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See where each client needs your help.
Spend less time reviewing each client, catch work you should be charging for, and have useful things to bring to them before they ask.
14-day free trial • Cancel anytime • Veltrix never changes your tools.
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Bring all your pieces together
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From a new client to ongoing advice
Understand a new client faster
See cleanup, reconciliation, inventory, close and recurring work before the price is set, so it does not turn into extra unpaid work later.
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Make the scope clear to the client
Use the actual issues in their data to explain what you are recommending and why it belongs in the scope.
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Advise clients before they have to ask
Veltrix shows what in the business needs attention, so you can lead the conversation instead of waiting for the client to come to you with a problem.
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Work with every client in one place
Give each client their own secure workspace. You, your team and the client can work there together or separately, while you manage all clients from one account.
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Partner Firm Program
Get more from Veltrix as a partner firm. Use Veltrix free for 3 months, get direct help from our team, and make it fit the way you work.
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Try Veltrix with your clients for 3 months free
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Get as much onboarding and AI training as you, your team and your clients need
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Get the integrations and features your firm needs prioritized
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Get joint marketing and partnership opportunities with Veltrix
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Earn paid referral rewards
Join Free Partner Program
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 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 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.
Try Veltrix with one client.
See if it saves you review time, finds work you should be charging for, or gives you something useful to bring to the client.
