Total Clarity Across
Your Entire Business Pipeline.
Secure AI for finance teams. Unify your apps in seconds to eliminate blind spots, uncover the "why" behind your data, and never guess again.
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Integrations
Unified Financial Intelligence
Link QuickBooks, Xero, and HubSpot via official, read-only connections. See the real-time big picture of your pipeline without using your account credits.
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For FP&A
Instant Budget vs. Actuals Analysis
Stop the painful process of mapping data manually. Veltrix unifies your accounting apps and budget files to show variances instantly. Drill down to specific line items in seconds.
For Controllers
Accelerate Your Month-End Review
Turn scattered reports into a dynamic big picture. Quickly spot cost anomalies, investigate fluctuations, and answer strategic questions by linking your entire finance and sales stack.
For Strategic Finance
Instant Plain-English Analysis
When asked for the "why" behind margin changes, don't dig through the General Ledger. Just ask Veltrix. Get clear, visual answers on the spot backed by a full audit trail.
How It Works
Total Business Clarity in 3 Simple Steps.
Connect reports and apps you already have. No coding, no complicated setup. Try it free.
Launch Interactive Demo
Platform Capabilities
Everything you need to answer tough questions.
Powerful, self-serve financial analytics to help you drive strategic decisions.
#1
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Securely Link Your Apps.
Sign in via official, read-only connections. As safe as a Google Login with zero impact on your account credits.
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AI Unifies the Dots.
Our private AI cross-references your sales and accounting data to find the hidden links and the "why" behind your numbers.
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Never Not Understand.
Ask questions in plain English to get instant charts and proactive advice. Every insight includes an audit trail for validation.
Perform a Variance Analysis in 30 Seconds
Try our interactive demo to see how Veltrix turns scattered apps into a unified big picture.
Launch Interactive Demo
Spend Less Time Chasing Data. More Time on Strategy.
Join the teams trading disconnected apps for a unified, real-time big picture. 100% Free during our Extended Launch.
Try it 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 Power BI?
Traditional tools require complex IT setup and data modeling. Veltrix unifies your apps via official APIs in 2 minutes, providing 100% clarity without the technical debt.
Can I trust the numbers? How do you ensure accuracy?
Veltrix does not alter your data. It acts as a secure strategic assistant that provides a clear Audit Trail for every insight so you can validate the source of every number.
Can I combine data from different apps?
Yes. Veltrix unifies QuickBooks, Xero, and HubSpot into one view. Ask about the relationship between sales pipeline activity and actual bank cash flow instantly.
Can Veltrix handle complex financial data?
Absolutely. Veltrix is built to analyze complex, multi-app pipelines. It stitches data together automatically so you can analyze the entire business as one cohesive picture.
What happens when you launch direct integrations with systems like SAP?
As a Veltrix user, you'll be among the first to get access. We are constantly adding enterprise-grade links so you can eventually link your entire ecosystem in one click.