What's great
I run a small marketing agency and live in Google Sheets hell. Tried Power BI - wasted a weekend on one fragile dashboard. Nope.
Found Veltrix AI. Connected QuickBooks + Drive in 4 mins, asked “LTV vs CAC by channel last 90 days?” - got crisp, clickable charts instantly. Followed up “why the TikTok spike?” and it pulled the exact file. Magic.
It auto-detects our agency KPIs (ROAS, pipeline velocity) without setup. Finally, BI that speaks human.
Manfred, thank you. Grabbing that free setup call now.
10/10 - saved my nights.
What needs improvement
Mobile app - I’m on client calls and need to pull KPIs now, not wait till I’m at my desk. A solid iOS/Android companion would be huge.
vs Alternatives
Choose Veltrix AI because it turns your QuickBooks + Drive mess into instant, plain-English answers - no coding, no waiting. Ask “LTV vs CAC?” and get pro visuals in seconds. It auto-reads your niche KPIs. Perfect for busy founders who hate spreadsheets.
How accurate is the natural-language KPI querying?
I ask the questions about my data and was impressed with accuracy. I just felt it all make sence.
Do auto-generated charts match your reporting needs?
Yes. For sure!
Does it support cohort and revenue analytics out-of-the-box?
Yes. It's like magic, it saved hours of my work.
How stable is performance with large datasets?
It took me under 5 minutes with my 4 files. So I think it is well-done.