Connect business data
Connect store, accounting, payment, and marketing tools, or provide PDFs, Excel spreadsheets, and CSV files for analysis.
Veltrix
Veltrix is a business analytics and finance-copilot platform that reviews connected business tools or uploaded files to identify costs, risks, and improvement opportunities. It is designed for founders, business owners, bookkeepers, and accountants who need source-backed findings and next steps.
Business analysis from connected data
Veltrix is a business data analysis and finance-copilot platform for founders, business owners, and their advisors. Its free Business Health Check connects to existing business tools or accepts uploaded files, then reviews the records to identify opportunities, costs, risks, and areas that may need attention.
Instead of asking users to complete a long questionnaire and assigning a generic score, Veltrix bases its findings on connected business data. Each finding describes what was found, why it matters, and what to do next; the broader Veltrix workspace also supports source-backed questions, dashboards, and follow-up analysis.
Capabilities
Analyze actual records
Reviews connected records to identify problems worth fixing, strengths to build on, and potential opportunities to improve sales or reduce costs.
Explain findings
Presents findings with the underlying reason they matter and a practical next step, rather than only returning a score.
Answer business questions
Supports plain-English questions and source-backed answers in the wider Veltrix workspace, with the reports behind each answer.
Surface anomalies and priorities
Flags issues such as duplicate charges, unusual numbers, slow collections, and high spend in the connected business data.
Maintain source control
Keeps connections read-only and lets users disconnect connected sources when needed.
Practical uses
Run a founder’s business health check
Connect store, accounting, payment, or marketing records to identify costs, sales opportunities, and operational issues that may not be obvious from a standard review.
Prioritize improvement work
Use the results to understand what is going well, what may be costing the business money, and which issue to address first.
Analyze files without a direct connection
Upload PDFs, Excel spreadsheets, or CSV files when the business does not use supported accounting software, then review the resulting analysis.
Prepare client reviews
Run a separate read-only workspace for each client and use the numbered findings, risks, opportunities, and questions to prepare for the next review.
Support owner and advisor conversations
Ask follow-up questions about revenue, cash flow, spend, customers, or other connected records and inspect the source reports behind the answers.
Pros and Cons
Pros
- The initial health check is free and does not require a payment card.
- It can use existing business records instead of relying only on manually completed questionnaires.
- Findings include context and next steps, not just a single health score.
- Connections are read-only, and sources can be disconnected at any time.
- It supports both direct tool connections and uploaded business files.
Cons
- The health check’s detailed integration coverage and the full range of supported workflows are not specified on the supplied pages.
- The quality and usefulness of findings will depend on the data available in connected tools or uploaded files.
- The free health check is an initial assessment; ongoing analysis and broader workspace features are part of paid plans after the trial.
FAQ
How quickly can I get initial findings?
The free business health check takes about two minutes from sign-in to initial findings. The broader Veltrix workflow can also connect a first tool and support follow-up questions about the business.
Which tools and files can Veltrix use?
Veltrix can connect to QuickBooks, Xero, Shopify, Square, HubSpot, Google Drive, Google Workspace, and Microsoft 365. The health check also accepts uploaded PDFs, Excel spreadsheets, and CSV files when accounting software is not available.
Can Veltrix change my business data?
Connections are read-only: Veltrix analyzes data but does not edit, post, delete, move money, or act on its own. Connected sources can be disconnected from settings at any time.
What does the health check provide?
Each finding explains what Veltrix found, why it matters, and what to do next. The wider product also provides source-backed answers and shows the reports behind its answers.
What does Veltrix cost and can I cancel?
The first health check is free and does not require a card. Paid plans are available with a 14-day trial, and plans can be upgraded, downgraded, or canceled from account settings.
Quick Facts
- Category
- Business analytics and finance copilot
- Primary users
- Founders, business owners, bookkeepers, and accountants
- Initial workflow
- Connect a source or upload files, review findings, then work on solutions
- Read-only access
- Connected sources are analyzed without edits, posts, or deletions
- Free entry point
- First Business Health Check; no card required
- Product domain
- veltrix.com
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