Veltrix AI - AI finance copilot for cash flow, margins, and growth

Hey Product Hunt 👋

We built Veltrix AI because most business owners still don’t get answers from their financial data fast enough to act on them.

• Your sales data lives in Shopify or Square. 

• Your accounting sits in QuickBooks or Xero. 

• CRM and marketing data lives somewhere else. 

By the time someone exports CSVs, builds dashboards, or sends monthly reports, the moment to make a decision has already passed.

Veltrix changes that.

Veltrix AI is an AI finance copilot that connects directly to the tools businesses already use QuickBooks, Xero, Shopify, Square, HubSpot, and more and turns raw financial and operational data into plain-English answers, insights, alerts, and recommended next steps.

Instead of digging through spreadsheets or building dashboards, you can ask questions like:

• “Can we afford to hire another salesperson?”
• “Why is cash flow tighter this month?”
• “Which customers are paying late?”
• “Are our ad campaigns actually profitable?”
• “What vendors increased spend unexpectedly?”

…and Veltrix answers instantly using your real business data.

What makes Veltrix different from traditional BI tools or AI data analysts?

Most analytics tools still expect you to:

• Know SQL

• Build dashboards

• Create formulas

• Understand financial modeling

• Hire analysts to interpret reports

Veltrix is designed for operators, founders, and finance teams who need answers, not more dashboards.

Here’s what Veltrix does for you instead:

📊 Gives clear answers from your actual business finances

💡 Surfaces proactive insights before you know what to ask

⚠️ Flags unusual changes and problems

📈 Creates automated AI powered dashboards and reports

✅ Shows next steps you can act on

🔎 Shows what each answer is based on

Who is Veltrix for?

• Founders & CEOs who want a live pulse on the business

• Finance teams that need faster reporting and analysis

• Agencies & ecommerce brands tracking profitability

• SMB owners without dedicated data teams

• Operators managing cash flow and growth decisions

We also built Veltrix with privacy and control in mind:

• Read-only connections

• Private workspaces

• No selling customer data

• Disconnect anytime

🎁 Exclusive for Product Hunt:

Use code HUNTVLTRX26 for 2 free months of the Starter plan.

Try Veltrix and ask your toughest business question. I’ll be in the comments all day.

I'm so excited to share this new version of the product! We worked so much, and it is such an amazing feeling seeing the product that is truly useful to owners, founders, bookkeepers, finance specialists and advisors. Lots of early feedback we've got was so rewarding. Now, I'm happy Product Hunt community gets to see the new Veltrix too:) The team is here in the comments all day - share your thoughts, comments, questions, feedback. Thank you all for the support!

How long does it take to process my business data before actually interacting with it?

Most finance copilots I've seen are good at surfacing numbers you already have and bad at the part that actually matters: flagging when a trend is about to become a problem rather than explaining one that already happened. Curious whether Veltrix is doing anything genuinely predictive on cash flow timing, or whether the "copilot" framing mostly means natural language queries over your existing data. Also wondering which data sources you connect to out of the box, specifically whether it handles messier inputs like a mix of Stripe, QuickBooks, and manual CSV exports without a lot of cleanup work on the user's end.

I'm thrilled to finally get this version of the product out there! We've been working hard to bring a real value to people, especially those that are struggling with getting clarity on businesses they are running! I truly believe this will help a lot! Congrats to everyone!

I’m really happy to be part of this product!

Veltrix makes it incredibly easy to get fast and accurate answers from my integrations and uploaded files. What I especially like is how it helps make financial data easier to understand by providing clear explanations, not just numbers.

Beyond answering questions, it also surfaces valuable insights and highlights areas that may need attention or improvement. It’s a great way to stay on top of business performance without spending hours digging through reports and dashboards.

Congratulations to the entire team on the launch!

The excitement today is so real!
We’ve been counting down the minutes to bring this new version of Veltrix to the Product Hunt community. We built this product because managing business finances shouldn't give anyone a headache, and this major update makes it smoother than ever. Having it out here in the open today is an amazing milestone for us. Drop any questions or feedback below, the whole team is fired up and ready to chat! 🙌

So excited to finally share this with you all!
As a developer, it feels great to see new version of Veltrix finally out here today. We worked hard to make it easy to connect your tools and get clear answers from your data, not just numbers. What I like most is how simple it makes things for people who are not data experts.
Can't wait to see how people use it!

Dashboard fatigue is a very real thing...
love the concept of just getting straight answers. Quick question - when I connect QuickBooks, how far back does the data history go for Veltrix to analyze? And are you guys thinking about a mobile app or WhatsApp integration for quick questions on the go? Upvoted!

Two years of work goes live today — Veltrix is on Product Hunt Here!

I work on integration development and support! The part I'm proudest of: you ask a question about your business in normal language, and it answers with the actual numbers — no exports, no dashboards.