Stop Prepping Data. Start Driving Strategy.
Veltrix is the self-service analytics tool for FP&A. Upload your budget, forecast, and actuals reports from any system, and get instant answers to your most critical questions. No waiting for the data team, no wrestling with Excel.
Try it Free
100% free. No credit card required.
IntegrationsUse CasesHow it WorksLive DemoFAQ
Integrations
Analyze Data From Any Financial System
Veltrix works with PDF reports from your core systems. Direct integrations with major ERP and accounting platforms are coming soon.
We care about your data in our privacy policy.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Cooming soon
SAP
0
Upvote
NetSuite
0
Upvote
QuickBooks
0
Upvote
Xero
0
Upvote
Spend Under Control
Perform Real-Time Variance Analysis
The board asks why Sales & Marketing is 15% over budget. Instead of spending hours digging through GL exports, upload your Budget vs. Actuals PDF, ask the question, and drill down from the department total to the specific vendor or campaign in seconds.
Smarter Forecasting
Accelerate Your Forecasting & Budgeting Cycle
Streamline your data consolidation. Upload departmental budget submissions or historical trend reports and use Veltrix to instantly model scenarios, analyze trends, and pressure-test assumptions without building complex, error-prone spreadsheets.
Financials, Explained
Enhance Your P&L and Cash Flow Analysis
Bring your static financial statements to life. Upload your monthly P&L or Cash Flow statement and ask deeper questions like, "What's the 6-month trend of our Gross Margin?" or "Compare cash inflows from Operations vs. Financing."
How It Works
Get Answers from Your Data in 3 Steps
Use the reports you already have. No coding, no complicated setup. Try it free.
Launch Interactive Demo
Features
Everything you need to answer tough questions.
Powerful, self-serve revenue and growth analytics to help you close more deals.
#1
Icon of a document with lines representing text inside a rounded square.
Connect Your Data.
Drag and drop your PDF into Veltrix, or connect your Google Drive to automatically sync your reports.
Icon of a document with lines representing text inside a rounded square.
Watch the Magic Happen.
Veltrix AI extracts and analyzes all your key metrics.
Icon of a document with lines representing text inside a rounded square.
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 visual answer.
Find the "Why" Behind the Variance in Seconds
This isn't a video. Try this interactive demo to see how quickly you can get to the root cause.
Interactive Live Demo
Ready to Be the Strategic Partner Your Business Needs?
Spend less time consolidating data and more time delivering the insights that drive decisions. Get your first analysis done in the next 5 minutes.
Try Yourself for Free
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.
How is this different from Tableau or our corporate BI tool?
Veltrix is built for the speed of business. While traditional BI tools require IT to build and maintain data models, Veltrix allows you, the finance professional, to get immediate answers from any raw PDF report, giving you true self-service analytics.
Can it handle our complex financial models and custom chart of accounts?
Yes. Veltrix is designed to be flexible. It reads and understands the unique structure of your reports, including custom accounts and hierarchies, each time you upload a file. You can analyze your data your way.
My analysis often involves combining multiple data sources. Can Veltrix do that?
Absolutely. You can upload multiple PDFs - for example, your P&L from NetSuite, headcount data from HR, and sales metrics from another report - and ask Veltrix to analyze the relationships between them.
How do I know the analysis is accurate and auditable?
Veltrix never alters your source data. It serves as a powerful and auditable analysis layer on top of your reports. Every insight can be traced directly back to the data in the PDF you uploaded, ensuring financial integrity.
What happens when you launch direct integrations?
As a user, you'll be the first to get access. Our direct integrations will allow for real-time analysis, further speeding up your workflow. You'll be able to connect your ERP or accounting system for an even more seamless experience.
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.