Help center
Questions about
VELTRIX?
Find answers about the platform, data connections, AI insights, forecasting, and getting started.
Platform & 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.
Can I forecast cash flow?
Yes. Cash-flow forecasting is included on Growth and Business plans. Review each forecast alongside the assumptions and data used to generate it.
Can my team collaborate?
Yes. Growth includes collaboration for up to 10 users, and Business offers unlimited seats with role-based permissions.
How much does VELTRIX cost?
Plans start at $49 per month. Visit the Pricing page for full plan details.
Is my data secure?
VELTRIX encrypts data in transit and at rest, and access is controlled with role-based permissions. Read our Privacy Policy for details on how data is handled.
How do I get started?
Start a 14-day free trial, explore the platform, or book a demo to walk through your team’s needs with us.
Pricing & billing
Can I change plans?
Yes. You can upgrade or downgrade at any time, and changes apply from your next billing cycle.
Is there a free trial?
Yes — every plan starts with a 14-day free trial. No credit card is required.
Can I cancel?
Yes. You can cancel anytime from your account settings and keep access until the end of your billing period.
Do you offer annual billing?
Yes. Annual billing is available on Starter and Growth and saves 20% compared with monthly billing.
What payment methods are accepted?
We accept all major credit and debit cards. Business plans can also pay by invoice.
