Financial Reporting, Radically Simplified.
Turn your raw QuickBooks and Xero exports into accurate, drill-down 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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Instant Financial Analysis
Accelerate Your Month-End Analysis
Stop spending hours manually checking numbers in static PDFs. Upload your exported P&L, Balance Sheet, and Cash Flow reports, and start analyzing them instantly. Ask questions, compare periods, and drill down into any line item without ever touching a spreadsheet.
Explain the Numbers
Perform Instant Variance Analysis
Your CFO asks, "Why are professional fees up 20%?" Instead of spending hours digging through the GL, just ask Veltrix. Click to drill down from the top-line number right to the individual transactions in seconds.
Real ROI Visibility
Uncover Your True Lead Source ROI
Stop guessing. See which channels bring in leads that actually buy, not just people who click.
Protect Your Forecast
Identify At-Risk Deals to Save Your Quarter
Don't be blindsided by deals slipping. Ask Veltrix, "Show me all deals over $50k that haven't had any activity in 14 days." Instantly get a list to focus your team's efforts where it matters most and rescue your forecast.
How It Works
Features
Everything you need to answer tough questions.
Powerful, self-serve revenue and growth analytics to help you close more deals.
#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.
Watch the Magic Happen.
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?
Reclaim your time from manual reporting and focus on the strategic work you were hired to do. 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.