Wave
Included in all plans
https://www.waveapps.com/
Wave is where invoices, estimates, customers, products, and business accounts come together. Connect it to Veltrix to follow receivables, customer activity, and sales — and see where money is still outstanding.
Installation instructions
- Open Data Sources in Veltrix and select Connect on the Wave tile.
- Sign in to Wave and choose the business you want to connect.
- Approve the connection and return to Veltrix to start exploring your Wave data.
Use cases
See what customers still owe.
See which invoices are outstanding, which customers owe money, and where receivables need follow-up.
Follow estimates through to payment.
Follow estimates, invoices, and customer activity together so sales progress is easier to understand.
Find what is driving sales.
Compare customer and product activity to see what is driving sales and where performance has changed.
Also good to connect
Square
Finance
Finance
Connect Square to understand sales, customers, refunds, and locations — and see if Square deposits match your accounting.
Stripe
Finance
Finance
Connect Stripe to understand payments, fees, refunds, disputes, payouts, invoices, and subscriptions — and see what your business actually keeps.
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.