Veltrix AI

Business intelligence, finally made simple

★★★★★ 4.9/5 from 10 reviews

What is Veltrix AI?

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.

Pros & Cons

Pros

  • Ai chat
  • Dashboard generation
  • Data upload
  • Handling complex data
  • Simple interface

Cons

  • Faster data upload
  • Faster file upload
  • More chart options
  • More data sources
  • More data sources connected

Tool Details

Categories Data visualization tools, Business intelligence software, AI Data Scientist
Website veltrix.com
Became Popular November 6, 2025
Platforms Web
Social

Recent Reviews (9)

L
Lora Nov 6, 2025
★★★★★

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.

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. Add even more metrics. There is never enough metrics :)
H
Hannah Nov 6, 2025
★★★★★

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.

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. 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.
K
Kostas Nov 6, 2025
★★★★★

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.

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! Dashboard generation The dashboard setup could use some streamlining. Cutting a couple of steps or merging actions would make it feel snappier. Faster data upload
J
Jeffrey Nov 6, 2025
★★★★☆

New product on the market

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! Simple interface Dashboard generation Ai chat Handling complex data I'd love to connect my Xero or Quickbook accounts so I could upload data directly to it. Faster file upload More data sources connected
A
Angela Nov 6, 2025
★★★★★

Straightforward and user friendly interface

Really easy to use and navigate throughout the platform! Simple interface Dashboard generation Ai chat More connected data sources and chart generation options More data sources
B
Brian Nov 8, 2025
★★★★★

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.

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!

Frequently Asked Questions about Veltrix AI

When did Veltrix AI become popular?

Veltrix AI became popular around November 6, 2025.

What are the main advantages of using Veltrix AI?

The top advantages of Veltrix AI include: ai chat, dashboard generation, data upload, handling complex data, simple interface.

What are the disadvantages of Veltrix AI?

Some reported disadvantages of Veltrix AI include: faster data upload, faster file upload, more chart options, more data sources, more data sources connected.

What is Veltrix AI's overall user rating?

Veltrix AI has an overall rating of 4.9/5 based on 10 user reviews.

What type of tool is Veltrix AI?

Veltrix AI belongs to the following categories: Data visualization tools, Business intelligence software, AI Data Scientist.

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Keywords

Analysis Depth Analytics Customization Data Accuracy Data Ingestion Efficiency Gains Integrations Onboarding Performance Pricing Reporting Scalability Security & Access Security & Compliance Support Team Impact User Experience Visualization Quality Workflow Integration

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