VeltrixVeltrix AI
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Related Products
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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.
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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
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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
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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
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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.
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Audience
All businesses using cloud accounting software/systems like Xero, Quickbooks Online (QBO)
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
$49 /month
Free Version
Not Supported
Free Trial
Supported
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Pricing
Free
Free for finance/accounting users
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationVeltrix AI
Founded: 2024
United States
veltrix.com
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Company InformationVizii
Founded: 2022
Canada
vizii.com
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Categories |
Categories |
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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
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Integrations
QuickBooks Online
Supported
Xero
Supported
HubSpot CRM
Supported
Square Payments
Supported
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Integrations
QuickBooks Online
Supported
Xero
Supported
HubSpot CRM
Not Supported
Square Payments
Not Supported
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