Will this use up our team's app account credits?

No. Our official integrations communicate using standardized methods that do not put limitations on your software or use up your daily account credits.

Understand Your True Marketing ROI

Q: Is our growth and financial data secure?

As safe as a Google Login. We use official, native APIs created by the apps themselves. We have strict 'Read-Only' access; we can never change your data or move money.

Q: Do you use our data to train public AI?

Never. Veltrix features Amnesia by Design. Your data is only yours, is never used to train public AI models, and our system erases your business context if you disconnect.

Financial dashboard showing total spend of $107,300, total revenue $1.2M, total leads 3,728, and average ROAS 11.1x, with charts for weekly ROAS trend, leads by channel, cost breakdown, and channel performance highlighting email.

Abstract purple and blue gradient blur with faint grid lines on a white background.

Your entire pipeline, instantly understood.

Secure AI for growth teams and business owners. Unify your sales and accounting apps to uncover the "why" behind your revenue and eliminate blind spots.

Try it Free

100% free. No credit card required.

Integrations

Unify Your Growth Stack

Veltrix connects your sales, marketing, and finance tools via official, read-only links. Get a real-time big picture of your entire pipeline without using your account credits.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Choose our next integration!

HubSpot

Already Live

Saleforce

Upvote

Google Ads

Upvote

Pipedrive

Upvote

Mailchimp

Upvote

Maximize ROI

Find Your True Ad Profit

Go beyond clicks. Veltrix cross-references your ad spend with your actual bank data. See which campaigns bring in profitable customers and uncover the "why" behind your ROI shifts instantly.

Pipeline Health

Track Your Growth Velocity

Stop relying on disconnected reports. Veltrix unifies your sales pipeline and financial history to show exactly how your deals affect your cash runway based on real historical data.

Revenue Protection

Understand Every Deal

Link HubSpot or Salesforce to see exactly where deals get stuck. Veltrix unifies your sales data with your cash flow so you never "not understand" your revenue.

Revenue Protection

Identify At-Risk Deals Instantly

Don't be blindsided by deals slipping. Ask Veltrix to identify deals without activity so you can focus your team's efforts where it matters most and save your quarter.

Strategy Analysis

Prove the Value of Your Strategy

See what actually drives growth. Link your pipeline data to find out which assets help close your biggest deals and get proactive advice on what to do next.

How It Works

Get Answers from Your Data in 3 Steps

Use the reports 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 revenue and growth analytics to help you close more deals.

Interactive upload interface with search bar, Ask Veltrix button, and drag-and-drop area for DOCX, PDF, CSV, XLS, and XLXS files up to 20MB.

Abstract blue glowing light orb with a soft gradient and textured edges on a transparent background.

Dashboard interface titled 'My Business at a Glance' showing sections for selecting and adding business metrics with options like Gross Profit Margin and Burn Rate, and a 'Continue' button.

Abstract glowing blue and purple blob with smooth rounded edges on a transparent background.

Financial dashboard displaying startup metrics including monthly recurring revenue $132,000, net profit $24,805, burn rate $49,000, runway 16 months, cash inflow $4,531,000, revenue growth chart, customer LTV of 6 months, sales breakdown with $110k+ total sales and 14% growth, and quarterly cash flow with total profit $529k.

See Your Business Vitals Instantly

This isn't a video. Experience the "Aha!" moment yourself with a real, interactive and free version of Veltrix.

Launch Interactive Demo

Financial dashboard showing total spend $107,300, total revenue $1.2 million, total leads 3,728, weekly ROAS trending upwards, cost breakdown with revenue $1,189,300 and net profit $1,082,000, and channel performance highlighting email as best channel.

Business dashboard showing key financial metrics and trends including revenue, cash flow, cost breakdown, and net profit by source with charts and graphs.

Ready to Understand Your Entire Business?

Stop wasting hours on manual spreadsheets. Join the teams trading disconnected apps for a unified, real-time big picture. 100% Free during our Extended Launch.

Try it Free

Purple and pink gradient circular glow with blurred edges on a transparent background.

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 HubSpot or Salesforce's built-in reporting?

CRM reports only show sales. Veltrix unifies sales, marketing, and accounting into one real-time view so you get the big picture of your entire business pipeline.

Is our growth and financial data secure?

Yes! We use official, native APIs created by the apps themselves. We have strict "Read-Only" access; we can never change your data.

Do you use our data to train public AI?

Never. Veltrix features Amnesia by Design. Your data is only yours, is never used to train public AI models, and our system erases your business context if you disconnect.

Is this for technical users or can my whole team use it?

Veltrix is built for everyone. If you can ask a question in plain English and upload a file, you have all the technical skills you need. It's designed to empower marketing and sales teams to get their own answers, fast.

Can this help my individual account executives?

Absolutely. Team members can link their specific tools to visualize their territory and identify bottlenecks instantly—it’s like giving every rep a personal strategic assistant.

What happens when you launch direct integrations?

As a Veltrix user, you'll be the first to know. We are constantly adding tools like Mailchimp and Stripe to ensure you can eventually unify your entire stack in one click.