Veltrix

Veltrix

Veltrix AI
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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.

About

Stop answering the same finance questions every month. Vizii connects to Xero or QuickBooks in minutes and turns your data into clear, live dashboards — then lets you share exactly the right numbers with the right people. “What did my department spend last month?” “Which suppliers are we paying, and how much?” “Has this invoice been paid?” With Vizii, your team, managers, investors and accountant can answer these themselves. What you get Purchases & sales dashboards: spend, revenue, paid vs outstanding, top suppliers and customers, days to pay Budget vs actual and balance sheet at a glance Filters by tracking category (Xero), class (QuickBooks), account, supplier or customer Branded reports in one click: PDF, PowerPoint or web Secure, read-only sharing: give each person access to only the categories or accounts they need Always up to date: syncs with Xero and QuickBooks, and never changes your accounting data Why accountants and finance teams love Vizii No more export

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Supported

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.

Audience

All businesses using cloud accounting software/systems like Xero, Quickbooks Online (QBO)

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$49 /month
Free Version Not Supported
Free Trial Supported

Pricing

Free
Free for finance/accounting users
Free Version Not Supported
Free Trial Supported

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

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Veltrix AI
Founded: 2024
United States
veltrix.com

Company Information

Vizii
Founded: 2022
Canada
vizii.com

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Categories

AI Agents Supported

Categories

Financial Management Features

Budgeting & Forecasting Supported
Cash Management Not Supported
Consolidation / Roll-Up Not Supported
Currency Management Not Supported
Financial Reporting Supported
Investment Management Not Supported
Project Management Not Supported
Revenue Recognition Supported
Risk Management Not Supported
Tax Management Not Supported

Integrations

QuickBooks Online Supported
Xero Supported
HubSpot CRM Supported
Square Payments Supported

Integrations

QuickBooks Online Supported
Xero Supported
HubSpot CRM Not Supported
Square Payments Not Supported
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