convert speech into structured notes and store the provenance in your audit trail.

    • Faster reportingNo typing, no forgotten details. Just speak.
    • Cleaner evidenceReview and edit the clean transcript before saving.
    • Defensible audit trailStores who, when, and how it was captured.

    Micro trust: No raw audio storage by default. Notes are saved with session metadata for audit purposes.

    Pharmacy CVS #1234

    Today • Medical

    -$45.20

    Listening...

    "Purchase of prescribed medication for ward's chronic condition. Receipt filed."
    Voice evidence securedAudit entry created

    Bank-Level Security: Why Open Banking Is Completely Safe

    Guardian Volt uses regulated Open Banking technology via Plaid (US) and TrueLayer (UK). Your credentials never touch our servers, and we have read-only access - we physically cannot move money.

    Read-Only Transaction Access

    We can only view transaction history to categorise spending. Guardian Volt has no capability to initiate transfers, payments, or any financial movement.

    Zero Password Storage

    Your banking credentials are never shared with Guardian Volt. Authentication happens directly with your bank through Plaid or TrueLayer's secure infrastructure.

    FCA & CFPB Regulated Providers

    Plaid and TrueLayer are regulated financial services providers. 256-bit AES encryption protects all data in transit and at rest.

    Read our full Security Whitepaper
    Professional Standard

    Built for Evidentiary Traceability

    Every financial entry in Guardian Volt can be linked directly to its supporting evidence. Transactions are connected to source documents such as receipts, invoices, bank records, and court orders, creating a clear and traceable record of fiduciary activity.

    Source-Linked Records

    When reviewing an account, users can move from a reported figure to the underlying transaction and then to the supporting document in seconds.

    Court-Style Organisation

    This structure reflects how courts and reviewers examine fiduciary accounts and reduces the risk of missing or unverifiable entries.

    Verifiable Records

    Guardian Volt does not simply store documents. It organises records so they can be explained, supported, and defended when required.

    Faster Query Responses

    This approach enables faster responses to court queries, clearer explanations during reviews, and greater confidence that reported figures can be substantiated.

    Guardian Volt supports record organisation and reporting. It does not provide legal advice or guarantee court approval.

    From Bank Account to Court Report in 3 Simple Steps

    No accounting degree required. No spreadsheet gymnastics. Generate professional guardianship reports in under 30 minutes.

    1

    Connect Your Ward's Bank

    Securely link bank accounts via Plaid (US) or TrueLayer (UK Open Banking). Transactions sync automatically with read-only access.

    • 10,000+ supported banks
    • Or upload CSV manually
    2

    Review AI Categorisation

    Our AI automatically categorises transactions according to your jurisdiction's court requirements with 97% accuracy.

    • Intelligent merchant recognition
    • One-click category override
    3

    Generate Your PDF Report

    Click "Generate Report" and receive a professionally formatted PDF designed to support court reporting requirements.

    • Automatic calculations
    • Download, print, or e-file
    Get Started Now

    Who Uses Guardian Volt?

    Whether you're a family member caring for a loved one or a professional managing dozens of cases, Guardian Volt adapts to your needs.

    Family Guardians

    Parents, children, and relatives appointed to manage finances for a loved one who lacks capacity. First-time guardians welcome.

    Professional Fiduciaries

    Licensed fiduciaries and guardianship companies managing multiple wards. Enterprise features for high-volume reporting.

    Elder Law Attorneys

    Attorneys serving as court-appointed guardians or supporting client guardians with reporting compliance.

    Care Management Agencies

    Social workers, geriatric care managers, and agencies providing guardianship services to vulnerable populations.

    Trusted by Guardians & Deputies Worldwide

    Join 500+ guardians who save thousands of hours every year

    "Guardian Volt saved me over 15 hours on my annual OPG102 report. The AI categorisation is remarkably accurate. Best investment for any deputy."
    SM
    Sarah M.

