Turn your scattered pipeline into total clarity.

— Veltrix instantly unifies QuickBooks, HubSpot, and your entire stack to give you advice you can actually use now.

Disconnected business apps • Wasting 32 hours a month • Blind Spots in cash flow

Before

The transformation is clear

Introducing Veltrix AI®

Unified real-time big picture • Plain-English AI answers • Actionable strategic advice

After

Features

Your data. Your questions. Instant answers.

Uncover your business blind spots in seconds.

Understand the "Why"

Go beyond "what happened." Ask plain questions to understand your cash flow and get proactive advice on what to do next.

Custom Dashboards

Visualize your data exactly how you want. Instantly generate custom reports to track your entire business pipeline.

Clear Audit Trails

Trust your answers. Every AI insight includes a clear audit trail, so you or your financial planner can instantly validate its accuracy.

Connect Your Stack

Stop logging into multiple tools. Securely connect QuickBooks, Xero, HubSpot, and Google Drive for a unified big picture.

Metric customization

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

Securely Connect

Link QuickBooks, HubSpot, and more using official Read-Only APIs. Zero impact on your accounts or your system credits.

AI Unifies the Data

Our AI instantly cross-references your sales and accounting data to build a real-time, unified big picture.

Understand Everything

Type a question or read proactive advice. Instantly know if you can afford to hire, where to cut costs, and exactly why.

Why smart business owners choose Veltrix?

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

Saved per month on average.

100

Clarity

Zero

‍

Skills Required

Ready to understand everything about your business?

Join the business owners trading disconnected apps for a unified, real-time big picture.