Integrations
Plug Veltrix into the tools your business already runs on. Connect in 2 minutes — and Veltrix never changes anything inside them.
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Quickbooks
Finance
Finance
Connect QuickBooks to automatically sync invoices, payments, and financial data. Keep your accounting records up to date without manual exports.
Xero
Finance
Finance
Connect Xero to sync financial transactions, invoices, and accounting data in real time. Simplify bookkeeping and maintain accurate financial records.
Square
Finance
Finance
Connect Square to understand sales, customers, refunds, and locations — and see if Square deposits match your accounting.
Hubspot
CRM
CRM
Integrate HubSpot to sync contacts, leads, and customer activity. Keep your marketing and sales data aligned with your workflow.
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Shopify
E-commerce
E-commerce
Connect Shopify to see real product performance — how orders, returns, discounts, and inventory affect your revenue and cash.
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Google Workspace
Productivity
Productivity
Bring Gmail, Calendar, Drive, and Meet activity into Veltrix so meetings, files, and emails connect to your business numbers.
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Microsoft 365
Productivity
Productivity
Bring Outlook, Calendar, Teams, and OneDrive activity into Veltrix so meetings, files, and emails connect to your business numbers.
Google Analytics
Analytics
Analytics
Connect Google Analytics 4 to see how website traffic, conversions, and ad spend show up in real revenue and customers.
Amazon
E-commerce
E-commerce
Connect Amazon Seller Central to see what you actually net after FBA fees, refunds, storage, and ad costs.
Mailchimp
Marketing
Marketing
Connect Mailchimp to see which email campaigns actually drove sales, repeat customers, and revenue you can measure in dollars.
Klaviyo
Marketing
Marketing
Connect Klaviyo to see which email and SMS flows drove real Shopify revenue — and where to spend ad budget next.
PayPal
Finance
Finance
Connect PayPal to see deposits, fees, and disputes in one place — and check that they match what's in your accounting.
Meta Ads
Marketing
Marketing
Connect Meta Ads to see which Facebook and Instagram campaigns actually produced sales — not just clicks and impressions.
Jira
Project Management
Project Management
Connect Jira to bring projects, sprints, and tickets into Veltrix — and see how delivery work ties to revenue and team time.
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 5 minutes. Connecting your first tool is a single login. Then ask your first question — most owners start with "How is the business doing this month?"
Which tools does Veltrix connect to?
Veltrix works with QuickBooks, Xero, Square, HubSpot, Shopify, Google Drive, Google Workspace, and Microsoft 365. Tell us what you need.
Is my business data safe?
Yes. Veltrix uses each tool's official, secure connection and only reads your data — we never change anything in your books, CRM, payments, or files. You can disconnect a source or clear your workspace history any time.
Will Veltrix replace my bookkeeper or accountant?
No. Veltrix helps you understand your business between bookkeeper conversations, and helps your bookkeeper prepare for them faster. Every answer shows the exact reports it pulled from, so your advisor can validate anything in seconds.
How is this different from asking ChatGPT?
ChatGPT doesn't know your business. You'd export reports, paste numbers, and hope it didn't make something up. Veltrix is connected directly to your tools, only reads your data, and shows the source behind every answer.
What does it cost and can I cancel?
Starter is $49/month after a 14-day free trial and includes 500 AI units/month. Core includes 1,000 AI units/month. Pro includes 1,500 AI units/month. Change plan, downgrade, or cancel anytime.