    Deputy, London, UK

    "As guardian for my father in Florida, the Chapter 744 reporting was overwhelming. Guardian Volt made the process painless and the PDF came out perfect."
    JT
    James T.

    Guardian, Miami, FL

    "I manage 12 conservatorship cases. Guardian Volt Enterprise pays for itself after one report. The multi-ward dashboard is essential for our practice."
    MR
    Michael R.

    Professional Fiduciary, CA

    Frequently Asked Questions About Guardian Volt

    Everything you need to know about automated guardianship and deputyship reporting

    General Questions

    What is Guardian Volt and who is it for?

    Guardian Volt is automated financial reporting software designed specifically for court-appointed guardians, deputies, conservators, and professional fiduciaries. It connects to bank accounts, automatically categorises transactions according to court requirements, and generates professionally formatted reports ready for submission to courts and supervisory bodies.

    Guardian Volt is used by family guardians caring for loved ones, professional fiduciaries managing multiple cases, elder law attorneys, and care management agencies across the US, UK, Canada, Australia, and other jurisdictions.

    What's the difference between a guardian and a deputy?

    In the UK, a "deputy" is appointed by the Court of Protection to manage finances for someone who lacks mental capacity under the Mental Capacity Act 2005. Deputies report to the Office of the Public Guardian (OPG) using forms like OPG102 and OPG103.

    In the US, a "guardian" (or "conservator" in California and some other states) is appointed by probate court to manage the affairs of a minor or incapacitated adult. Guardians report to the probate court with jurisdiction-specific forms like Florida's Chapter 744 annual accounting.

    Guardian Volt supports both roles across multiple jurisdictions with the appropriate forms and category structures for each.

    What court forms and reports does Guardian Volt generate?

    Guardian Volt generates jurisdiction-specific court reports including:

    • UK: OPG102 Deputy Report, OPG103 Short Form for the Office of the Public Guardian
    • Florida: Chapter 744 Annual Guardianship Accounting per F.S. §744.3678
    • California: GC-400 Series Conservatorship Accounting per Probate Code §§1060-1064
    • Texas: Annual Account and Report per Estates Code §1163.101
    • New York: Annual Report per Mental Hygiene Law §81.31
    • International: Reports for Canada, Australia, New Zealand, Ireland, and UAE
    How much time does Guardian Volt actually save?

    Most guardians report saving 15-20 hours per annual report. The time savings come from:

    • Automatic bank sync: No manual transaction entry
    • AI categorisation: 97% accuracy eliminates hours of manual categorisation
    • Instant PDF generation: Court-ready reports in under 30 seconds vs hours of spreadsheet formatting
    • Automatic calculations: No formula errors or reconciliation headaches

    For professional fiduciaries managing multiple wards, the cumulative time savings can exceed 100+ hours per year.

    Security & Bank Connection

    Is it safe to connect my ward's bank account to Guardian Volt?

    Yes, connecting bank accounts to Guardian Volt is completely safe. We use regulated Open Banking technology:

    • Read-only access: We can only view transactions. Guardian Volt has no capability to move money, make payments, or initiate any transfers.
    • No password storage: Your banking credentials are never shared with us. Authentication happens directly with your bank.
    • 256-bit AES encryption: Bank-grade encryption protects all data in transit and at rest.
    • Regulated providers: We use Plaid (US) and TrueLayer (UK), which are regulated by the CFPB and FCA respectively.
    What if I don't want to connect my bank?

    Bank connection is completely optional. You can use Guardian Volt with manual data entry:

    • CSV import: Export transactions from your bank's website and upload them to Guardian Volt
    • Manual entry: Enter transactions individually if preferred
    • Same AI categorisation: You still get 97% accurate AI categorisation regardless of import method
    Is Guardian Volt GDPR compliant?

    Yes, Guardian Volt is fully GDPR compliant. We follow strict data protection practices:

    • Data minimization: We only collect data necessary for reporting
    • Right to erasure: Delete your data at any time
    • Data portability: Export all your data in standard formats
    • Transparent processing: Clear privacy policy and DPA available
    • UK data residency options for UK users

    Features & Capabilities

    How accurate is the AI transaction categorisation?

