Choose the plan that fits how you use Veltrix
Start with the questions you have today. Add more AI usage, dashboards, files, users, and workspace support as your business needs grow.
All plans include:
Official secure app connections
Veltrix analyzes your connected data but never changes your source systems
AI answer audit trail
Private business workspace
Google Drive and file import support
Ability to disconnect connected accounts anytime
14 days free trial
Starter
Understand your business without hiring an analyst.
$49
/month
500 AI Units/month
10 Deep Thinking analyses/month
Standard AI chat usage
Connect up to 3 data source integrations (QuickBooks, Xero, HubSpot, Square, and more)
5 saved AI-powered dashboards
50 uploaded files
Fast support via email and chat
On-demand onboarding
Core ✦
Team Plan
Give your team one place to understand revenue, cash flow, and next steps.
$99
/month
1000 AI Units/month
Includes everything in Starter, plus:
50 Deep Thinking analyses/month
Higher AI chat usage for teams
Up to 5 users
Connect up to 5 data sources integrations
10 saved AI-powered dashboards
Up to 5 managed file datasets
Automated AI insight email notifications
Priority support via email and chat
Up to 2 onboarding or training calls/month
Pro ✦
Team Plan
Manage multiple businesses, entities, or clients with AI-powered financial insight.
$199
/month
1500 AI Units/month
Includes everything in Starter, plus:
150 Deep Thinking analyses/month
High-volume AI chat usage
Up to 10 users
Unlimited / custom data source integrations
Multi-entity workspace management
Up to 50 saved AI-powered dashboards
Up to 50 managed file datasets
Custom AI insight email alerts
Priority support via email and chat
Up to 5 onboarding, training, or custom setup calls/month
Personal account manager
Enterprise
For larger teams and client portfolios.
Custom setup. Advanced support. More control.
We’ll help design the right Veltrix setup for advanced permissions, multiple workspaces, client portfolios, custom data sources, onboarding, and dedicated support.
Support
FAQs
Everything you need to know about trials, billing, AI units, data safety, and choosing the right plan.
Is there a free trial?
You can try Veltrix free for 14 days. Connect your tools, ask questions, and see how it works with your real business data before your first paid month.
Which plan should I choose?
Starter is best if you’re running one business and want quick answers. Core is best if you want more usage, more dashboards, and team access. Pro is best if you manage more data, more entities, or heavier reporting. Enterprise is for custom setups.
What are AI units?
AI units are used when Veltrix does AI work for you, like answering questions, creating dashboards, or customizing reports.
What tools can I connect?
Veltrix connects to tools like QuickBooks, Xero, Square, HubSpot, Shopify, Google Workspace, Microsoft 365, Google Drive, and uploaded files. More integrations are coming soon.
Is my business data safe?
Yes. Veltrix analyzes your data inside your workspace and never changes your books, CRM, payments, files, or source tools. You can disconnect a source anytime.
Can I cancel or change plans later?
Yes. You can upgrade, downgrade, or cancel from your account settings anytime.
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