Reviewed by Amit KumarVeltrix is an AI finance copilot for business owners, founders, bookkeepers and advisors. It connects read-only to tools like QuickBooks, Xero, Square, HubSpot and Shopify, then answers plain-English questions from your real books, with the report behind each number. Plans start at $49 a month (Starter) after a 14-day free trial, checked on the vendor site on 2 October 2026.
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Veltrix Review: Pricing, Free Trial and Limits
Read-only AI copilot for questions about your books
Quick verdict
The price ladder is clear ($49, $99, $199, then custom), and the vendor is upfront that this is a copilot, not an agent, so it can see your data but cannot change books or move money. The catch is that there is no permanent free plan, just the 14-day trial. Starter is also capped at three data sources and 500 AI units a month, and the smart alerts the marketing mentions are described as coming soon.
Best forBookkeepers prepping for closeFounders tracking cash and burnAdvisors with client workspaces
How we reviewed Veltrix
We read the Veltrix homepage, pricing page and solutions FAQ that day.
Every Veltrix plan, price and limit in this review comes from Veltrix's own pages, checked on , and links to the page it came from. A review cannot be bought. How these reviews are written
On this page
Veltrix at a glance
Veltrix sits between your accounting stack and the questions you ask every week: cash, spend, collections, and what changed. The pitch is that you get answers without building dashboards by hand. Starter includes 500 AI units a month and up to three data sources; Core and Pro raise seats, units and integrations.
What Veltrix does
On the Veltrix homepage, the product is positioned as the finance copilot you and your accountant share. You connect QuickBooks, Xero, Square, HubSpot, Shopify, Google Workspace, Microsoft 365 or Google Drive (plus uploaded files), then ask questions such as how the business is doing this month. Answers are meant to come only from connected data, with an audit trail back to the underlying reports.
The vendor lists a business health view on login (high spend, slow collections, odd numbers), one-click save of an answer as a dashboard, and automatic checks for duplicates, mismatches and bills past roughly 70 days. The solutions and FAQ page stresses that Veltrix does not close the books or post entries: you still close in QuickBooks or Xero. Smart alerts by email, phone and Slack are described as coming soon, so do not buy for them yet.
Audience pages call out bookkeepers and finance managers (shared workspace, first-pass flags before close), CFOs and advisors (per-client private workspaces), operators (a daily health check) and founders (runway, burn and board-ready views). Disconnecting a source stops new pulls immediately, per the homepage privacy copy checked 2 October 2026.
Who Veltrix is for, and who should skip it
A good fit if you already run books in QuickBooks or Xero (or payments in Square, CRM in HubSpot, a store in Shopify) and want a shared, read-only place to ask “why did revenue move?” without exporting CSVs into a general chatbot. Advisors who want each client in a private workspace will look at Core or Pro for seats and multi-workspace limits.
Skip it if you need an agent that posts journal entries or moves money, you only want a forever-free tool, or your stack is not among the listed connectors. There is no permanent free plan on the pricing page, only a 14-day trial before Starter, Core, Pro or Enterprise. If your job is AI-search brand monitoring or help-center search, the tools in the comparison below fit better.
How much does Veltrix cost?
All listed paid plans show “Try Free for 14 Days.” AI units are consumed when Veltrix answers questions, creates dashboards or customizes reports, per the pricing FAQ. Shared inclusions: official secure app connections, read-only analysis (it does not change source systems), the AI answer audit trail, a private workspace, Google Drive and file import, and disconnect anytime.
USD, checked 2 October 2026, from the Veltrix pricing page
| Plan | Price (USD) | What you get | Where the tier stops |
|---|---|---|---|
| Trial | $0 for 14 days | Connect tools, ask questions on real data before the first paid month (pricing FAQ). | Ends after 14 days unless you subscribe. Not a forever-free plan. |
| Starter | $49/month | 500 AI units/month; 10 Deep Thinking analyses/month; standard AI chat; up to 3 data source integrations; 5 saved AI dashboards; 10 uploaded files; email/chat support. | Three integrations; 500 units; no multi-user seat count called out on the Starter card. |
| Core (Team) | $99/month | Everything in Starter, plus 1,000 AI units/month; 50 Deep Thinking analyses; higher chat usage; up to 5 users; up to 5 data sources; 20 uploaded files; 10 saved dashboards. | Five users and five sources; not unlimited integrations or multi-workspace management. |
| Pro (Team) | $199/month | 1,500 AI units/month; 150 Deep Thinking analyses; high-volume chat; up to 10 users; unlimited data source integrations; multi-workspace management; up to 50 saved dashboards; 50 uploaded files; priority support. | Still below Enterprise custom portfolios; confirm client-portfolio needs with sales if you outgrow Pro. |
| Enterprise | Custom | Advanced permissions, multiple workspaces, client portfolios, custom data sources, onboarding, dedicated support (request a consultation). | “Custom” pricing: no fixed monthly number on the public card. |
Doubling from $49 to $99 buys twice the AI units, five times the Deep Thinking analyses and five users, which makes Core the better value if more than one person will ask questions. You can upgrade, downgrade or cancel from account settings anytime, per the pricing FAQ checked 2 October 2026.
