AI Financial Reporting & Dashboard Software | Veltrix

bg-nebula

See how it works

Book a Demo

Turn Your Data into Smart Dashboards

Instant AI analytics for your financial statements and spreadsheets.

Launch Interactive Demo

Sign Up for Free

[data-wf-bgvideo-fallback-img] { display: none; } @media (prefers-reduced-motion: reduce) { [data-wf-bgvideo-fallback-img] { position: absolute; z-index: -100; display: inline-block; height: 100%; width: 100%; object-fit: cover; } }

Veltrix AI turns static financial data into smart dashboards. Uncover insights and decide faster.

Turn any financial data into actionable insights

— Veltrix pulls the key metrics from your statements and builds interactive charts you can actually use.

default document

Static • Non-interactive • Hard to analyze

Before

The transformation is clear

income metric

progresive metrics

metric stats

Introducing Veltrix AI®

Interactive • Customizable • Insightful

After

Features

Your data. Your questions. Instant answers.

Chat with files, sources, and metrics — and get smart visualizations without writing a single line of code.

Icon of two overlapping speech bubbles on a purple gradient background.

Build dashboard

Ask questions in plain language - like 'What were sales last quarter?', and watch Veltrix build the chart instantly.

Icon of two overlapping speech bubbles on a purple gradient background.

Change to bar chart

Find the perfect view. Switch between bar charts, line graphs, and pie charts with a single click.

Icon of two overlapping speech bubbles on a purple gradient background.

File uploading

Connect any data. Drag and drop PDFs, or connect your apps - Veltrix organizes it all automatically.

Icon of two overlapping speech bubbles on a purple gradient background.

Chatting with AI

Dig deeper into the numbers. Ask follow-up questions like 'Why did costs spike in May?' to get instant context.

Icon of two overlapping speech bubbles on a purple gradient background.

Metric customization

Refine your analysis. Toggle metrics on or off to focus your dashboard on exactly what matters.

Icon of two overlapping speech bubbles on a purple gradient background.

Conversational Analytics

Ask questions in plain language — like “What were sales last quarter?” — and get instant answers.

Track Performance

Visualize what matters. Filter, export, and drill down into reports — no technical skills required.

Instant Data Processing

No setup, no manual parsing. Just connect your data and watch it transform into answers.

line chart

profit bar chart

The Smarter Way to Turn Raw Data into Actionable Insights

Trusted by FP&A leaders, Controllers, and Founders to deliver answers fast.

Connect Any Data Source

Financial statements, Google Drive, Apps & more

Seamlessly integrate PDFs, spreadsheets, and accounting software — from reports to real-time sources.

Secure & Scalable

Enterprise-grade infrastructure

Role-based access, encryption, and audit logs to keep your financial data safe.

Bar chart

Instant Dashboards

Automated Visuals in Seconds

Auto-generate visual dashboards with charts, KPIs, and summaries. Zero setup.

Multi-File Analysis

Analyze multiple files at once

Upload bulk reports or sync live feeds — compare, combine, and drill down effortlessly.

AI-Powered Analysis

Automated Data Extraction

Our engine automatically identifies trends, anomalies, and key drivers.

Why Finance Teams Choose Veltrix?

Built for speed, scale, and clarity — go from raw data  to smart decisions in minutes.

100

+

Custom dashboards launched

6

×

Faster decision-making

5

+

Countries already onboard

You Upload. Veltrix Analyzes.

Turn raw data into clear answers in seconds

metric revenue

metric profit margin

metric customer growth

metric stats

Try with your Data

Start Using
Veltrix Today!

Instant access — no credit card needed

One-on-one onboarding support

Explore every feature from day one

dashboard exmaple