Veltrix AI

Veltrix AI is a finance copilot that plugs into your existing business tools — QuickBooks, Xero, Square, HubSpot, Shopify — and lets you ask questions about your business data in plain English. Instead of building dashboards or exporting reports, you type something like "Can we afford this hire?" and get an answer drawn directly from your live data. Every answer includes a clear next step and shows the exact reports it used, so you can verify or send them to your bookkeeper.

The setup takes about two minutes: connect your tools via read-only links (Veltrix never writes to your data), then start asking. The AI insight panel automatically highlights what matters — high spend, slow collections, hidden anomalies. You can turn any answer into a dashboard with one click. Veltrix also flags things you might miss, like mystery liabilities or customers overdue past 70 days. It's built for people who want to understand their business in real time, not wait for month-end reports.

Small business owners and entrepreneurs are the primary audience — anyone who uses QuickBooks, Xero, or similar tools but doesn't have a finance team on call. Accountants and bookkeepers can use it to prepare faster for client meetings. Common use cases include checking monthly performance, deciding on a new hire, or spotting overdue payments. Veltrix AI is not a replacement for your accountant; it gives you a clear picture between conversations.