Veltrix is an AI-powered financial assistant that helps business owners and accountants make sense of their finances by bringing data from tools like QuickBooks, Xero, Square, HubSpot and Shopify into one place. Users can connect their existing accounts, ask questions about their business in plain language and get answers based on real financial data, complete with supporting reports and actionable insights. Veltrix can also highlight unusual expenses, overdue payments and potential issues in financial records, making it easier to keep track of business performance without manually analysing spreadsheets.
The AI assistant is read-only, so it cannot make changes to financial accounts or move money. Getting started is simple: connect a supported platform, ask a question and explore the results. For more useful insights, users can connect multiple data sources and ask specific questions about cash flow, revenue or spending. Veltrix currently offers a 14-day free trial to new users.
