Veltrix AI

Microsoft 365

Included in all plans

https://www.microsoft.com/microsoft-365

If your team runs on Outlook, Teams, OneDrive, and Microsoft Calendar, Veltrix brings all that activity into your business picture — alongside your sales, finance, and customer data.

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Installation instructions

1. Open Data Sources in Veltrix and click Connect on the Microsoft 365 tile.

2. Sign in to Microsoft 365 and choose the work or school account you want to connect.

3. Approve the read-only permissions. Veltrix starts pulling your Microsoft 365 data immediately.

Use cases

Tie answers back to the documents that support them .

Veltrix cites the OneDrive files behind every answer — working papers, engagement letters, budgets, contracts.

Owners trust the number. Advisors show clients the exact document behind every line in a report.

Connect meetings, files, and email to business outcomes.

Ask Veltrix "How many client meetings did we have last month?" or "Which files changed recently for this client?" and pull together Calendar, Gmail, Drive, and Meet activity.

Owners see where time is going. Advisors connect that activity to revenue and client work.

See if team time is actually paying off.

Connect Microsoft 365 with QuickBooks or Xero, and Veltrix compares meeting hours and document activity against actual revenue.

Owners see if the team is busy or productive. Advisors flag clients consuming hours without matching billings.

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

Hubspot

CRM

Integrate HubSpot to sync contacts, leads, and customer activity. Keep your marketing and sales data aligned with your workflow.

View details

Xero

Finance

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

View details

Google Workspace

Productivity

Bring Gmail, Calendar, Drive, and Meet activity into Veltrix so meetings, files, and emails connect to your business numbers.

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.

Start your free trial

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

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