cfo

Your Full Funnel, Finally Clear.

Stop wrestling with spreadsheets. Veltrix turns your messy reports into clear dashboards. Just ask questions to instantly understand your sales, forecasts, and ad performance.

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100% free. No credit card required.

Integrations

Connect Your Sales & Marketing Tools

Veltrix is built to work with the data you already use. Start today with any PDF report, and get ready for direct connections to the tools you use most.

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HubSpot

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Google Ads

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Mailchimp

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Where Budget Works

Pinpoint Your Most Profitable Ad Campaign

Export your ad spend and conversion reports. Ask Veltrix to connect them and see which campaigns bring in the most profitable customers. Spend your budget where it actually makes money.

AI Created, Human-Ready Insight

Optimize Your Sales Pipeline & Forecasts

Save your Salesforce or HubSpot pipeline report. Ask Veltrix to show you exactly where deals get stuck. Instantly identify where your team needs coaching to close revenue faster.

What Actually Converts

Uncover Your True Lead Source ROI

Stop guessing. See which channels bring in leads that actually buy, not just people who click.

No Surprises

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.

Show the Business Impact

Prove the Value of Your Content

See if your content makes money. Find out which blog posts or case studies help close your biggest deals.

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.

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Features

Everything you need to answer tough questions.

Powerful, self-serve revenue and growth analytics to help you close more deals.

Don't take our word for it. See it in action.

This isn't a video. Experience the "Aha!" moment yourself with a real, interactive and free version of Veltrix.

Launch Interactive Demo

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.

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 HubSpot or Salesforce's built-in reporting?

While CRM reports show part of the picture, Veltrix combines reports from all your tools - ads, analytics, and finance. You get the full picture of how you make money, from the first click to the final sale.

Can it handle complex, multi-page PDF reports?

Yes. Veltrix is designed to read and understand table-based data, even if it spans multiple pages. Our AI stitches the data together automatically so you can analyze the full report as one cohesive dataset.

What if my report format or columns change next month?

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.

Is this for technical users or can my whole team use it?

Veltrix is built for everyone. If you can ask a question in plain English and upload a file, you have all the technical skills you need. It's designed to empower marketing and sales teams to get their own answers, fast.

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.