Is Veltrix free?
Not permanently. There is a 14-day free trial on every listed paid plan, and no forever-free plan on the public pricing page. After the trial you pick Starter, Core or Pro, or talk to sales for Enterprise.
Data safety and billing notes
Homepage and pricing FAQ language is consistent: Veltrix analyzes inside a private workspace, stays read-only on source systems, and lets you disconnect anytime. Read the vendor privacy policy and terms before connecting production QuickBooks or client portfolios.
This review records what veltrix.com/pricing and related pages showed on 2 October 2026. USD amounts, AI unit definitions and connector lists can change, so re-open those URLs before you subscribe. Veltrix also appeared on Product Hunt on 2 October 2026 as an AI finance copilot for e-commerce and operators.
How Veltrix compares with other tools reviewed here
- Okara: AI CMO agents for SEO, GEO and social drafts (free strategy tier; Lite $129 a month, Pro $249 a month, per our review checked 29 September 2026). Choose Okara when the job is marketing content and channel agents; choose Veltrix for finance and ops questions on connected books.
- CrawlRaven: turns Search Console and GA4 signals into an SEO to-do list your agent can read. Free forever for basic GSC insights on one site; lifetime licenses from $39 (our check, 30 September 2026). CrawlRaven is SEO tasking; Veltrix is finance Q&A on accounting and commerce data.
- Omnia: GEO and AI-search visibility with Omnio drafting citation work (Growth from €79 a month, 14-day trial; our review, 2 October 2026). Omnia tracks how AI engines talk about your brand; Veltrix tracks what your own books say about cash and revenue.
Also worth a look is Chat.sh, an AI help center with citations. Browse the finance category or data and analytics for more.
Veltrix screenshots
More of Veltrix's own website, captured . Each caption says which page it shows.
Veltrix pros and cons
Pros
- Clear USD ladder of $49, $99 and $199 a month, with a 14-day trial on the pricing cards
- Read-only copilot positioning: it cannot change books or move money
- Connector list covers the common small-business finance and commerce stack
- Shared owner and advisor workspace, with private workspaces per client on higher plans
- Upgrade, downgrade or cancel anytime per the pricing FAQ
- AI units and Deep Thinking limits are published per plan
Cons
- No forever-free plan: a 14-day trial, then a paid USD subscription
- Starter is capped at three data sources and 500 AI units a month
- Enterprise is custom, with no public monthly price
- Slack, email and phone smart alerts are described as coming soon, not confirmed as shipping
The bottom line on Veltrix
Best for
- Bookkeepers prepping for close
- Founders tracking cash and burn
- Advisors with client workspaces
Not the right fit? Compare
Facts checked
Visit VeltrixVeltrix FAQ
Is Veltrix free?
Only as a trial. The paid plans carry a 14-day free trial (“Try Free for 14 Days” on veltrix.com/pricing, checked 2 October 2026), and there is no forever-free plan on the public pricing page.
How much does Veltrix cost?
Checked 2 October 2026 on veltrix.com/pricing: Starter $49 a month (500 AI units), Core $99 a month (1,000 units, up to 5 users), Pro $199 a month (1,500 units, up to 10 users, unlimited integrations), and Enterprise custom.
What is Veltrix used for?
Owners, founders, bookkeepers and advisors ask plain-English questions against connected accounting, payments, CRM and commerce data, save answers as dashboards, and flag duplicates or slow collections before meetings.
Which tools does Veltrix connect to?
The pricing FAQ lists QuickBooks, Xero, Square, HubSpot, Shopify, Google Workspace, Microsoft 365, Google Drive and uploaded files (checked 2 October 2026).
Is Veltrix read-only?
Yes, per the vendor: it is a copilot, not an agent. It analyzes connected data and cites sources, but it is described as never changing books or moving money.
Will Veltrix replace my bookkeeper?
The vendor FAQ says no. It speeds up first-pass understanding and flags issues, but you still close in QuickBooks or Xero.
Alternatives to Veltrix
LeaklyFree plan + paid upgradesConversion audit that ranks page fixes with evidence
CrawlRavenFree plan + paid upgradesSearch Console and GA4 turned into a ranked SEO plan
Customer Service AI for EtsyFree plan + paid upgradesAI drafts for Etsy buyer messages in the reply box
EdgeeFree plan + paid upgradesGateway that routes, compresses and meters agent tokens
FlexQueriesFree plan + paid upgradesPay-as-you-go SEO research and AI search visibility
Reviewed by
Amit Kumar
Full Stack AI Strategist
Amit Kumar runs MPAT, where he reviews AI tools and writes its guides. When he covers a tool he checks its pricing, credits and plan limits against the vendor's own pages, so readers know what a plan includes before they pay. He also leads the site's SEO and AI-focused content strategy.