    Guardian Volt's AI categorisation achieves 97% accuracy using:

    • Intelligent merchant recognition: Automatically identifies retailers, healthcare providers, utilities, and more
    • Pattern learning: The system learns from your corrections to improve accuracy over time
    • Jurisdiction-specific categories: Uses the exact category structures required by your court
    • Easy override: One-click category changes when needed, and the system remembers your preferences
    Can I manage multiple wards with Guardian Volt?

    Yes, Guardian Volt supports multiple ward management:

    • Starter: 1 guardianship
    • Professional: Up to 3 wards
    • Enterprise: Up to 10 wards with team collaboration
    • Ultimate: Up to 50 wards with dedicated support

    Professional fiduciaries and guardianship firms use Enterprise and Ultimate tiers to manage their entire caseload from a single dashboard.

    How does Guardian Volt help with court filing deadlines?

    Guardian Volt includes comprehensive Submission & Filing Tracking:

    • Automatic deadline calculation: Based on your jurisdiction's specific requirements
    • Advance warnings: Email alerts at 30, 60, and 90 days before deadlines
    • Overdue notifications: Instant alerts if filings become overdue
    • Submission tracking: Log when and how you submitted (e-filed, mailed, in-person, courier)
    • Filing confirmation: Track confirmation numbers and court acceptance
    • Compliance dashboard: See all upcoming deadlines at a glance
    Does Guardian Volt support document uploads and receipts?

    Yes, Guardian Volt includes comprehensive document management:

    • Document storage: Upload receipts, invoices, bank statements, court orders, and medical records
    • Receipt scanner: Mobile-friendly capture with automatic OCR processing
    • OCR extraction: Automatically extracts amounts, dates, and merchant information
    • Transaction linking: Attach documents directly to transactions for audit evidence
    • Full-text search: Find any document by content, not just filename

    Pricing & Getting Started

    I have a promotional code. How do I use it?

    If you have received a promotional access code, here's how to activate it:

    • Create your account at guardianvolt.com
    • Go to Settings and enter your promo code
    • Your 7-day access window begins immediately
    • You can generate up to 3 reports during this period

    Promotional codes are one-time use only and cannot be extended or renewed.

    How much does Guardian Volt cost?

    Guardian Volt offers flexible pricing for individuals and professionals:

    • Free: Limited features for evaluation
    • Starter ($29/month): 1 ward, 10 credits/month, smart categorisation
    • Professional ($79/month): 3 wards, 30 credits/month, compliance dashboard
    • Enterprise ($199/month): 10 wards, 100 credits/month, team collaboration, API
    • Ultimate ($499/month): 50 wards, 300 credits/month, dedicated support

    Annual billing saves 15%. 30-day money-back guarantee on all plans.

    Can I cancel anytime?

    Yes, you can cancel your Guardian Volt subscription at any time:

    • Cancel with one click from your account settings
    • No cancellation fees or penalties
    • Continue using Guardian Volt until the end of your billing period
    • Export all your data before cancellation
    • Reactivate at any time if you change your mind

    Ready to Automate Your Court Reporting?

    Join 500+ guardians and deputies who save 20+ hours per report with Guardian Volt.Plans start from just £29/month. Have a promo code? Enter it after signing up.

    30-day money-back guarantee • Cancel anytime • No questions asked

    Guardian Volt

    Automated financial reporting software for guardians, deputies, conservators, and professional fiduciaries. Save time, reduce errors, support compliance.

    support@guardianvolt.com

    Guardian Volt is software for fiduciary record keeping and court aligned reporting workflows. Guardian Volt is not a bank, does not hold client funds, and cannot initiate payments.

    Guardian Volt is not a law firm and does not provide legal advice. Users remain responsible for decisions, for the accuracy and completeness of filings, and for meeting their legal duties.

    Report formats and validation are provided to support workflow, and court requirements may vary by jurisdiction and change over time.

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