Stop Prepping Data.
Start Leading Strategy.
Secure AI for business owners and finance teams. Unify your apps in seconds to eliminate blind spots, uncover the "why," and never guess again.
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Integrations
Connect Your Business Pipeline
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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SAP
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NetSuite
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QuickBooks
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Xero
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Spend Under Control
Instant Budget vs. Actuals Clarity
Stop the manual mapping. Veltrix unifies your accounting apps and budget files to show variances instantly. Uncover the "why" behind your spending in seconds.
Smarter Strategy
Streamline Your Business Pipeline
Never "not understand" your cash flow again. Cross-reference sales and finance apps instantly to see how your entire business pipeline affects your bank balance in real-time.
P&L Deep Dive
Find the "Why" Behind the Numbers
Go beyond standard reports. Ask plain-English questions like "Why are professional fees up?" and get instant answers and charts backed by a clear audit trail.
How It Works
Total Pipeline Clarity in 3 Simple Steps.
Connect reports and apps 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 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 secure 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.
sk questions in plain English to get instant charts and proactive advice.
Find the "Why" behind your data instantly.
This isn't a video. Try this interactive demo to see how quickly you can get to the root cause.
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Ready to Understand Your Entire Business?
Stop consolidating. Start analyzing. Join the teams trading disconnected apps for a unified, real-time 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.
How is this different from Tableau or our corporate BI tool?
Traditional tools require IT setup and data modeling. Veltrix unifies your tools via official APIs in 2 minutes, providing total clarity without the technical debt.
Can I trust the numbers?
Veltrix does not alter your data. It acts as a secure strategic assistant providing a clear Audit Trail for every insight so you can validate the source of every number.
Can Veltrix combine data from different apps?
Yes. Veltrix unifies QuickBooks, Xero, and HubSpot into one view. Ask about the relationship between sales activity and actual cash flow instantly.
Can Veltrix handle our complex business data?
Absolutely. Veltrix is built to analyze multi-app pipelines. It stitches your accounting and CRM data together so you can understand your business as one picture.
What happens when you launch direct integrations?
As a Veltrix user, you'll be among the first to get access. We are constantly adding new links so you can eventually link your entire ecosystem in one click.