The VELTRIX Platform
VELTRIX connects the views, workflows, and insights your team needs to understand business performance. Explore your numbers, investigate changes, and build a more consistent approach to planning.
Workspace — Overview
Monthly
Quarterly
FY 2026
Total Revenue
+8.4%
$482.6k
Operating Expenses
+5.1%
$291.3k
Net Profit
+13.2%
$191.3k
Cash Flow
+3.9%
$64.8k
Actual vs. projected, last 12 months
Actual
Forecast
Runway
18 mo
Gross margin
61%
Monthly burn
$38.2k
AI insight
New
Revenue is trending above the previous period, while operating costs have also increased. Review the expense categories contributing most to the change.
Review expenses
Compare periods
Ask a follow-up question…
Overview
Monthly
Quarterly
FY 2026
Total Revenue
+8.4%
$482.6k
Operating Expenses
+5.1%
$291.3k
Net Profit
+13.2%
$191.3k
Cash Flow
+3.9%
$64.8k
Actual vs. projected, last 12 months
Actual
Forecast
Runway
18 mo
Gross margin
61%
Monthly burn
$38.2k
AI insight
New
Revenue is trending above the previous period, while operating costs have also increased. Review the expense categories contributing most to the change.
Review expenses
Compare periods
Ask a follow-up question…
Overview
FY 2026
Total Revenue
+8.4%
$482.6k
Operating Expenses
+5.1%
$291.3k
Actual vs. projected, last 12 months
Runway
18 mo
AI insight
New
Revenue is trending above the previous period, while operating costs have also increased. Review the expense categories contributing most to the change.
Review expenses
Compare periods
Ask a follow-up question…
Capabilities
Unified Financial View
Capability 01
Bring key metrics from supported sources into one organized workspace. Spend less time searching for the right report and more time understanding what the numbers mean.
Highlights
Key metrics in one workspace · Supported data sources · Consistent views · Fewer report hunts
Unified Financial View
Capability 01
Bring key metrics from supported sources into one organized workspace. Spend less time searching for the right report and more time understanding what the numbers mean.
Highlights
Key metrics in one workspace · Supported data sources · Consistent views · Fewer report hunts
AI-Powered Analysis
Capability 02
Use natural-language prompts to explore financial questions and summarize relevant trends. Review underlying data and assumptions before acting on AI-generated insights.
Highlights
Natural-language prompts · Trend summaries · Variance explanations · Source data review
AI-Powered Analysis
Capability 02
Use natural-language prompts to explore financial questions and summarize relevant trends. Review underlying data and assumptions before acting on AI-generated insights.
Highlights
Natural-language prompts · Trend summaries · Variance explanations · Source data review
Forecasts & Scenarios
Capability 03
Model potential outcomes using available data and explicit assumptions. Compare scenarios to support planning conversations—not to replace professional judgment.
Highlights
Cash-flow projections · Scenario comparison · Documented assumptions · Planning conversations
Forecasts & Scenarios
Capability 03
Model potential outcomes using available data and explicit assumptions. Compare scenarios to support planning conversations—not to replace professional judgment.
Highlights
Cash-flow projections · Scenario comparison · Documented assumptions · Planning conversations
Reporting Workflows
Capability 04
Build repeatable reporting routines with consistent views, shareable summaries, and exports where supported.
Highlights
Consistent report views · Shareable summaries · Exports where supported · Scheduled routines
Reporting Workflows
Capability 04
Build repeatable reporting routines with consistent views, shareable summaries, and exports where supported.
Highlights
Consistent report views · Shareable summaries · Exports where supported · Scheduled routines
Permissions & Collaboration
Capability 05
Help the right people access the right information through the access controls available in your VELTRIX plan.
Highlights
Plan-based access controls · Shared workspaces · Role-appropriate views · Team collaboration
Permissions & Collaboration
Capability 05
Help the right people access the right information through the access controls available in your VELTRIX plan.
Highlights
Plan-based access controls · Shared workspaces · Role-appropriate views · Team collaboration
Bring your numbers into focus and give your team a better starting point for what comes next.
Bring your numbers into focus and give your team a better starting point for what comes next.
Bring your numbers into focus and give your team a better starting point for what comes next.