Discover how business owners are finally understanding their data
Unify your entire pipeline to uncover the "why" and never guess again.
How does Veltrix actually help my business?
Instead of logging into QuickBooks for expenses and HubSpot for sales, Veltrix securely connects them together. You simply ask: "Why is our cash flow down this month?" Veltrix analyzes your entire pipeline instantly and tells you exactly why. You will never "not understand" your business again.
Do I need technical skills to use it?
Not at all. Veltrix is designed for absolute simplicity. You don't need to build dashboards, learn formulas, or know how to code. Just ask questions in plain English and get instant, accurate answers about your business.
What apps can I connect right now?
You can securely connect QuickBooks, Xero, HubSpot, Gusto, Square and Google Drive in seconds. We use official, native integrations so you can easily unify your entire business stack into one real-time big picture.
Will connecting Veltrix use up my app account credits?
No. We use official APIs created directly by HubSpot, QuickBooks, and others. These are strictly "read-only" connections that will never drain your API credits or slow down your daily software usage.
Does Veltrix replace my financial planner?
No, it empowers them. By instantly consolidating your pipeline and providing clear audit trails, Veltrix allows you and your advisor to skip the manual reporting work and focus entirely on high-level strategy and decisions.
FAQs
Everything you need to know about privacy and access.
Is Veltrix really free?
Yes. We are currently in our Extended Launch Phase. You get 100% access to the entire platform completely free. No credit card is required to start understanding your business.
Is my business data secure?
Absolutely. Connecting Veltrix is as safe and simple as a Google Login. We use official native APIs to ensure strict Read-Only access. We can never alter your books or push data back to your sources.
Do you use my data to train AI?
Never. Your business data is only yours. Unlike ChatGPT or Gemini, your business secrets are completely walled off. They are never used to train public AI models or shared with other users.
What is "Amnesia by Design"?
Our AI only analyzes your numbers while your accounts are actively connected to Veltrix. If you ever decide to disconnect your apps, our system instantly and permanently forgets everything about your business.
How do I know the AI answers are accurate?
Every insight and chart Veltrix generates includes a clear Audit Trail. You can always see exactly which connected app or document the numbers came from, making it easy to validate the absolute accuracy of the data.
How do I disconnect my accounts?
You are always in total control. You can revoke Veltrix's read-only access with a single click inside your settings.
The Big Picture
Unify your apps and understand everything.
A secure, private AI assistant built specifically for business owners. Connect your pipeline in minutes and never guess about your business again.
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