Total Clarity Across
Your Financial Pipeline.
Your Financial Pipeline.
Secure AI for accountants and owners. Link your apps in seconds to eliminate blind spots, uncover the "why" behind your data, and never guess again.
100% free. No credit card required.
Integrations
Unified Accounting Intelligence
Link QuickBooks, Xero, and more via official, read-only connections. See the real-time big picture of your pipeline without using your account credits.
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QuickBooks
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Xero
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Month-End Close
Accelerate Your Month-End Analysis
Stop manual ticking and tying. Veltrix unifies your apps to reconcile accounts in seconds. Get instant answers to your toughest questions and reclaim your weekends.
Variance Analysis
Instant Transaction Intelligence
Don't dig through the General Ledger. Just ask Veltrix "why" expenses are up. Click to see the exact transactions driving the variance across all apps in seconds.
Strategic Visibility
Consult With Total Confidence
Turn complex apps into clear, interactive big pictures. Give clients and stakeholders real-time answers without the manual reporting or email back-and-forth.
Multi-Entity Sync
Unified Multi-Entity Clarity
Manage multiple locations without complex spreadsheets. Veltrix unifies every entity into one secure big picture for effortless cross-app analysis and understanding.
How It Works
Features
Everything you need to answer tough questions.
Powerful, self-serve financial analytics to help you close the books faster.
#1
Link Your Business Tools.
Sign in via official, read-only connections. As safe as a Google Login with zero impact on your account credits.
AI Unifies the Dots.
Our private AI cross-references your sales and accounting data to find the hidden links and the "why" behind your numbers.
Never Not Understand.
Ask questions in plain English to get instant charts and advice. Every insight includes an Audit Trail to validate accuracy.
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See Your Business Vitals Instantly
This isn't a video. Try an interactive version of Veltrix and see how fast you can get answers.
Ready to Understand the "Why"?
Stop manual reporting. Focus on strategy and analysis. Join the teams trading disconnected apps for a unified, real-time big picture. 100% Free during our Extended Launch.
FAQs
Everything you need to know about the product and billing. Can’t find the answer you’re looking for? Please chat to our friendly team.
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How is this different from QuickBooks' or Xero's built-in reporting?
QuickBooks or Xero live in a silo. Veltrix unifies your sales, marketing, and accounting into one view so you can see how different parts of your business actually affect each other.
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Can I trust the numbers?
Veltrix does not alter your data. It acts as a powerful strategic assistant that provides a clear Audit Trail for every insight so you can validate the source of every number
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Can it handle multi-page, complex general ledger exports?
Yes. Veltrix is designed to analyze complex transaction-level data across multiple apps. It unifies it all so you can analyze your business as one cohesive picture.
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What if our chart of accounts or report format changes?
No problem. Veltrix doesn't rely on fixed templates. It understands your business context through official APIs, adapting to your unique chart of accounts automatically.
What happens when you launch direct integrations?
As a Veltrix user, you'll be the first to know. We are constantly adding tools like HubSpot and Gusto so you can eventually link your entire ecosystem in one click.
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Do I need to wait for direct integrations to get value?
No. You can securely link QuickBooks and Xero today to get instant visibility. For other tools, you can upload reports to start building your unified big picture immediately.