Veltrix AI
AI finance copilot for cash flow, margins, and growth
4.9•10 reviews•131 followers
AI finance copilot for cash flow, margins, and growth
4.9•10 reviews•131 followers
See your whole business in one place. Connect your tools (QuickBooks, HubSpot, and more) in seconds with zero setup. Instead of staring at old reports, ask our AI questions in plain English to find out why revenue changed and what to do next. Understand everything about your business instantly!
This is the 2nd launch from Veltrix AI. View more
Veltrix AI
Launching today
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.
Free Options
Launch Team
Veltrix AI
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.
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.
Veltrix AI
@fberrez1 Hi Florent! Thank you for the support and such a good question! Yes, we've built Veltrix specifically as a copilot which proactively surfaces your data to flag what changed, what looks unusual, any anomalies, any duplicated charges, good/bad trends, and what may need checking. It will show you everything even before you ask a question!
You can connect to QuickBooks, Xero, HubSpot, Shopify, Square out of the box - all using official real-time integrations. We're rolling out more integrations in the next weeks, including Google and Microsoft Workspaces to talk to the data living there.
And lastly - Veltrix can handle messy data perfectly. You can drop any csv, xlsx or pdf - Veltrix will process everything and make it ready for analytics or any your questions. No need to spend time consolidating data - just drop whatever you have.
Give it a try, and let me know what you think. Excited to see your feedback!
How long does it take to process my business data before actually interacting with it?
Veltrix AI
@a_bryant Hi Angela! It's instant for any of the integrations (QuickBooks, Xero, HubSpot, Shopify, and more). We're using official real-time integrations, so the data is ready for the use right away. Moreover, Veltrix will surface all the data first and show you a proactive overview, including any anomalies, duplicates and action items! If your data lives in files or Google Drive, then the data processing will take a minute or so. Please, give it a try and let us know what you think!
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!
Veltrix AI
@sara_spanger Hi Sara! Can't agree more. And we felt dashboard fatigue with our first launch as well. Dashboard can only tell you much, why not just go straight to the answers? Glad you like the concept:)
When you connect to QuickBooks, Veltrix will instantly show you what's happening right now. If you need any historic data or trends - just ask a question. It has a power of directly querying your QuickBooks data, so there is no limit on how far it can go.
And yes! We're already thinking on solutions for Veltrix on the go. Will be announced soon!
Veltrix AI
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!
Veltrix AI
@bohdan_sitar Thank you, Bohdan! It's an amazing feeling indeed. Thanks to all early testers!
Veltrix AI
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! 🙌
Veltrix AI
@_mkcd_ Thank you, Mark! Absolutely, now we can finally say no to 'finance headache'. I'm so proud of Veltrix, a product that can truly help startups, businesses and anyone working with finances. Finally, we can focus on what matters, and not spending time trying to make sense out of numbers.
Veltrix AI
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!
Veltrix AI
@roman_zayac Thank you, Roman! So excited!