Veltrix AI

Hubspot

Included in all plans

https://quickbooks.intuit.com/

QuickBooks is a business management software that helps businesses manage finances, invoice customers, track your expenses and cash flow, record payments, and much more. Tracking financials accurately is essential for any business. QuickBooks saves you time and money by connecting your business tools and making it easy to track everything you need to make important business decisions.

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Installation instructions

1. Open Data Sources in Veltrix and click Connect on the HubSpot tile.

2. Sign in to HubSpot and choose the account you want to connect.

3. Approve the read-only permissions. Veltrix starts pulling your HubSpot data immediately.

Use cases

See if your sales activity is actually paying off.

Ask Veltrix "How many deals closed this month?" or "Which deals are stuck?" and get a plain-English answer from your HubSpot deals, contacts, and quotes.

Owners see what's working. Finance teams and advisors see deal health without opening HubSpot.

Close the gap between closed deals and collected cash.

Connect HubSpot together with QuickBooks or Xero, and Veltrix compares closed-won deals against payments actually collected.

Owners see real revenue, not just pipeline hope. Bookkeepers flag deals that closed in the CRM but never showed up in the books.

Every CRM answer cites the HubSpot record behind it.

Every Veltrix answer from HubSpot cites the exact record it pulled from — Deal, Contact, Company, Quote, or Line Item.

Owners trust the number. Accountants and advisors validate it in one click.

Also good to connect

Quickbooks

Finance

Connect QuickBooks to automatically sync invoices, payments, and financial data. Keep your accounting records up to date without manual exports.

View details

Xero

Finance

Connect Xero to sync financial transactions, invoices, and accounting data in real time. Simplify bookkeeping and maintain accurate financial records.

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Square

Finance

Integrate Salesforce to sync customer data, sales activity, and account information. Maintain a unified view of your customers across systems.

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Google Analytics

Analytics

Connect Google Analytics 4 to see how website traffic, conversions, and ad spend show up in real revenue and customers.

View details

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.

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Connect a tool. Ask a question. See what Veltrix gives you back.

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