Box
Coming soon
https://www.box.com/
Bring contracts, reports, and other business documents from one Box folder into Veltrix. Ask questions across those files in the same workspace as your business data, while the originals stay unchanged.
Installation instructions
Use cases
Ask questions across business documents.
Bring contracts, reports, and other business documents into the same workspace and ask questions in plain English.
Connect documents to business performance.
Review documents alongside finance, sales, and customer data to understand the business with more context.
Trace answers to the source document.
See which connected document supports an answer so owners and advisors can review the source together.
Also good to connect
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QuickBooks
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Xero
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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.
What does a Client & Business Folders integration do?
Client & Business Folders bring documents from a connected cloud folder into a Veltrix workspace so you can ask questions across them alongside your business data.
What kinds of business documents can I connect?
Use it for business documents such as contracts, leases, management reports, working papers, and other files that add useful context to your questions.
Can I ask questions across documents and connected business data?
Yes. You can review connected documents in the same workspace as supported finance, sales, marketing, and customer data to get a more complete answer.
Will Veltrix change or move my original files?
No. Veltrix analyzes connected documents and does not edit, move, or delete the original files in your cloud folder.
Can I disconnect a cloud folder later?
Yes. You will be able to disconnect a connected folder from Veltrix, which stops new document content from being brought into that workspace.
When will this cloud-folder integration be available?
This integration is coming soon. Veltrix does not currently provide a public launch date.