Compiled 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/month (Starter) after a 14-day free trial. Checked on the vendor site on 2026-10-02.
Veltrix sits between your accounting stack and the questions you ask every week—cash, spend, collections, and what changed—without building dashboards by hand. Starter includes 500 AI units/month and up to three data sources; Core and Pro raise seats, units, and integrations. The vendor frames it as a copilot, not an agent: it can see your data but cannot change books or move money. This MPAT listing is compiled from the Veltrix homepage, pricing page, and solutions FAQ—not a hands-on review.
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 supposed to come only from connected data, with an audit trail back to the underlying reports.
Vendor surfaces include 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 / 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, not as shipping features to rely on yet.
Audience pages call out bookkeepers and finance managers (shared workspace, first-pass flags before close), CFOs and advisors (per-client private workspaces), operators (daily health check), and founders (runway, burn, board-ready views). Disconnecting a source stops new pulls immediately, per the homepage privacy copy checked 2026-10-02.
Who it is for / who should skip it
Good fit if you already run books in QuickBooks or Xero (or payments in Square / CRM in HubSpot / 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 BI 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, other MPAT launches today fit better than a finance copilot.
Plans and prices
| 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; single-operator style usage (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 / five sources; still 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—scope and rate not listed as a fixed monthly number on the public card. |
USD, checked 2026-10-02, from the Veltrix pricing page. All listed paid plans show “Try Free for 14 Days.” Shared inclusions: official secure app connections, read-only analysis (does not change source systems), AI answer audit trail, private workspace, Google Drive/file import, disconnect anytime. AI units are consumed when Veltrix answers questions, creates dashboards, or customizes reports, per the pricing FAQ.
How it compares to tools already on MPAT
Veltrix launched on the MPAT evening board for editors comparing business-data copilots. Closest live listings:
- Okara — AI CMO agents for SEO, GEO, and social drafts (free strategy tier; Lite $129/mo, Pro $249/mo on MPAT, checked Sep 29, 2026). Choose Okara when the job is marketing content and channel agents; choose Veltrix when the job is finance and ops questions on connected books.
- CrawlRaven — turns Search Console / 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 (MPAT check Sep 30, 2026). CrawlRaven is SEO tasking; Veltrix is finance Q&A on accounting and commerce data.
- Omnia — GEO / AI-search visibility with Omnio drafting citation work (Growth from €79/mo, 14-day trial; MPAT afternoon 2026-10-02). Omnia tracks how AI engines talk about your brand; Veltrix tracks what your own books say about cash and revenue.
Also on today’s board: Chat.sh (AI help center with citations). Browse Finance tools on MPAT, Data & Analytics, or return to the homepage launch board.
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. Review the vendor privacy policy and terms before connecting production QuickBooks or client portfolios. You can upgrade, downgrade, or cancel from account settings anytime, per the pricing FAQ checked 2026-10-02.
This page records what veltrix.com/pricing and related pages showed on 2026-10-02. Re-open those URLs before you subscribe; USD amounts, AI unit definitions, and connector lists can change. Veltrix also appeared on Product Hunt on 2026-10-02 as an AI finance copilot for e-commerce and operators.
Is Veltrix free?
There is a 14-day free trial on every listed paid plan (“Try Free for 14 Days” on the pricing cards, checked 2026-10-02). There is no forever-free production plan on the public pricing page. After the trial you pick Starter, Core, Pro, or talk to sales for Enterprise.
How much does Veltrix cost?
Checked 2026-10-02 on the Veltrix pricing page: Starter $49/month, Core $99/month, Pro $199/month, Enterprise custom. Starter includes 500 AI units/month; Core 1,000; Pro 1,500. Cancel or change plans anytime per the FAQ.
What is Veltrix used for?
Owners, founders, bookkeepers, and advisors use it to ask plain-English questions against connected accounting, payments, CRM, and commerce data—then save useful answers as dashboards and catch 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, with more integrations described as coming soon (checked 2026-10-02).
Is Veltrix read-only?
Yes, per vendor copy: it is a copilot, not an agent. It can analyze connected data and cite sources but is described as never changing books, CRM, payments, or files, and never moving money on its own.
Will Veltrix replace my bookkeeper?
The vendor FAQ says no. Veltrix is meant to speed first-pass understanding between advisor conversations and to surface issues before close; you still close in QuickBooks or Xero.
