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See every client clearly.
Today.
Veltrix reviews each client’s QuickBooks alongside other business data to uncover risks, opportunities, and questions worth discussing - without changing the books.
Use code ROYALWISE for 100% off your first 2 months.
Bring client's data together
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Your clients' numbers don't live in one place.
QuickBooks holds the books. Sales may be in Square, customer activity in HubSpot, and important context in the files clients send. Veltrix lets you review it together instead of piecing together the answer one report at a time.
One shared workspace per client.
Connect each client's QuickBooks, Xero, Square, and HubSpot in 2 minutes in a private, read-only workspace you and the client share.
Ask across the whole client picture.
Ask one question across the client's connected data. Veltrix works across the relevant sources and shows you the numbers behind the answer so you can check it yourself.
Raise it before they ask.
Run a Business Health Check before the meeting to surface the risks, opportunities, and questions worth discussing - so your time goes into the client conversation, not hunting through reports.
One shared view of each client. For you and them, not a locked-away report.
Start with the things that need your attention.
Veltrix flags duplicates, unusual movements, slow payers, and other exceptions so you don't have to start by reviewing everything yourself.
Client-ready answers in one click.
Ask Veltrix to break something down (margins, cash by quarter, top customers) and turn it into a chart or summary you and the client can work from.
Handles messy client data.
Drop in the PDFs, Excel, and CSVs clients send. Veltrix organizes them, flags duplicates and gaps, and tells you when a number doesn't add up.
Your clients' data. Your control.
Veltrix is built so you stay in control of every client's data - what connects, who sees it, and when it stops.
A copilot, not an agent.
Veltrix connects read-only. It can read the books to answer questions, but it can never change them, move money, or act on its own.
Private to you.
Every client sits in a separate, private workspace. Their data is never shared between clients or users.
Insights for clients, not control.
Give clients a safe way to understand their numbers and ask anything (even the questions they'd feel silly asking you) without handing them the keys to the books.
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.
How can I use Veltrix with QuickBooks?
Connect a client’s QuickBooks and let Veltrix do the first pass: run a Business Health Check, surface risks and opportunities, and ask follow-up questions in plain English. Bring in other business data when you need more context.
Veltrix is read-only, so nothing gets changed in QuickBooks.
Veltrix is read-only, so nothing gets changed in QuickBooks.
What if a client's data is messy?
Veltrix flags duplicates, gaps, and numbers that don't tie out instead of assuming the data is clean — and tells you when something's missing rather than guessing.
Can I manage more than one client?
Yes. See all your clients in one place, each in a separate, private workspace — connect their tools, build dashboards, and switch between them anytime.
Does Veltrix do the close?
No. It helps before and after the close — surfacing issues and preparing summaries — but you do the actual close in QuickBooks or Xero. It never touches the books.
Will it replace me with my clients?
No. Veltrix works alongside you: clients get a safe way to understand their numbers, and you keep control of the books and stay their advisor.
Is my clients' data secure?
Each workspace is private and read-only, never shared or used to train public AI. Disconnect a source anytime. SOC 2 certification is in progress.
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