Financial Reporting
Radically Simplified.
Radically Simplified.
Turn your raw financial data into audit-ready reports in seconds. No formulas, no manual data entry, no chasing down numbers.
100% free. No credit card required.
Integrations
Works With Your Accounting System
Start today with PDF exports from any platform. Direct integrations with the tools you trust are coming soon.
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Coming soon
QuickBooks
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Xero
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NetSuite
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Sage
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ZoHo
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Month-End Close
Accelerate Your Month-End Analysis
Stop manually ticking and tying numbers. Upload your P&L and Balance Sheet to reconcile accounts in seconds.
Variance Analysis
Perform Instant Variance Analysis
When the CFO asks, 'Why are professional fees up 20%?' don't dig through the GL. Just ask Veltrix. Click to see the exact transactions driving the variance in seconds.
Client Reporting
Streamline Client & Stakeholder Reporting
Turn complex spreadsheets into clean, interactive dashboards. Give clients clear answers without the email back-and-forth.
Multi-Entity Sync
Simplify Multi-Entity Reconciliation
Managing books for multiple entities or locations? Upload reports from each one and let Veltrix consolidate the data for you. Easily compare performance and spot discrepancies without complex consolidation spreadsheets.
How It Works
Features
Everything you need to answer tough questions.
Powerful, self-serve financial analytics to help you close the books faster.
#1
Connect Your Data.
Drag and drop your PDF into Veltrix, or connect
your Data Sources to automatically sync your reports.
your Data Sources to automatically sync your reports.
AI Analyzes Your Data.
Veltrix AI extracts and analyzes all your key metrics.
Your Dashboard, Your Way.
Instantly start asking questions in plain English, like "Show me a month-over-month comparison of Operating Expenses," and get an accurate visual answer.
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See Your Month-End Close on Autopilot
This isn't a video. Try an interactive version of Veltrix and see how fast you can get answers.
Ready to Close the Books in Hours, Not Days?
Stop manual reporting. Focus on strategy and analysis. Get your first automated financial report in the next 5 minutes.
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?
While accounting software reports are great for raw data, Veltrix is a powerful analysis and visualization layer. It allows you to ask flexible questions, perform instant drill-downs, and combine data from multiple reports (or even other sources) without ever touching a spreadsheet.
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Can I trust the numbers? How do you ensure accuracy?
Veltrix does not alter your data. It acts as a powerful calculator and visualizer for the numbers you provide in your exported reports. The source of truth is always your general ledger, ensuring the output is 100% accurate and auditable back to the source document.
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Can it handle multi-page, complex general ledger exports?
Yes. Veltrix is designed to read table-based data, even if it spans hundreds of pages. Our AI understands how to stitch the data together so you can analyze a massive report as if it were one simple table
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What if our chart of accounts or report format changes?
No problem. Veltrix's AI is flexible. It reads the headers and structure of each new report you upload, so it can adapt to changes in your exports without needing to be reconfigured.
What happens when you launch direct integrations?
As a Veltrix user, you'll be the first to know. Our goal is to make your data analysis even faster, and you'll have the option to connect your accounts directly for real-time reporting as soon as those integrations become available.
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Do I need to wait for native integrations to get value from Veltrix?
No. Veltrix is designed to deliver value from day one. You can upload exported reports from your CRM or other systems and start analyzing them immediately. When direct integrations become available, you’ll be able to connect live data — but you don’t need to wait to get fast, actionable insights.