Veltrix

Meet Veltrix

Veltrix analyzes business information from connected tools and uploaded documents to identify risks, strengths, and possible improvements. Its business health check can combine store, accounting, payment, and marketing records, with integrations including QuickBooks, Xero, Shopify, Square, and HubSpot. Users can also supply PDFs, spreadsheets, or CSV files.

Findings explain what changed, why it may matter, and a suggested next step, with source information available for further inspection. Accountants can work with separate client workspaces and controlled access. Connections are described as read-only, so the service analyzes records without editing them in the original tools. Its recommendations depend on the completeness and accuracy of the supplied data.