Digits
Included in all plans
https://digits.com/
Digits brings your financial statements, ledger, transactions, invoices, and bills together. Connect it to Veltrix to ask questions about performance, investigate changes, and get clear answers backed by your books.
Installation instructions
- Open Data Sources in Veltrix and select Connect on the Digits tile.
- Sign in to Digits and choose the company you want to connect.
- Approve the connection and return to Veltrix to start exploring your Digits data.
Use cases
Review financial performance faster.
Review profit, balance sheet movement, and ledger activity in plain English without rebuilding the same financial review.
Investigate changes in the books.
Ask what changed between periods and see the transactions and accounts behind the movement.
Keep invoices and bills in view.
Keep invoices and bills in view so receivables, payables, and items needing attention are easier to spot.
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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 can I ask Veltrix after connecting a business tool?
Ask about the business information the connected tool holds, such as financial performance, customers, campaigns, payments, invoices, or unusual changes. Veltrix explains the answer in plain English and shows the supporting source.
Can I combine this integration with my other business tools?
Yes. You can connect several supported tools in the same workspace and ask questions across finance, sales, marketing, payments, and other business data.
Will Veltrix change anything in my connected account?
No. Veltrix analyzes the connected data and does not create, edit, or delete records in your source tool.
Can I disconnect the integration later?
Yes. You can disconnect a connected account from Data Sources in Veltrix. Disconnecting stops new data from being brought into the workspace.
Is the integration included in my Veltrix plan?
Yes. These live integrations are included in all Veltrix plans. Your plan may still set limits on the number of connected sources or workspaces.
Can I see what supports a Veltrix answer?
Veltrix shows the connected records, reports, or data behind an answer so you can review important outputs before acting.