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Cutting Through the Clutter
No more disconnected forecasts or spreadsheet debates. Turn your finance team into the strategic engine of your business.
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Trusted Performance Data
How Do You Get Everyone to Trust the Same Numbers?
Sales has their forecast. Marketing has their spend. You’re manually stitching data together — and every meeting turns into a debate.
AI Created, Human-Ready Insight
Create a single, reliable source
of information right away.
Instead of emailing templates, you have each department drop their native files - reports, plans, projections - into one shared space. Our AI instantly standardizes and consolidates the information into a unified Company Performance Dashboard.
One version of the truth
Create a Single Source of Truth. Instantly.
Unify scattered reports from Sales, Marketing, and Finance into one clear, AI-powered view—without templates or code.
Smart Standardization
AI aligns and cleans all department data automatically.
Smart Standardization
AI aligns and cleans all department data automatically.
Smart Standardization
AI aligns and cleans all department data automatically.
AI Created, Human-Ready Insight
From Data Debate to Strategic Decision.
Now, when a question arises in a meeting, the conversation doesn't stall. You simply ask our AI:
"Show the specific marketing expenses causing the variance in our 'Brand Awareness' budget."
Suddenly, everyone is looking at the same trusted answer.
This isn't just faster reporting. It’s building a foundation of trust in your data, so you can spend your time facilitating strategic conversations, not refereeing conflicting spreadsheets.
"Show the specific marketing expenses causing the variance in our 'Brand Awareness' budget."
Suddenly, everyone is looking at the same trusted answer.
This isn't just faster reporting. It’s building a foundation of trust in your data, so you can spend your time facilitating strategic conversations, not refereeing conflicting spreadsheets.
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How our AI helps Finance Managers
The Story Behind the "Good Quarter."
The quarter looks great on paper — sales are up. But you notice what others miss: profit margins are slipping.
Instead of solving this offline weeks later, you use Veltrix to reveal the real story — live, in the room.
Instead of solving this offline weeks later, you use Veltrix to reveal the real story — live, in the room.
Dig deeper in seconds — no analysis paralysis.
Ask: “Compare margins between enterprise and standard deals.”
AI shows enterprise deals are half as profitable. One follow-up — “Show support ticket volume by deal type” — reveals the cause.
You’ve just turned a surface-level win into a strategic shift.
AI shows enterprise deals are half as profitable. One follow-up — “Show support ticket volume by deal type” — reveals the cause.
You’ve just turned a surface-level win into a strategic shift.
The Report is Finished. But Do You Trust the Numbers?
You no longer spend days reconciling budgets. Just drop in your budget and expense folders — Veltrix does the rest.
It auto-categorizes spending, matches budget lines, and highlights anomalies — like duplicate charges — with full transparency.
It auto-categorizes spending, matches budget lines, and highlights anomalies — like duplicate charges — with full transparency.
You Can’t Be in Every Meeting. But Your Data Can.
You create one Financial Master Dataset — your source of truth. Each team gets a tailored dashboard with the access they need. Now, instead of waiting for you, they ask AI:
“What was the total spend for the Alpha Project last quarter?”
They get an instant, trusted answer — and you stay focused on strategy.
“What was the total spend for the Alpha Project last quarter?”
They get an instant, trusted answer — and you stay focused on strategy.
See what’s really driving your numbers.
Get audit-ready answers. Skip the spreadsheets.
FAQs
Everything you need to know about the product and billing. Can’t find the answer you’re looking for? Please chat to our friendly team.
Is there a free trial available?
Yes, you can try us for free for 30 days. Our friendly team will work with you to get you up and running as soon as possible.
Can I change my plan later?
Of course. Our pricing scales with your company. Chat to our friendly team to find a solution that works for you.
What is your cancellation policy?
We understand that things change. You can cancel your plan at any time and we’ll refund you the difference already paid.
Can other info be added to an invoice?
At the moment, the only way to add additional information to invoices is to add the information to the workspace's name.
How does billing work?
Plans are per workspace, not per account. You can upgrade one workspace, and still have any number of free workspaces.
How do I change my account email?
You can change the email address associated with your account by going to Veltrix.com/account from a laptop or desktop.