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.
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
Everything you need to know about trials, billing, AI units, data safety, and choosing the right plan.
Is there a free trial?
You can try Veltrix free for 14 days. Connect your tools, ask questions, and see how it works with your real business data before your first paid month.
Which plan should I choose?
Starter is best if you’re running one business and want quick answers. Core is best if you want more usage, more dashboards, and team access. Pro is best if you manage more data, more entities, or heavier reporting. Enterprise is for custom setups.
What are AI units?
AI units are used when Veltrix does AI work for you, like answering questions, creating dashboards, or customizing reports.
What tools can I connect?
Veltrix connects to tools like QuickBooks, Xero, Square, HubSpot, Shopify, Google Workspace, Microsoft 365, Google Drive, and uploaded files. More integrations are coming soon.
Is my business data safe?
Yes. Veltrix analyzes your data inside your workspace and never changes your books, CRM, payments, files, or source tools. You can disconnect a source anytime.
Can I cancel or change plans later?
Yes. You can upgrade, downgrade, or cancel from your account settings anytime.
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