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Talk to Your Business Data. Get Instant Answers.
Veltrix is the AI analyst for founders. Securely upload reports from your financial, sales, and marketing tools, and get immediate clarity on the KPIs that matter most.
100% free. No credit card required.
Integrations
Your Single Source of Truth
Veltrix works with PDF reports from all your key systems. Direct integrations with the platforms you use to run your business are coming soon.
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QuickBooks
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Google Analytics
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Know Your Runway
Instantly Know Your Runway
Stop relying on complex, out-of-date spreadsheets. Upload your P&L and bank statements, and ask, "What is my current burn rate and runway?" Get a clear, accurate answer in seconds so you can make critical decisions with confidence.
AI Created, Human-Ready Insight
Understand Your True Profitability
Go beyond revenue. Upload reports from your ad platforms and your P&L to finally see your true LTV to CAC ratio by channel. Discover which marketing efforts are actually driving profitable growth and which are burning cash.
Metrics, On Demand
Get Ready for Your Next Board Meeting
Walk into your next investor update fully prepared. Ask Veltrix to visualize any KPI on the fly, from MRR growth to cohort retention. Answer the toughest questions with data-backed confidence, without any last-minute spreadsheet fire drills.
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 "What was our MRR growth last quarter?" and get an accurate visual answer.
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See Your Business Vitals Instantly
This isn't a video. Try this interactive demo to see how quickly you can get a pulse on your business.
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Stop Running on Spreadsheets. Start Leading with Data
Make faster, smarter decisions for your business. Get your first critical insight from your company data 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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I'm not a finance expert. Is this for me?
Yes. Veltrix is built for founders who need answers, not another complex tool. If you can ask a question and upload a file, you have all the skills you need. We translate your questions into financial insights for you.
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Can I easily share these dashboards with my investors or advisors?
Yes. Veltrix dashboards are designed to be clean, professional, and easy to understand. You can easily share insights or export visuals for your board decks, ensuring your stakeholders get a clear, data-backed view of the business's performance.
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How is this different from my QuickBooks or Stripe dashboard?
Those dashboards are great but live in silos. Veltrix is the only platform that lets you unify reports from all your systems - finance, sales, marketing - to see the complete picture of your business and understand how different parts affect each other.
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How quickly can I get set up?
A: You can get your first insight in under 5 minutes. There is no setup, no configuration, and no waiting. Just upload your first PDF report and start asking questions.
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Can this help my individual account executives?
Absolutely. Reps can upload their own pipeline reports to quickly visualize their territory, identify their best opportunities, and see where deals are getting stuck - all without having to build complex reports in your CRM. It's like giving every rep a personal data analyst.
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.