Lora Williams

Lora Williams

Talent Acquisition Specialist
4 points
Veltrix AI

What's great

Just launched Veltrix AI and I'm hooked already. As a small biz owner buried in QuickBooks chaos and endless Excel tabs, this thing is a game-changer. Hooked it up to my financials in under 5 minutes, and boom - instant charts that actually make sense and I can ask questions like asked "What's my churn rate looking like this quarter?". No SQL wizardry needed. Love how it pulls in domain stuff like SaaS metrics without me lifting a finger. Manfred's team nailed the "BI for mortals" vibe - feels like chatting with a smart accountant who gets your world. Dropping my vote and grabbing that free setup sesh. If your team's wrestling spreadsheets, try it. 5/5, no cap.

What needs improvement

Add even more metrics. There is never enough metrics :)

vs Alternatives

I've wrestled with tools like Tableau and Power BI for years - great for big teams with coders on speed dial, but a nightmare if you're a solo founder or small biz hustler just trying to make sense of your QuickBooks mess without a PhD in data. That's where Veltrix AI flips the script. It's built for us regular folks drowning in spreadsheets, not the Fortune 500 data wizards.

How stable is performance with large datasets?

It took me under 5 minutes with my 4 files. So I think it is well-done.

Was onboarding and documentation clear and sufficient?

Yes. Easy to get started.

Did Veltrix replace manual spreadsheet workflows effectively?

Definitely! Don't need to drink a bunch of coffee and spending endless hours trying to find what can be improved based on financial data.

Ratings
Ease of use
Reliability
Value for money
Customization
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