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What is Veltrix?
The finance copilot you and your accountant share: connect QuickBooks, Xero, Square and more, ask anything, get answers backed by your real data. Veltrix is a read-only financial and business analysis copilot for business owners and their accountants.
Our verdict
Veltrix is worth evaluating when business reports are split across accounting, commerce and CRM tools. Its read-only connections and AI answer audit trail give an owner and accountant a way to investigate the same source data without letting the copilot edit the books.
Use the trial to ask questions with known answers and reconcile the results with the original reports. AI units and data-source limits matter as much as seat count. Starter is $49 per month, Core $99 and Pro $199; Enterprise is custom. This is a desk-research review, not a test of financial accuracy.
Full review
Veltrix is a read-only financial and business analysis copilot for business owners and their accountants. It connects data from tools such as QuickBooks, Xero, Square, HubSpot and Shopify, then lets users ask questions without first building a reporting dashboard.
Questions backed by connected data
The official product workflow brings financial and sales data into a private workspace, answers questions from that data and shows the reports behind the answer. Users can save an answer as a dashboard and investigate issues such as overdue collections, high spending and duplicate charges. Treat these as prompts for review, not a substitute for accounting judgment.
Read-only by design
The vendor says Veltrix can read connected information but cannot change the source tools, alter the books or move money. Owners and advisors can work from the same information while keeping decisions separate from analysis. Sources can be disconnected from settings to stop new data pulls.
Veltrix is a read-only financial and business analysis copilot for business owners and their accountants. It connects data from tools such as QuickBooks, Xero, Square, HubSpot and Shopify, then lets users ask questions without first building a reporting dashboard.
Questions backed by connected data
The official product workflow brings financial and sales data into a private workspace, answers questions from that data and shows the reports behind the answer. Users can save an answer as a dashboard and investigate issues such as overdue collections, high spending and duplicate charges. Treat these as prompts for review, not a substitute for accounting judgment.
Read-only by design
The vendor says Veltrix can read connected information but cannot change the source tools, alter the books or move money. Owners and advisors can work from the same information while keeping decisions separate from analysis. Sources can be disconnected from settings to stop new data pulls.
Plans and limits
After a 14-day trial, Starter is $49 per month with 500 AI units, 10 Deep Thinking analyses, three integrations, five saved dashboards and 10 uploaded files. Core is $99 per month with 1,000 AI units, 50 Deep Thinking analyses, up to five users, five integrations, 10 dashboards and 20 files. Pro is $199 per month with 1,500 units, 150 Deep Thinking analyses, up to 10 users, unlimited integrations, multiple workspaces, up to 50 dashboards and 50 files. Enterprise is a custom setup.
AI units are consumed by activities such as questions, dashboards and report changes. Match the plan to actual analysis volume and data-source needs, not only seat count. The official pricing page says plans can be changed or canceled in account settings.
Editorial view
Veltrix is most interesting for a business whose reports are scattered across finance, commerce and CRM tools. Read-only connections and source-backed answers are useful safeguards, but the result still needs the business context an accountant supplies. Trial it with known questions and reconcile its answers against the original reports.
Review basis: official homepage and pricing page checked October 10, 2026. No connected-account or hands-on accuracy test.
Sources: official product site, pricing and company information.
Who it's for
Best for
- Small-business owners working with an accountant; businesses whose reports span accounting
- commerce and CRM tools.
Not ideal for
- Teams wanting an autonomous agent that takes actions in their finance stack - Veltrix is deliberately read-only - or enterprises needing deep warehouse analytics.
How we tested
Desk research on October 10, 2026 using Veltrix's official product, pricing, company and legal pages. No accounts were connected and financial accuracy was not tested. Screenshots are vendor-provided UI examples, not our account data. Implementation and learning-curve judgments are left unset.
At a glance
| Pricing | Paid Subscription |
|---|---|
| Starting price | $49 |
| Free plan | No |
| Free trial | Yes (14 days) |
| Pricing page | View pricing |
| Platforms | Web app |
| API | No |
| Company | Veltrix AI |
| Apps Insight Score | 37/100 |
Why this app scored 37/100
Editorial Review 19/30
- Product quality 6/10 6/10
- Ease of use 3/5 3/5
- Feature depth 4/5 4/5
- Innovation 3/5 3/5
- Value for money 2/3 2/3
- Recommendation confidence 1/2 1/2
Trust & Verification 5/25
- AppsInsight badge installed Badge not installed 0/15
- HTTPS website HTTPS 1/1
- Business support email Missing 0/1
- Privacy policy published Provided 2/2
- Terms of service published Provided 1/1
- Security certifications None listed 0/2
- Knowledge base / help center Missing 0/2
- Social profiles linked 2 profiles linked 1/1
Community 0/20
- Verified reviews & rating 0 reviews (5 needed) 0/15
- Recent reviews No reviews yet 0/5
Product Profile 10/20
- Detailed description 331 words 2/3
- Screenshots 2 screenshots 1/3
- Demo video No demo video 0/2
- FAQ 5 items 1/2
- Feature list 6 items 1/2
- Pricing published Plan tiers published 3/3
- Pros & cons Pros & cons listed 1/1
- Integrations 3 integrations 1/2
- API available No 0/1
- Company details 2 of 3 details filled 0/1
Freshness 3/5
- Listing recently updated Updated 2 days ago 3/3
- Recent changelog entry No changelog entries 0/2
Editorial points are assigned by AppsInsight editors and cannot be purchased or influenced.
