About Veltrix
Overview
Veltrix is a finance copilot that business owners and their accountants share. It connects accounting, sales, CRM and e-commerce tools such as QuickBooks, Xero, Square, HubSpot and Shopify into one workspace, then answers questions about revenue, cash and spending in plain English. The connection is read-only, so a user can see the books but never alter them, move money or trigger actions.
Founders Manfred Swarovski and Mykola Svystun run Veltrix with a fully remote team across the US and Europe. The product targets owners who have no data team and advisors who need a faster first pass through a client's numbers. A 14-day free trial opens access to paid plans starting at $49 per month.
Key Benefits
- Connect QuickBooks, Xero, Square, HubSpot, Shopify or Google Drive in about two minutes, with no IT work and no CSV exports.
- Ask any question in plain English and get an answer built from your own business data, without formulas or dashboards to assemble.
- See the exact reports behind each answer so owners, bookkeepers and accountants work from the same figures.
- Log in to automatic flags for duplicate charges, figures that do not add up, and bills slipping past 70 days.
- Save any breakdown, such as ad spend against revenue or cash by quarter, as a dashboard in one click.
- Keep data inside a private workspace with read-only connections, and disconnect any source from settings at any time.
How It Works
A new user connects a source such as QuickBooks or Square, then runs a free Business Health Check, which surfaces the issues that deserve attention. From there the user asks questions, drills into anything the check flags, and saves a useful breakdown as a dashboard. Because both parties query the same workspace, the owner and the accountant work from one set of answers.
Use Cases
- Small business owners open Veltrix to check high spend, slow collections and unusual entries before month-end.
- Accountants and bookkeepers run a first pass on a client's books, narrow where to look, and keep the judgement and advice in-house.
- E-commerce operators connect Shopify and Amazon Seller Central to see how orders, returns, discounts and inventory move revenue and cash.
- Marketing teams connect HubSpot and Mailchimp to trace email campaigns to repeat customers and measurable revenue.
- Growing finance teams share one workspace with up to 10 users and manage multiple workspaces on the Pro plan.
- Fractional CFOs and advisory firms review client portfolios with custom data sources, advanced permissions and dedicated support through Enterprise setups.
Why Choose This Product
Veltrix differs from general AI chatbots by answering only from connected business data and citing the reports behind each answer, and it says when something is missing instead of guessing. The read-only design keeps it on analysis, so it cannot edit books or act on its own. Paid plans run from $49 to $199 per month with metered AI units, and the 14-day trial carries no commitment.
Veltrix Pros & Cons
- 14-day free trial with cancel anytime
- Read-only connections cannot change books or move money
- Every answer shows the reports behind it
- Flags duplicate charges and bills past 70 days at login
- Plans scale from 3 integrations to unlimited
- No free plan; paid plans start at $49/month after the trial
- Additional integrations beyond the listed set are still coming soon
- Enterprise setups require a consultation instead of a listed price
Key Features
Plain-English Q&A
All plansOwners and accountants ask any question and Veltrix answers from their connected business data without formulas or dashboard building.
Source-Backed Answers
Every answer lists the exact reports behind it, so the owner and bookkeeper review the same underlying numbers.
Book Anomaly Alerts
Veltrix checks the books at each login and flags duplicate charges, figures that do not add up, and bills slipping past 70 days.
Saved Dashboards
Starter+Users turn an answer such as ad spend versus revenue or cash by quarter into a saved AI-powered dashboard in one click.
Business Health Check
A free health check runs after connection and surfaces the issues in the business that deserve attention first.
Read-Only Connections
Veltrix connects read-only, so it can see the books but cannot change them, move money or act without a user.
Two-Minute Setup
Users plug in tools such as QuickBooks, Xero, Square, HubSpot or Shopify in about two minutes with no IT work or CSV exports.
Shared Team Workspace
Core+Core and Pro plans add multiple team members on one workspace, and Pro adds multi-workspace management.
Instant Disconnect
Users unplug any source from settings at any time, and Veltrix stops pulling new data immediately.
Veltrix Pricing
View full pricing →- 500 AI Units per month
- 10 Deep Thinking analyses per month
- Connect up to 3 data source integrations
- 5 saved AI-powered dashboards
- 10 uploaded files
- 1,000 AI Units per month
- 50 Deep Thinking analyses per month
- Connect up to 5 data sources
- Up to 5 users
- 10 saved AI-powered dashboards
- 20 uploaded files
- 1,500 AI Units per month
- 150 Deep Thinking analyses per month
- Unlimited data source integrations
- Up to 10 users
- Multi-workspace management
- Up to 50 saved dashboards
- Tailored plans with unlimited scale
- Advanced permissions and client portfolios
- Multiple workspaces and custom data sources
- Onboarding and dedicated support
| Feature | Starter $49/mo | Core $99/mo | Pro $199/mo | Enterprise Custom |
|---|---|---|---|---|
| Plain-English Q&A | ||||
| Saved Dashboards | ||||
| Shared Team Workspace |
Pricing extracted from the product website and may change. Check the source for current details.
Frequently asked questions about Veltrix
How long does it take to get value from Veltrix?
A couple of minutes. You connect your business data and run a free Business Health Check, which shows the issues that deserve attention. From there you investigate anything it finds or ask your own questions.
Which tools does Veltrix connect to?
Veltrix works with QuickBooks, Xero, Square, HubSpot, Shopify, Google Drive, Google Workspace and Microsoft 365, plus uploaded files. The integrations page also lists Google Analytics, Amazon Seller Central, Mailchimp, FreshBooks, Digits and Wave, and more integrations are coming soon.
Is my business data safe in Veltrix?
Veltrix is read-only, so it cannot change your books or act on its own. It answers only from your data and says when something is missing instead of guessing. Your data sits in a private workspace that is not shared with other users or sold, and you can disconnect any source at any time.
Will Veltrix replace my bookkeeper or accountant?
No. Veltrix helps with the first pass by bringing information together, surfacing what needs attention and narrowing where to look. Your accountant brings the judgment, context and advice that require expertise.
How is Veltrix different from asking ChatGPT?
ChatGPT does not know your business, so you export reports and paste numbers into it. Veltrix connects directly to your tools, reads only your data, and shows the source behind every answer.
What does Veltrix cost and can I cancel?
Starter is $49 per month after a 14-day free trial and includes 500 AI units per month. Core includes 1,000 AI units per month and Pro includes 1,500. You can change plan, downgrade or cancel anytime from your account settings.