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See your business clearly. Today.
The finance copilot you and your accountant share. Connect QuickBooks, Xero, Square and more, ask anything, and get trusted answers backed by your real data.
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 report explains them, it's too late. Veltrix brings them together - for you and your advisor.
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.
You and your accountant can ask any question, and Veltrix answers from your actual data. No formulas. No dashboards to build.
Know what to do next. Together.
Every answer comes with a clear next step and the exact reports behind it, so you and your bookkeeper stay on the same page.
A view of your real business, not a
textbook dashboard.
Open Veltrix and see what's really going on.
The moment you log in, Veltrix shows what matters most - high spend, slow collections, and anything odd 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.
Duplicate charges. Numbers that don't add up. Bills slipping past 70 days. Veltrix checks your books every time you log in and flags them.
Your numbers, your business, your call.
Veltrix is built so you stay in control of every client's data - what connects, who sees it, and when it stops.
A copilot, not an agent.
Veltrix connects read-only. It can see your books, but it can never change them, move money, or act on its own.
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?
A couple of minutes. Connect your business data and run a free Business Health Check. Veltrix shows you the issues that deserve attention, then you can investigate anything it finds or ask your own questions.
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 is read-only — a copilot, not an agent — so it can't change your books or act on its own. It answers only from your data, and says when something's missing instead of guessing. Disconnect anytime.
Will Veltrix replace my bookkeeper or accountant?
No. Veltrix helps with the first pass — bringing the information together, surfacing what needs attention, and narrowing where to look. Your accountant brings the judgment, context and advice that actually require expertise.
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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