What if my report format or columns change next month?

No problem. Veltrix's AI is flexible. It reads the headers and structure of each new report you upload, so it can adapt to changes in your exports without needing to be reconfigured.

AI Business Analyst: Understand Everything Instantly

Financial dashboard showing total spend of $107,300, total revenue $1.2M, total leads 3,728, and average ROAS 11.1x, with charts for weekly ROAS trend, leads by channel, cost breakdown, and channel performance highlighting email.

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AI Financial & Business Analytics

Connect your apps in seconds. Veltrix unifies your data to give you instant answers, true profit margins, and daily executive summaries. Understand your business instantly.

Try it Free

100% free. No credit card required.

Integrations

Connect Your Entire Business Pipeline

Veltrix is built to work with apps you already use. Start today by connecting QuickBooks or HubSpot and get ready for more integrations soon.

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Coming soon

HubSpot

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Saleforce

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Google Ads

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Pipedrive

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Mailchimp

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True Profitability

Answer your toughest cash flow questions instantly.

Stop guessing your runway or waiting on end-of-month reports. Just type your question in plain English - "Can we afford to hire a new manager next quarter?" or "Who are our top 5 clients with overdue invoices?"

Automate Reconciliation

End the "monthly nightmare" and catch cash leaks.

Say goodbye to manually matching Stripe or Shopify payouts to your QuickBooks account. Instantly separate gross sales from processor fees. Spot duplicate vendor charges automatically. Prevent "Net vs. Gross" errors before tax season.

The Big Picture

Wake up to your daily Executive Summary.

By connecting your accounting, sales, and HR data, Veltrix acts as a proactive strategic advisor, delivering a daily brief on your company's health. See how a drop in HubSpot deals affects Gusto payroll. Get clear recommendations on your next best move.

How It Works

Get Answers from Your Data in 3 Steps

Connect your business stack. No coding, no complicated setup. Try it free.

Launch Interactive Demo

Platform Capabilities

Everything you need to answer tough questions.

Powerful, self-serve revenue and growth analytics to help you close more deals.

Interactive upload interface with search bar, Ask Veltrix button, and drag-and-drop area for DOCX, PDF, CSV, XLS, and XLXS files up to 20MB.

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Dashboard interface titled 'My Business at a Glance' showing sections for selecting and adding business metrics with options like Gross Profit Margin and Burn Rate, and a 'Continue' button.

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Financial dashboard displaying startup metrics including monthly recurring revenue $132,000, net profit $24,805, burn rate $49,000, runway 16 months, cash inflow $4,531,000, revenue growth chart, customer LTV of 6 months, sales breakdown with $110k+ total sales and 14% growth, and quarterly cash flow with total profit $529k.

See your business vitals instantly.

Try our interactive demo to see exactly how Veltrix turns chaotic data into instant financial clarity.

Launch Interactive Demo

Financial dashboard showing total spend $107,300, total revenue $1.2 million, total leads 3,728, weekly ROAS trending upwards, cost breakdown with revenue $1,189,300 and net profit $1,082,000, and channel performance highlighting email as best channel.

Business dashboard showing key financial metrics and trends including revenue, cash flow, cost breakdown, and net profit by source with charts and graphs.

Ready to Stop Guessing About Your Revenue?

Stop wasting hours on manual spreadsheets and logins. Focus on the strategy you need. Get clear answers from your business data in 5 minutes.

Try it Free

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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.

How is this different from HubSpot or Salesforce's built-in reporting?

While CRM reports show part of the picture, Veltrix combines reports from all your tools - ads, analytics, and finance. You get the full picture of how you make money, from the first click to the final sale.

Can it handle complex, multi-page PDF reports?

Yes. Veltrix is designed to read and understand table-based data, even if it spans multiple pages. Our AI stitches the data together automatically so you can analyze the full report as one cohesive dataset.

Is my financial data secure and private?

Absolutely. Veltrix operates with strict "Read-Only" access-it cannot move money or alter your books. Your data is completely walled off and never used to train public AI models. If you disconnect, our system instantly forgets your data. You hold the keys.

Is this for technical users or can my whole team use it?

Veltrix is built for everyone. If you can ask a question in plain English and connect sources, you have all the technical skills you need. It's designed to empower businesses to get their own answers, fast.

Will this replace my accountant or bookkeeper?

No, it gives them superpowers. Veltrix handles the tedious data matching and gives you instant daily insights. This frees up your accountant to focus on high-level tax strategy rather than fixing broken spreadsheets.

What happens when you launch new direct integrations?

As a Veltrix user, you'll be the first to know. Our goal is to make your data analysis even faster, and you'll have the option to connect your accounts directly as soon as those integrations become available.