Veltrix

Veltrix

Veltrix AI
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About

Get used to generate reports and refresh data feeds from Xero and QuickBooks Online. This approach allows accountants and business owners who love data, to keep using their personally customised Excel based reporting packs. By acting as an effective platform through which data can be transferred from a spreadsheet to Xero and QuickBooks, with a single click, together with your spreadsheet as a supporting attachment, whether its a journal, an invoice, a bill, a purchase order or a bank transaction. Extend the cloud capabilities to your spreadsheet and keep using your reporting pack. No need to train your staff in other reporting packs - nothing beats Excel! Faster generation of reports applied across all your clients - reduce your costs and engage with new clients moving to the cloud. Invest in a robust reporting pack for your practice or a consolidation model for a group of companies and populate the values with a refresh using DataDear.

About

Veltrix is a private AI business advisor for business owners. It connects tools like QuickBooks, HubSpot, Square, Xero, Shopify, Google Drive, then helps owners understand real-time business data, get clear answers, smart alerts, dashboards, and next steps.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Accountant solution for businesses

Audience

Business owners, founders, and small-to-medium-sized businesses (SMBs) seeking AI-powered insights and decision support from their operational, financial, and customer data.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$35 per month
Free Version
Free Trial

Pricing

$49 /month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DataDear
Malta
www.datadear.com

Company Information

Veltrix AI
Founded: 2024
United States
veltrix.com

Alternatives

Alternatives

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Categories

Categories

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Integrations

QuickBooks Online
Xero
HubSpot CRM
Square Payments

Integrations

QuickBooks Online
Xero
HubSpot CRM
Square Payments
Claim DataDear and update features and information
Claim DataDear and update features and information
Claim Veltrix and update features and information
Claim Veltrix and update features and information