Integrations
Built for
How Veltrix compares
| Feature | Veltrix | Statable Analytics | Databox | Mentionmind |
|---|---|---|---|---|
| Rating | 3.5 / 5 | 4.2 / 5 | 4.2 / 5 | 3.8 / 5 |
| Pricing | Paid Subscription | Paid Subscription | Free+Paid | Paid Subscription |
| Starting price | $49 | $9 | $0 | $19/mo |
| Free plan | Included | Included | Included | Included |
| Free trial | Yes (14 days) | Yes (30 days) | Yes (14 days) | No |
| Platforms | Web app | Web app, API / SDK, WordPress plugin | Web app, API / SDK | Web app |
| Best for | Small-business owners working with an accountant; businesses whose reports span accounting, commerce and CRM tools. | Site owners, agencies and small SaaS teams in or selling to the EU who want clear traffic reports without cookie banners or the complexity of GA4. | Agencies and marketing or revenue teams that need KPIs from many tools in one place, with an AI analyst answering questions from the same data. | Founders, indie makers and small marketing teams who want affordable brand monitoring, competitor tracking and lead generation from social conversations - especially on Reddit, X and LinkedIn. |
Veltrix vs Statable Analytics Veltrix vs Databox Veltrix vs Mentionmind
Key features
Ask anything, source-backed
Ask plain-language questions about your business and get answers drawn from your actual connected data, with the exact reports behind every answer.
Connected business data
Connect supported accounting, commerce and CRM tools, or import files, for analysis in one workspace.
Business Health Check
Every login surfaces what matters: high spend, slow collections, duplicate charges, bills slipping past 70 days and numbers that do not add up.
One-click AI dashboards
Turn any answer - ad spend vs revenue, cash by quarter, top customers - into a saved dashboard.
Shared with your accountant
A private workspace you and your advisor share, with an AI answer audit trail and full control over what connects and who sees it.
Read-only by design
A copilot, not an agent: Veltrix can never change your books, move money or act on its own, and any source disconnects in one click.
Key benefits
- Answers can be checked against source reports through the AI answer audit trail.
- A shared workspace lets owners and accountants examine the same connected business information.
- Read-only connections and instant disconnect keep you in control of client data.
Pricing
Paid Subscription$4914-day trial
Solo
Starter
$49 /mo
- 500 AI units/month
- 10 Deep Thinking analyses/month
- standard AI chat
- up to 3 data source integrations
- 5 saved AI dashboards
- 10 uploaded files
- fast email and chat support. 14-day free trial.
Team
Core
$99 /mo
- 1
- 000 AI units/month
- 50 Deep Thinking analyses/month
- higher team chat usage
- up to 5 users
- up to 5 data sources
- 10 saved dashboards
- 20 uploaded files. 14-day free trial.
Team
Pro
$199 /mo
- 1
- 500 AI units/month
- 150 Deep Thinking analyses/month
- high-volume chat
- up to 10 users
- unlimited data source integrations
- multi-workspace management
- up to 50 saved dashboards
- 50 uploaded files
- priority support. 14-day free trial.
Enterprise
Enterprise
Custom /mo
- Custom setup for larger teams and client portfolios: advanced permissions
- multiple workspaces
- custom data sources
- onboarding and dedicated support.
Pros & Cons
Pros
- Source-backed answers with an audit trail - no black-box AI numbers.
- Read-only connections keep analysis separate from edits to source systems.
- Supports common accounting, commerce and CRM data sources.
- 14-day free trial on every plan; change or cancel anytime.
Cons
- AI unit caps per tier may constrain heavy users.
- No permanent free plan after the trial.
- Useful analysis depends on the coverage and quality of the connected source data.
Screenshots & media
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Frequently asked questions
Is Veltrix free?
Veltrix offers a 14-day free trial on every plan. After that, Starter is $49/mo, Core $99/mo and Pro $199/mo, with custom Enterprise pricing. You can upgrade, downgrade or cancel anytime.
Which tools does Veltrix connect to?
The official pricing page lists QuickBooks, Xero, Square, HubSpot, Shopify, Google Workspace, Microsoft 365, Google Drive and uploaded files. Connections are read-only; the number of data sources depends on the plan.
Can Veltrix change my books or move money?
No. Veltrix is a copilot, not an agent: it connects read-only, can never change your books or source tools, and any source can be disconnected from settings at any time.
What are AI units?
AI units are consumed when Veltrix does AI work for you, such as answering questions, creating dashboards or customizing reports. Starter includes 500/month, Core 1,000 and Pro 1,500.
Who is behind Veltrix?
Veltrix AI was co-founded by CEO Manfred Swarovski (MBA, University of San Diego) and CTO Mykola Svystun (formerly engineering manager at Hitachi). The team is fully remote across the US and Europe.