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See every client clearly.
Today.
The finance copilot you and your clients share. Connect client tools, ask anything, and get trusted answers in a secure workspace.
14-day free trial • Cancel anytime • Veltrix never changes your tools.
Bring client's data together
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Your clients' numbers don't live in one place.
A client's sales in Square. Payroll in Gusto. Cash in QuickBooks. To answer one question, you pull report after report. Veltrix brings it together - for you and your client.
One shared workspace per client.
Connect each client's QuickBooks, Xero, Square, and HubSpot in 2 minutes in a private, read-only workspace you and the client share.
Ask anything across the books.
Ask any question about a client and Veltrix answers from their real data - showing the exact report behind every number. No guessing.
Raise it before they ask.
Veltrix surfaces what each client is trying to understand and flags what's off, so you bring up the right topic first, and spend your time advising, not prepping.
One shared view of each client. For you and them, not a locked-away report.
See what needs attention first.
The moment you open a client, Veltrix flags what changed and what looks off: duplicates, anomalies, slow payers. Before your next meeting.
Client-ready answers in one click.
Ask Veltrix to break something down (margins, cash by quarter, top customers) and turn it into a chart or summary you and the client can work from.
Handles messy client data.
Drop in the PDFs, Excel, and CSVs clients send. Veltrix organizes them, flags duplicates and gaps, and tells you when a number doesn't add up.
Your clients' data. Your control.
Veltrix is built so you stay in control of every client's data - what connects, who sees it, and when it stops.
A copilot, not an agent.
Veltrix connects read-only. It can read the books to answer questions, but it can never change them, move money, or act on its own.
Private to you.
Every client sits in a separate, private workspace. Their data is never shared between clients or users.
Insights for clients, not control.
Give clients a safe way to understand their numbers and ask anything (even the questions they'd feel silly asking you) without handing them the keys to the books.
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 is this different from an AI agent?
Veltrix is a copilot, not an agent. It's read-only — it explains and flags, but never posts entries, closes the books, or acts on its own.
What if a client's data is messy?
Veltrix flags duplicates, gaps, and numbers that don't tie out instead of assuming the data is clean — and tells you when something's missing rather than guessing.
Can I manage more than one client?
Yes. See all your clients in one place, each in a separate, private workspace — connect their tools, build dashboards, and switch between them anytime.
Does Veltrix do the close?
No. It helps before and after the close — surfacing issues and preparing summaries — but you do the actual close in QuickBooks or Xero. It never touches the books.
Will it replace me with my clients?
No. Veltrix works alongside you: clients get a safe way to understand their numbers, and you keep control of the books and stay their advisor.
Is my clients' data secure?
Each workspace is private and read-only, never shared or used to train public AI. Disconnect a source anytime. SOC 2 certification is in progress.
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