Shopify
Included in all plans
https://www.shopify.com/

Shopify is where your orders, products, customers, and inventory live. Connect it to Veltrix and see real product performance — how orders, returns, discounts, and inventory affect your revenue and cash.

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Installation instructions

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

2. Sign in to Shopify and choose the store you want to connect.

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

Use cases
Catch inventory and discount risks early.

Veltrix flags Low Stock and Out of Stock SKUs, unusual return rates, and discount totals that may be eating margin.

Owners decide what to reorder and what to stop promoting.

Advisors raise these at client reviews before they cost real money.

See what's really selling and what's returning.

Ask Veltrix "Which products bring in the most revenue?" or "Are returns hurting net sales?" and get a plain-English answer from your Shopify Orders, Products, and Customers.

Owners see what to cut and what to push. Bookkeepers help clients understand which products actually drive the business.

Reconcile Shopify against your accounting.

Connect Shopify with QuickBooks or Xero, and Veltrix compares Shopify Gross Sales, Net Sales, Refunds, and Shipping Revenue against your books.

Owners see real revenue after refunds and discounts. Accountants find where Shopify and accounting don't match.

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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.
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?
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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?
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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?
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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?
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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?
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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.