Veltrix AI

Business intelligence, finally made simple

4.9•10 reviews•

88 followers

Business intelligence, finally made simple

4.9•10 reviews•

88 followers

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Data visualization tools

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Business intelligence software

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AI Data Scientist

The future of business intelligence is instant and visual. Veltrix lets you visualize & talk to your financial data. Unify QuickBooks, Google Drive, company files & more to ask about any KPIs and domain-specific metrics for clear real-time interactive visuals.

Veltrix AI Reviews

The community submitted 10 reviews to tell us what they like about Veltrix AI, what Veltrix AI can do better, and more.

4.9

Based on 10 reviews

Review Veltrix AI?

Pros

dashboard generation (6)

ai chat (5)

handling complex data (4)

simple interface (4)

data upload (2)

Cons

faster file upload (3)

Pros

Cons

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•1 review

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.

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11 views2mo ago

•1 review

What's great

What needs improvement

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

vs Alternatives

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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11 views2mo ago

•1 review

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.

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Reliability

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6 views2mo ago

•2 reviews

What's great

dashboard generation (6)

I’ve been playing around with my own data, and the first dashboard is done. The big win for me is how quickly I could pull out real insights - it’s way faster than trying to figure them out without a tool like this.

Overall, solid progress. I’m especially liking the ability to chat with each extracted value on its own - that’s a clever, genuinely useful feature!

What needs improvement

faster data upload (1)

The dashboard setup could use some streamlining. Cutting a couple of steps or merging actions would make it feel snappier.

vs Alternatives

Skips the IT hassle - just upload files and get instant dashboards. Chat directly with any metric to uncover why numbers changed. It cuts hours off analysis, freeing you for real decisions. Scales smoothly as your data grows, no extra cost or drama. Perfect if you want fast, clear financial insights without the BS.

Does it support cohort and revenue analytics out-of-the-box?

Seems so. Depending on the input files I guess.

Was onboarding and documentation clear and sufficient?

Yes. They have a pretty clear guide on how to use the product.

Did Veltrix replace manual spreadsheet workflows effectively?

Definitely! True AI experience. Reduces manual work.

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Reliability

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1 view2mo ago

•10 reviews

What's great

simple interface (4)dashboard generation (6)ai chat (5)handling complex data (4)

Great features! I was surprised how solid it extracted common metrics from the 10K file I uploaded. The information on the dashboard is well-displayed!

What needs improvement

faster file upload (3)more data sources connected (1)

I'd love to connect my Xero or Quickbook accounts so I could upload data directly to it.

vs Alternatives

New product on the market

How seamless was the QuickBooks integration setup?

Currently, they offer Google Drive integration only, which works pretty well.

Does it support cohort and revenue analytics out-of-the-box?

Yes, I asked some analytical questions and I got the results right away!

Was onboarding and documentation clear and sufficient?

Yes, the onboarding/tutorial flow was great!

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1 view2mo ago

•1 review

What's great

dashboard generation (6)ai chat (5)handling complex data (4)

The potential here for analysts and consultants are huge. I've spent hours just creating graphs from raw data for decks. But the ability to query data through a chat interface is really big - especially once you start spanning multiple years (ie, load up multiple 10k's).

What needs improvement

more chart options (1)

Well it's a first release - lots more can be done with visualization.

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1 view2mo ago

•1 review

What's great

Veltrix AI is a modern business analytics tool that pleasantly surprised me with its combination of simplicity and sophistication.

How seamless was the QuickBooks integration setup?

The QuickBooks integration setup was surprisingly seamless. It took only a few minutes from start to finish: Veltrix AI guided the process step-by-step, detected my QuickBooks environment instantly, and synced the initial data without any manual mapping. No complex configuration, no API juggling — just a clean, straightforward connection.

Are role-based permissions easy to configure and audit?

Yes — according to the product description for Veltrix AI, role-based access control (RBAC) and audit-logging capabilities are built in

Can it export visuals and data for board reporting?

Yes — according to the official site of Veltrix AI, exporting visuals and data is supported, which makes it quite suitable for board-reporting use cases.

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1 view2mo ago

•2 reviews

What's great

simple interface (4)dashboard generation (6)ai chat (5)

Really easy to use and navigate throughout the platform!

What needs improvement

more data sources (1)

more connected data sources and chart generation options

vs Alternatives

Straightforward and user friendly interface

Ratings

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1 view2mo ago

•1 review

What's great

I work in alternative finance and traditional banking-finance. This tool is helping me get things organized and straight. It's great! Special thanks to Nazar for turning me on to Veltrix AI!

vs Alternatives

Well, it's a smart tool that makes organization easier for me. Working with clients in this market or that market..then I get my data and submit.. it just is a smart tool that lets me manage time and tasks better.

Does encryption and audit logging meet compliance needs?

Yes

How well do Slack and Notion integrations work?

N/A for me..

Is pricing fair for the features and seats provided?

Yes

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Reliability

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1 view2mo ago

•5 reviews

What's great

simple interface (4)dashboard generation (6)ai chat (5)data upload (2)handling complex data (4)

Veltrix AI is an impressive tool for financial analysis. It brings all your data together and turns complex numbers into clear, interactive visuals. Getting real-time insights has never been this easy or fast — truly the future of BI.

What needs improvement

faster file upload (3)

Ratings

Ease of use

Reliability

Value for money

Customization

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1 view2mo ago

Veltrix AI

Business intelligence, finally made simple

Business intelligence, finally made simple

Veltrix AI Reviews

The community submitted 10 reviews to tell us what they like about Veltrix AI, what Veltrix AI can do better, and more.

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What's great

What needs improvement

vs Alternatives

How stable is performance with large datasets?

Was onboarding and documentation clear and sufficient?

Did Veltrix replace manual spreadsheet workflows effectively?

What's great

What needs improvement

vs Alternatives

How stable is performance with large datasets?

Was onboarding and documentation clear and sufficient?

Did Veltrix replace manual spreadsheet workflows effectively?

What's great

What needs improvement

vs Alternatives

How accurate is the natural-language KPI querying?

Do auto-generated charts match your reporting needs?

Does it support cohort and revenue analytics out-of-the-box?

How stable is performance with large datasets?

What's great

What needs improvement

vs Alternatives

Does it support cohort and revenue analytics out-of-the-box?

Was onboarding and documentation clear and sufficient?

Did Veltrix replace manual spreadsheet workflows effectively?

What's great

What needs improvement

vs Alternatives

How seamless was the QuickBooks integration setup?

Does it support cohort and revenue analytics out-of-the-box?

Was onboarding and documentation clear and sufficient?

What's great

What needs improvement

What's great

How seamless was the QuickBooks integration setup?

Are role-based permissions easy to configure and audit?

Can it export visuals and data for board reporting?

What's great

What needs improvement

vs Alternatives

What's great

vs Alternatives

Does encryption and audit logging meet compliance needs?

How well do Slack and Notion integrations work?

Is pricing fair for the features and seats provided?

What's great

What needs improvement