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.
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 understand your sales, fees, refunds, inventory, listings, and payouts in one place.
Mailchimp
Marketing
Marketing
Connect Mailchimp to see which email campaigns actually drove sales, repeat customers, and revenue you can measure in dollars.
FreshBooks
Finance
Finance
Connect FreshBooks to understand profit, cash flow, invoices, payments, expenses, projects, and time tracking in one place.
Digits
Finance
Finance
Connect Digits to understand profit, balance sheet changes, transactions, invoices, and bills — and see what needs attention in your books.
Wave
Finance
Finance
Connect Wave to track invoices, receivables, customers, estimates, and top products — and see where money is still outstanding.
Google Ads
Marketing
Marketing
Connect Google Ads to see how spend, clicks, conversions, keywords, and campaigns translate into customer value and return on ad spend.
Stripe
Finance
Finance
Connect Stripe to understand payments, fees, refunds, disputes, payouts, invoices, and subscriptions — and see what your business actually keeps.
Google Drive
Productivity
Productivity
Connect Google Drive to bring contracts, reports, and other business documents into Veltrix — and ask questions across them in workspace chat.
Dropbox
Productivity
Productivity
Connect Dropbox to bring contracts, reports, and other business documents into Veltrix — and ask questions across them in workspace chat.
OneDrive
Productivity
Productivity
Connect OneDrive to bring contracts, reports, and other business documents into Veltrix — and ask questions across them in workspace chat.
Box
Productivity
Productivity
Connect Box to bring contracts, reports, and other business documents into Veltrix — and ask questions across them in workspace chat.
SharePoint
Productivity
Productivity
Connect SharePoint to bring contracts, reports, and team documents into Veltrix — and ask questions across them in workspace chat.
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?
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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 currently connects with QuickBooks, Xero, Square, HubSpot, FreshBooks, Digits, Wave, Shopify, Google Analytics 4, Google Ads, Mailchimp, Stripe, and Amazon Seller Central. Google Drive, Dropbox, OneDrive, Box, and SharePoint are coming soon. Check this page for the latest availability.
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.
