folder-iconfolder-iconadobe icondatabase iconcustom-icondatabase icon
bg-nebula
See how it works
Book a Demo
arrow right
Understand your business in real time
Veltrix brings the data from your business tools into one private AI advisor, so you can get clear answers, insights, and next steps.
Calendar Icon
Launch Interactive Demo
Sign Up for Free
Your business data lives in many places. Veltrix brings it together so you can understand what is happening now.
Line chartBar chartLine chartPie chart
Bar chartBar chartPie chartLine chart
Turn your business data into clear answers.
Veltrix connects tools like QuickBooks, HubSpot, Square and more to give you answers and next steps based on your actual business data.
default document
Business data in different tools • Hours spent on reports • Missed cash flow issues
Before
The transformation is clear
income metricprogresive metricsmetric stats
Introducing Veltrix AI®
One current view of your business • Plain-English AI answers • Clear next steps
After
dot
Features
Your business data. Clear answers. Better decisions.
Ask questions, spot unusual changes, and understand what to do next.
Icon of two overlapping speech bubbles on a purple gradient background.
Watch video

Understand the "Why"

Ask plain-English questions about cash flow, sales, expenses, and customers — and get answers you can act on.
Icon of two overlapping speech bubbles on a purple gradient background.
Watch video

Custom Dashboards

Create dashboards and reports from your business data without building them manually.
Icon of two overlapping speech bubbles on a purple gradient background.
Watch video

Clear Audit Trails

Every AI answer includes an audit trail, so you or your advisor can see what data it was based on.
Icon of two overlapping speech bubbles on a purple gradient background.
Watch video

Connect Your Business Tools

Connect your business tools — like QuickBooks, Xero, HubSpot, Square, and Google Drive — so your data is easier to understand in one place.
Icon of two overlapping speech bubbles on a purple gradient background.
Watch video

Metric customization

Choose the metrics that matter most and keep your dashboards focused.
Left chevron
Prev
Next
Right chevron
Icon of two overlapping speech bubbles on a purple gradient background.
Securely Connect
Connect QuickBooks, HubSpot, Square, and more through secure official connections. Veltrix never changes anything in your source tools.
Learn more
White lightning bolt icon on a purple rounded square background.
AI Unifies the Data
Veltrix brings your sales, finance, customer, and file data into one current view of your business.
Learn more
Icon of a white presentation board with a graph and text lines on a purple rounded square background.
Understand Everything
Ask questions or review proactive insights. See if you can afford to hire, where you may be losing money, and what to do next.
Learn more
line chartrevemue line chartcash flow pie chartprofit bar chartbar chartsales pie chartcash flow bar chart
All your business tools, unified and secured.
Built for business owners who want current answers, clear insights, and control over their data.
Live Integrations
Connect Any Data Source
Securely connect QuickBooks, Xero, HubSpot, and Google Drive in seconds.
Safe as a Google Login
Secure & Scalable
We use official, native APIs. We only read data and never alter your books or push data back.
Bar chart
Instant Dashboards
Automated Visuals in Seconds
Auto-generate visual dashboards with charts, KPIs, and summaries. Zero setup.
Amnesia by Design
Your Data is Safe
Veltrix analyzes your connected business data while your sources are connected. You can disconnect sources anytime and manage your workspace history separately.
Empower Your Advisor
Automated Data Extraction
Give your bookkeeper, advisor, or finance partner faster access to the data and context they need.
speed icon
Why smart business owners choose Veltrix?
Built for speed, scale, and clarity — go from raw data 
to smart decisions in minutes.
25
h
Saved per month on average.
divider
100
%
Clarity
divider
Zero
‍
Skills Required
Ready to understand your business faster?
Connect your business tools and get clear answers, dashboards, and next steps from your actual data.
metric revenuemetric profit marginmetric customer growth
metric stats
Try it Free
Start Using
Veltrix Today!
14 Days Free Trial
Connect your tools in minutes
Veltrix analyzes your data and never changes your source tools
Learn more
Get Started
dashboard exmaple
Purple and white icon featuring a stylized letter B inside a rounded square.
BETA ACCESS — LIMITED SPOTS
Get Early Access to Veltrix AI
Turn your raw data into smart, interactive dashboards — effortlessly.
Join our beta waitlist and help shape the next generation of data intelligence.
🔒 Your email is safe with us. We’ll only use it to send beta updates.
Green check mark icon indicating success or confirmation.
Priority access to beta testers
Green check mark icon indicating success or confirmation.
Direct input on product development
Green check mark icon indicating success or confirmation.
Exclusive product updates before launch
Not Now
Green circle with a white check mark inside indicating confirmation or success.
You’re on the List!
Thanks for signing up — you’ll be among the first to know when Veltrix AI goes live.
Ok
Oops! Something went wrong while submitting the form.