Veltrix
Veltrix is an AI finance copilot that connects to business tools and answers plain-English questions about cash flow, margins, and growth.
Veltrix
What is Veltrix?
How to use Veltrix?
- 1Connect one or more supported business tools such as QuickBooks, Xero, Square, HubSpot, or Shopify.
- 2Ask a question in plain English, like how the business is doing this month or whether you can afford a new hire.
- 3Review the answer, including the next step and the source reports used.
- 4Save the result as a dashboard if you want to track it over time.
- 5Disconnect any source anytime from settings if you no longer want it connected.
Veltrix Key Features
- Connects to QuickBooks, Xero, Square, HubSpot, Shopify, Google Drive, Google Workspace, and Microsoft 365
- Plain-English business finance questions
- Read-only data access
- AI insight panel with business summaries
- Next-step recommendations with source reports
- Dashboard creation from answered questions
- Anomaly and risk flagging
- Private workspace with disconnect controls
Veltrix Use Cases
- Checking monthly business performance
- Evaluating whether the company can afford a hire or purchase
- Tracking cash flow and margins
- Finding unusual liabilities or vendor charges
- Monitoring overdue customer bills
- Preparing faster for bookkeeper or accountant conversations
- Turning ad spend, revenue, or cash analysis into a dashboard
Veltrix Pricing & Free Credits
Veltrix currently operates on a Free, Free Trial, Paid model.
Veltrix Pros & Cons
Pros
- Connects to major accounting, payments, CRM, and file tools
- Answers questions in plain English
- Shows the reports behind each answer
- Read-only access helps protect source data
- Can save analyses as dashboards
Cons
- Pricing details are only partly listed on the site
- Best suited to businesses already using supported tools
- Not a replacement for a bookkeeper or accountant
What is Veltrix best for?
- Business owners who want fast financial answers without spreadsheets
- Small teams using QuickBooks, Xero, Square, HubSpot, or Shopify
- Founders who need clearer cash flow and margin visibility
- Accountants and bookkeepers supporting clients with quicker context
Veltrix FAQ
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