Stripe
Included in all plans
https://stripe.com/
Stripe is where payments, subscriptions, invoices, refunds, disputes, and payouts happen. Connect it to Veltrix to see what was collected, what was lost to fees or refunds, and what your business actually received.
Installation instructions
- Open Data Sources in Veltrix and select Connect on the Stripe tile.
- Sign in to Stripe and choose the account you want to connect.
- Approve the connection and return to Veltrix to start exploring your Stripe data.
Use cases
See what the business keeps.
See payments, fees, refunds, and disputes together to understand what the business actually keeps.
Understand subscription movement.
Follow subscriptions and invoices to understand recurring revenue, failed payments, and customer changes.
Compare payouts with the books.
Compare Stripe payouts with QuickBooks or Xero to find timing or amount differences that need review.
Also good to connect
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QuickBooks
Finance
Finance
Connect QuickBooks to automatically sync invoices, payments, and financial data. Keep your accounting records up to date without manual exports.
Xero
Finance
Finance
Connect Xero to sync financial transactions, invoices, and accounting data in real time. Simplify bookkeeping and maintain accurate financial records.
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.