Veltrix AI - AI finance copilot for cash flow, margins, and growth
by•
Veltrix AI gives founders and finance teams instant clarity on cash flow, profitability, burn, and business performance. Connect QuickBooks, Xero, Shopify, Square, and HubSpot, then ask finance questions in plain English to get source-backed answers, anomalies, and recommended next steps. Replace spreadsheet chaos and static dashboards with real-time financial intelligence built to help you make faster, smarter business decisions.
Replies
Amazing product by an amazing team!!!
@pascal_weinberger Thank you, Pascal! I appreciate the support!
Love the combination of AI recommendations and actionable next steps, it feels like a real co-pilot for decision-making.
@marianna_tymchuk Thank you, Marianna! Glad you like it!
This is useful. Does Veltrix flag discrepancies between your books and what your tools report?
@dhiraj_patel5 Yes, exactly! Thank you for the support, Dhiraj!
Proud of my team. Watching every part of the company move in the same direction at the same time was the part I won't forget.
To the people who asked the hard questions in the comments — Xero specifics, multi-entity, what's missing — you're the reason the next version will be better.
Thank you to everyone who supported!
@mykola_svystun Thank you, Mykola! Glad to have you on the team!
Hi! Congrats!
This looks useful for small teams. Can Veltrix highlight trends over time, like spotting a gradual drop in cash flow before it becomes critical?
@alexkhlystova Thank you, Oleksandra! Yes, Veltrix proactively surfaces your data to alert highlight any critical changes in cash.
Congrats! Interesting tool. How does it handle multiple currencies or international accounts? Will it consolidate cash flow across regions automatically?
@dima_kulaksyz Thank you, Dima! It all depends on what setup you have in your sources. Veltrix will use and analyze everything you have connected consolidating multiple currencies and accounts. We do recommend to have one workspace dedicated to one location or business, and switch between others.
Congrats on the launch!
@oksana_ch Thank you, Oksana!
Congrats on the launch! How different your product is from asking Claude (with its library of connectors and MCPs) to do finance stuff?
@nikitaeverywhere Thank you, Nikita! That is a great question. What I would say is different:
- We're using a set of different models, each for the things they do best.
- We're proactively surfacing your data even before you ask or know what to ask to show you what's going on, what needs your attention and what to do about it.
- We built it specifically for small businesses: it takes a minute to set up, you don't need to know what is MCP, and you just focus on what matters most - your financials.
- We have specific systems in place to accurately save, ingest, query and analyze any data source in real time.
- Lastly, you can connect all your sources in your private workspace, including the integrations Claude currently doesn't support.
Let me know if you have any other questions! Thank you for the support!