
What's great
I’ve been playing around with my own data, and the first dashboard is done. The big win for me is how quickly I could pull out real insights - it’s way faster than trying to figure them out without a tool like this.
Overall, solid progress. I’m especially liking the ability to chat with each extracted value on its own - that’s a clever, genuinely useful feature!
What needs improvement
The dashboard setup could use some streamlining. Cutting a couple of steps or merging actions would make it feel snappier.
vs Alternatives
Skips the IT hassle - just upload files and get instant dashboards. Chat directly with any metric to uncover why numbers changed. It cuts hours off analysis, freeing you for real decisions. Scales smoothly as your data grows, no extra cost or drama. Perfect if you want fast, clear financial insights without the BS.
Does it support cohort and revenue analytics out-of-the-box?
Seems so. Depending on the input files I guess.
Was onboarding and documentation clear and sufficient?
Yes. They have a pretty clear guide on how to use the product.
Did Veltrix replace manual spreadsheet workflows effectively?
Definitely! True AI experience. Reduces manual work.






