Connects to what you already use
Why it's different
Findings that matter.
Not scores that don't.
Each finding shows the numbers behind it. A score doesn't.
Classic business health checks

A form to fill in. Some run 45 questions, some run 108.

They score what you typed in, not what is in your books.

You get a score out of 100, and then a sales call.
Veltrix Business Health Check
Veltrix reads what's already
in your books.
Finds the problems you
didn't know you had.
A short list of what's actually costing you money, and what to do about it.


how it works
Connect once. Veltrix does the rest.
Nothing to install and nothing to prepare.
1
Connect Your Tools

Sign in to your QuickBooks, Xero, Square or Shopify. If you do not use software, upload your PDFs or spreadsheets.
2
Veltrix Reads Everything
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One tool at a time, then all of them together. Takes a few minutes.
3
See Where To Make It Stronger
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Every finding has three parts: what we found, why it matters, and what to do next.
Support
FAQs
Built from the first questions our trial users and advisors send us. Need something more specific? Chat with us — we usually reply within an hour on US business days.
How long does it take to get value?
About two minutes from your first sign-in to your first findings. You'll know what's going well, what's costing you money, and what to work on first.
Which tools does Veltrix connect to?
QuickBooks, Xero, Shopify Square, HubSpot, and more. If you do not use accounting software, upload your PDFs or spreadsheets.
Is my business data safe?
Every connection is read-only. Veltrix reads your data and never edits, posts or deletes anything. You can disconnect any tool at any time.
I'm a bookkeeper or accountant. Can I use this for my clients?
Yes. Run it per client. You get a short list of risks, opportunities and questions worth raising in the next review, each backed by the numbers. Each client sits in their own read-only workspace, with per-client access you control.
How is this different from asking ChatGPT?
ChatGPT works from what you paste in and guesses when the paste is incomplete. Veltrix reads across your live tools, tells you what changed and what to do about it, shows the source behind every answer, and says when it doesn't know.
What does it cost and can I cancel?
Your first health check is free and needs no card. Paid plans are monthly and you can cancel at any time.

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