Solutions
The AI finance copilot and shared workspace for bookkeepers, finance teams, owners, and founders. Connect your data, ask anything, and get answers you can trust.
Bookkeepers & finance managers
One shared workspace for your team
Invite your team into one secure workspace where everyone can ask the copilot. Veltrix does the first pass and flags duplicates and numbers that don't add up before close, always read-only, with the source behind every number.
CFOs & finance advisors
One secure portal, every client
Give each client their own private workspace, then invite your team and the client in. Share dashboards and summaries, flag what needs attention before the meeting, and control who can view, upload, or change anything.
Business owners & operators
Your daily business health check
A safe copilot on top of your books. Ask anything, see what’s off, and know what to do next, all backed by your real data. Invite your bookkeeper or team in, for less than a coffee a day.
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Founders & entrepreneurs
Runway, burn, and board-ready
See runway, burn, and what changed since last month, and turn any question into a dashboard. Get investor-ready numbers from your real data, and bring your co-founder or fractional CFO into the same workspace.
Built for those whose time matters most.
Answers in seconds, not spreadsheets.
Everything in one place.
Connect QuickBooks, Xero, Square, and HubSpot, and drop in messy PDFs, Excel, and CSVs. Veltrix analyzes them together, with no setup.
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Catches what you’d miss.
Veltrix flags duplicate charges, slow payers, and numbers that don’t add up before they cost you. Smart alerts by email, phone, and Slack are coming soon.
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Every number has a source.
very answer comes only from your real data and cites the report behind it. If it’s not there, Veltrix says so instead of making something up.
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Read-only and safe by design.
Veltrix explains your books but can never change them or move money. Powerful AI, used responsibly, so you stay in control.
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 is this different from the AI agents everyone is launching?
Veltrix is a copilot, not an agent. It’s read-only, answers only from your real data, and cites the report behind every number. It explains and flags, but never posts entries, closes the books, or acts on its own.
My data, or my client’s, is messy. Won’t the AI just make things up?
No. Veltrix flags duplicates, gaps, and numbers that don’t tie out instead of assuming the data is clean, and it tells you when something is missing rather than guessing.
Can my client use it without touching the books?
Yes. Each client gets a private, read-only workspace to understand their numbers and ask questions safely. You control who can view, upload, or change anything.
Does Veltrix do the close?
No. It helps before and after the close by surfacing issues and preparing summaries, but you do the close in QuickBooks or Xero. It never touches the books.
Will it replace my accountant or bookkeeper?
No, it makes them faster. Veltrix handles the first pass and everyday questions, with the source behind every answer, so your advisor can check anything in seconds.
What can I connect, and who can see my data?
QuickBooks, Xero, Square, and HubSpot through official, read-only integrations, plus PDF, Excel, CSV, and Google Drive uploads. Every business or client sits in its own private workspace, and you can disconnect anytime.