Veltrix AI

Xero

Included in all plans

https://www.xero.com/us/

Connect Xero to turn books, bank movement, invoices, and budgets into answers owners and advisors can use together. Veltrix shows what changed, what looks off, and which Xero report supports every number, without changing the books.

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Installation instructions

1. Open Data Sources in Veltrix and click Connect on the Xero tile.
2. Sign in to Xero and choose the organization to connect.
3. Approve the read-only permissions. Veltrix starts securely reading the Xero data.

Use cases

See how the business is doing.

Ask about profit, cash, invoices, bills, budgets, or what changed since last month. Owners get a quick health check. Finance professionals get a clear starting point for review.

Manage Xero and QuickBooks clients together.

Keep each business or client in a separate private workspace, even when some use Xero and others use QuickBooks. Switch between them without rebuilding the same review process.

Trace every answer to Xero.

Veltrix shows the exact Xero report behind each number, including Profit and Loss, Balance Sheet, Trial Balance, Bank Summary, and Budget Summary.

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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.

Will connecting Veltrix change anything in my Xero account?

No. Veltrix uses Xero's official secure connection to read your books only. Veltrix cannot create, edit, or delete invoices, contacts, accounts, bank transactions, or any other Xero record.

Can Veltrix connect to more than one Xero organization?

Yes. On Core and Pro plans, Veltrix can connect to multiple Xero organizations. This is useful for advisors managing several Xero clients, or owners running multiple business entities through Xero.

How current is the Xero data Veltrix shows?

Veltrix re-syncs your Xero data on a regular schedule. Most users see updates from Xero reflected in Veltrix answers within minutes of asking a new question.

Can I share Veltrix answers from Xero with my accountant?

Yes. Every Veltrix answer shows the exact Xero report it used — Profit & Loss, Balance Sheet, Trial Balance, Bank Summary, Executive Summary, or Budget Summary — so your accountant can validate any number in seconds.

Does the Xero integration cost extra?

No. The Xero integration is included in every Veltrix plan — Starter, Core, and Pro — at no extra cost. Veltrix's pricing is based on seats and plan tier, not on the number of Xero organizations you connect.

Can I disconnect Xero from Veltrix later?

Yes. Go to Settings → Data Sources → Xero → Disconnect. Veltrix immediately stops reading new Xero data and removes its working copy of your Xero data within 30 days.

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