01 — Connect
Connect
Connect supported data sources or import the financial files your team already uses.
AI Financial Intelligence
Your finances.
One intelligent view.
Bring your financial data together, uncover meaningful insights, and make confident business decisions with AI-powered financial intelligence.
Less guesswork. More clarity.
Built for teams that think ahead.
One clearer view of performance, planning, and what comes next.
Financial Reporting
Cash Flow Planning
AI Insights
Forecasting
Smart Alerts
Connected Data
Why VELTRIX
Your financial data tells a story.
Make it easier to read.
When information lives across spreadsheets, accounting tools, and disconnected reports, the full picture is hard to see. VELTRIX brings the signals together so your team can spend less time assembling numbers and more time acting on what they mean.
Without one view
Before
Scattered data
Numbers live across spreadsheets, accounting tools, and disconnected reports.
Before
Manual reporting
Every period starts with assembling numbers by hand.
Before
Uncertain planning
Forecasts depend on assumptions few people can see.
Before
Reactive decisions
Changes are noticed after they’ve already happened.
With VELTRIX
After
A clearer picture
Scattered data becomes a clearer financial picture.
After
A repeatable workflow
Manual reporting becomes a repeatable workflow.
After
An informed forecast
Uncertain planning becomes a more informed forecast.
After
Proactive conversations
Reactive decisions become proactive conversations.
Core features
Six capabilities.
One financial workspace.
From connected data to AI-assisted insights, every part of VELTRIX is designed to make your numbers easier to understand and act on.
Less guesswork
More clarity
AI Financial Insights
4 capabilities
Ask better questions about your business and get clear, context-aware summaries from connected financial data. Explore trends, investigate changes, and understand the factors behind your numbers.
Includes (if supported): Natural-language questions · Variance explanations · Trend summaries · Follow-up exploration
Real-Time Finance Dashboard
4 capabilities
See the metrics that matter in one organized workspace. Track revenue, costs, margins, cash flow, and performance trends without switching between multiple reports.
Includes: Custom KPI views · Performance charts · Period comparisons · Reporting
Cash Flow Forecasting
4 capabilities
Look ahead with forecasts that help your team prepare for upcoming obligations, changing revenue, and potential cash-flow gaps. Review assumptions and use scenarios to understand possible outcomes.
Includes (if supported): Cash-flow projections · Scenario planning · Forecast assumptions · Risk indicators
Financial intelligence
Your next decision
Revenue
Cash Flow
Costs
Forecast
One intelligent view
Six connected capabilities
06
Automated Reporting
4 capabilities
Reduce repetitive reporting work with reusable views, scheduled summaries, and streamlined financial workflows. Keep stakeholders aligned with information that is easier to understand and share.
Includes (if supported): Report templates · Scheduled summaries · Exportable reports · Consistent reporting formats
Smart Alerts
4 capabilities
Bring attention to unusual movements, approaching thresholds, and meaningful changes in performance. Give your team a clearer starting point for investigation.
Includes (if supported): Configurable thresholds · Change indicators · Cash-flow notifications · Summaries
Connected Financial Data
4 capabilities
Bring supported financial sources into a more consistent view. Reduce manual consolidation and create a dependable foundation for reporting and analysis.
Includes: Accounting connections · Spreadsheet imports · Financial data sync · Integration status
The VELTRIX Workspace
A clearer picture,
from every angle.
Explore revenue, spending, profitability, and cash flow from one intuitive workspace. Move from high-level performance to the details behind each metric.
Total Revenue
Operating Expenses
Net Profit
Cash Flow
Forecast
Recent Activity
One workspace for revenue, spending, profitability, and cash flow.
How it works
From scattered numbers
to a clearer decision.
02 — Understand
Revenue
Organized
Expenses
Categorized
Cash flow
Mapped
Building your views…
Understand
VELTRIX organizes your information into clear dashboards, summaries, and financial views.
Connect. Understand. Explore. Act.
03 — Explore
Why did costs rise?
Compare Q2 vs. Q3
Run a scenario
Explore
Ask questions, investigate changes, and compare performance across periods or scenarios.
04 — Act
0%
Shared with your team
Ready for the next decision
Act
Share insights with your team and use a clearer financial picture to guide the next decision.
Four steps from scattered data to a confident decision.
Solutions by role
Built for the people
behind the numbers.
Different teams ask different questions of their finances. VELTRIX brings the relevant numbers and context into a clearer view.
Integrations
Fits into the way
your team already works.
Connect supported tools and bring important financial information into one workflow. Start with the systems your team relies on and expand as your needs evolve.
Accounting
Ledgers, journals, and profit & loss
Banking
Balances and transactions
Spreadsheets
Budgets, plans, and imports
Billing & Payments
Invoices and recurring revenue
Data & Analytics
Modelled business data
Security & control
Financial clarity starts with
responsible data handling.
Your financial information deserves careful treatment. VELTRIX is designed around clear access controls and responsible data practices. Review our privacy and security information to understand how data is handled.
How we approach your data
Clear information about data use
Know what is collected and why.
Access permissions appropriate to the product
The right people see the right information.
Transparent privacy practices
Plain-language policies you can review.
Security documentation available where applicable
Details shared as they’re published.
Responsible by design
Clear access controls
Responsible data practices
Published privacy information
Customer stories
More clarity for the
decisions that matter.
Explore how teams use financial visibility and better reporting workflows to understand performance and plan ahead.
Real challenges.
Clearer workflows.
Each story shows the challenge a team faced, the VELTRIX capability they used, and what changed as a result.
Founders, finance teams, and operators planning ahead.
FAQ
Questions about
VELTRIX?
Find answers about the platform, data connections, AI insights, forecasting, and getting started.
What is VELTRIX?
VELTRIX is an AI-powered financial intelligence platform that brings financial visibility, reporting, forecasting, and AI-assisted analysis into one unified workflow.
Who is VELTRIX for?
VELTRIX is intended for founders, finance teams, SaaS businesses, and service companies that want a clearer view of financial performance.
What financial data can I connect?
You can connect accounting platforms, business bank feeds, billing tools, and spreadsheets. Starter includes up to 3 connections, Growth up to 10, and Business is unlimited. See the Integrations page for the full list.
How does the AI analysis work?
AI-assisted analysis can summarize patterns and help explore questions based on the data and context available to the platform. Review source data and assumptions before making financial decisions.
Does VELTRIX provide financial advice?
VELTRIX is a financial information and workflow tool, not a substitute for professional accounting, tax, legal, or investment advice.
