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The BI Tool Your Finance Team Will Actually Use
Get instant answers from your financial and operational data. Upload any PDF report from SAP, QuickBooks, or Excel and get the powerful, drill-down analysis you need in seconds. No code, no waiting for the data team.
100% free. No credit card required.
Integrations
Connect to Your Financial Universe
Veltrix works with PDF reports from any system. Direct integrations with the platforms that power your finance department are on the way.
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For FP&A
Streamline Budget vs. Actuals Analysis
Stop the painful process of manually mapping GL data to your budget in Excel. Upload both reports and instantly ask, "Show me the variance for the Marketing department budget." Drill down from the department total to the specific expense line-item in seconds.
For Controllers
Accelerate Your Month-End Review
Turn your static, multi-page trial balance PDF into a dynamic analytical tool. Quickly spot anomalies, investigate fluctuations in accounts, and answer audit questions by instantly filtering and visualizing any part of your data.
For Strategic Finance
Answer Any Executive Question, Instantly
When the CEO asks, "What's driving our gross margin changes in the last six months?", you no longer need to say "I'll get back to you." Upload your P&L and COGS reports and get a clear, visual answer on the spot.
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.
Watch the Magic Happen.
Veltrix AI extracts and analyzes all your key metrics.
Ask Your Financial Question and Customize Your Dashboard
Instantly start asking questions in plain English, like "Show me a month-over-month comparison of Operating Expenses," and get an accurate instant answer
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Perform a Variance Analysis in 30 Seconds
This isn't a video. Try an interactive version of Veltrix and see how fast you can get from "what" to "why".
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Spend Less Time Chasing Data. More Time on Strategy.
Empower your team with the self-service analytics they need. Get your first insight from your financial reports 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 Tableau or Power BI?
A: While traditional BI tools are powerful, they require significant setup, data modeling by IT, and technical expertise. Veltrix is designed for finance professionals to get immediate answers from raw PDF reports, providing 80% of the value in 1% of the time.
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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 analysis layer on top of your exported reports. The source of truth is always your system of record (e.g., your ERP or accounting software), and every number can be audited back to the source document you uploaded.
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Can I combine data from different reports?
Yes. You can upload multiple PDFs - for example, a P&L from your accounting system and an operational KPI report from another department - and ask Veltrix to analyze the relationship between them.
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Our financial reports are complex and run over 100 pages. Can Veltrix handle that?
Absolutely. Veltrix is built to process large, multi-page financial documents. Our AI automatically stitches tables together across pages, so you can analyze the entire report as a single, unified dataset.
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What happens when you launch direct integrations with systems like SAP?
As a Veltrix user, you'll be among the first to get access. Our goal is to make your analysis even faster with real-time data, and you'll be able to connect your accounts directly as soon as those integrations are live.
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 as soon as those integrations become available.