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See your business clearly. Today.
Connect QuickBooks, Xero, Square, or Shopify. Ask anything in plain English — and get a real answer with the next step to take.
14-day free trial • Cancel anytime • Veltrix never changes your tools.
Bring all your pieces together
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Your numbers exist. They just don't talk to each other.
Sales in Square. Cash in QuickBooks. Deals in HubSpot. By the time your monthly report explains them, it's too late to act. Veltrix explains them today.
Plug in your business, once.
Connect QuickBooks, Xero, Square, HubSpot or Shopify in 2 minutes. No IT. No CSVs.
Ask the question, get the answer.
Ask a real question — can we afford this hire? — and Veltrix answers from your actual data. No formulas. No dashboards to build.
Know what to do next, and why.
Every answer comes with a clear next step and the exact reports it used — so you can send it to your bookkeeper or dive deeper yourself.
A view of your real business, not a
textbook dashboard.
textbook dashboard.
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Open Veltrix and see what's really going on.
Your AI insight panel writes a plain-English summary of what matters most — high spend, slow collections, anomalies hiding in your books.
From question to dashboard, in one click.
Ask Veltrix to break something down — ad spend vs. revenue, cash by quarter, top customers — and save the answer as a dashboard.
Catches what you'd miss.
Mystery liabilities. Vendor charges that don't add up. Customers letting bills slip past 70 days. Veltrix flags them in plain English.
Your numbers, your business, your call.
Veltrix is built so you stay in control of your business data — what comes in, who sees it, and when it stops.
We read, we don't write.
Veltrix uses each tool's official, read-only connection — the same kind your bookkeeper uses. We can see your books. We can't change them.
Private to you.
Your business data sits in your private workspace. We don't share it with other users. We don't sell it.
Disconnect whenever you want.
Unplug any source from settings — anytime. We stop pulling new data immediately.
Support
FAQs
Built from the first questions our trial users and advisors send us. Need something more specific? Chat with us — we usually reply within an hour on US business days.
How long does it take to get value?
About 5 minutes. Connecting your first tool is a single login. Then ask your first question — most owners start with "How is the business doing this month?"
Which tools does Veltrix connect to?
Veltrix works with QuickBooks, Xero, Square, HubSpot, Shopify, Google Drive, Google Workspace, and Microsoft 365. Tell us what you need.
Is my business data safe?
Yes. Veltrix uses each tool's official, secure connection and only reads your data — we never change anything in your books, CRM, payments, or files. You can disconnect a source or clear your workspace history any time.
Will Veltrix replace my bookkeeper or accountant?
No. Veltrix helps you understand your business between bookkeeper conversations, and helps your bookkeeper prepare for them faster. Every answer shows the exact reports it pulled from, so your advisor can validate anything in seconds.
How is this different from asking ChatGPT?
ChatGPT doesn't know your business. You'd export reports, paste numbers, and hope it didn't make something up. Veltrix is connected directly to your tools, only reads your data, and shows the source behind every answer.
What does it cost and can I cancel?
Starter is $49/month after a 14-day free trial and includes 500 AI units/month. Core includes 1,000 AI units/month. Pro includes 1,500 AI units/month. Change plan, downgrade, or cancel anytime.
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