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Connects to what you already use
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Why it's different
Findings that matter.
Not scores that don't.
Traditional health checks ask 45–108 questions and score what you tell them. Veltrix checks what your business data actually shows.
Classic business health checks
A form to fill in. Some run 45 questions, some run 108.
The assessment is based on what you typed in, not what’s actually happening in your business.
It doesn't verify those answers against the data in your tools.
Veltrix Business Health Check
Veltrix reads what’s already in your tools.
Finds problems and opportunities you may have missed from your actual data.
Explains each finding and suggests practical changes you can make.
how it works
Connect once. Veltrix does the rest.
Nothing to install and nothing to prepare.
1
Connect Your Tools
Connect HubSpot, Google Analytics, QuickBooks, Xero and more. Or upload PDFs and spreadsheets.
2
Veltrix Reads Everything
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Veltrix reviews each source, then compares them together. Takes about 2 minutes.
3
See What You Can Improve
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Every finding shows the evidence, explains the impact, and suggests practical changes you can make.
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.
