Financial Growth Dashboard showing pipeline value at 5.4M, ARR at 1.2M, marketing spend at 412k, closed-won deals at 218, cost per lead at 26.4, MQL to SQL conversion at 38%, a monthly marketing spend bar chart, a pie chart of MQLs by channel with webinar at 46%, and a cost per lead trend line graph.
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Your AI CFO:
Understand your entire business pipeline.
Secure AI for Founders. Unify your apps in seconds to eliminate blind spots, uncover the "why" behind your data, and never guess again.
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Integrations
Your Single Source of Truth
Link QuickBooks, HubSpot, and Xero in seconds via official, read-only connections. Safe as a Google Login, with zero impact on your account credits.
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Know Your Runway
Instantly Know Your Runway
Stop guessing your cash position. Veltrix unifies your sales and financial history to show you exactly how much runway you have based on your actual spending and revenue.
AI Created, Human-Ready Insight
Find Your True Profit Margin
Go beyond standard reports. Ask Veltrix to calculate real margins after ad spend and transaction fees. Get the "why" behind your historical profit shifts instantly in plain English.
Total Visibility
Strategy At Your Fingertips
Lead with total confidence. Get instant answers for advisors or investors based on real-time historical data. Use Audit Trails to validate every number and ensure you understand every metric.
How It Works
Total Clarity in 3 Simple Steps
Use the apps you already have. No coding or data analysts required.
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Features
Everything you need to answer tough questions.
Powerful, self-serve revenue and growth analytics to help you scale faster.
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Link Your Apps
Securely sign in to QuickBooks or HubSpot. We use safe, official, read-only links that don't use your credits
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AI Unifies Data
Our AI cross-references your historical sales and spending to find the hidden links between your apps.
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Understand Everything
Ask any question in plain English and get instant charts, advice, and audit trails to validate the answers.
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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Never "Not Understand" Your Business Again
Join the founders trading disconnected apps for a unified big picture. 100% Free during our Extended Launch.
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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.
I'm not a finance expert. Is this for me?
Yes. Veltrix is built for founders who need answers. If you can ask a question in plain English, you have the skills. We translate your data into insights for you.
Can I easily share these dashboards with my investors or advisors?
Absolutely. Veltrix views are professional and easy to understand. Share your real-time big picture to ensure your advisors get a clear, data-backed view of your history.
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.
How quickly can I get set up?
Under 2 minutes. There is no manual mapping or configuration. Just link your first app and start asking questions about your business history instantly.
Will this use up my app account credits?
No. We use official, native APIs created by the apps themselves. These are strictly "read-only" and have zero impact on your existing work or account limits.
What happens if I disconnect my data?
Veltrix features Amnesia by Design. Our AI only analyzes your numbers while connected. If you disconnect, our system instantly and permanently forgets everything.