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Veltrix AI

Turn raw financial data into smart, interactive dashboards with AI-powered insights.

Veltrix AI screenshot

Category: Business Intelligence

Price Model: Freemium

Audience: Business

Trustpilot Score: N/A

Trustpilot Reviews: N/A

Our Review

Veltrix AI: Transforming Raw Data into Smart Dashboards

Veltrix AI is an AI-powered analytics platform designed to turn static financial data—such as statements, spreadsheets, and reports—into dynamic, interactive dashboards in seconds. It empowers finance teams, startup founders, and entrepreneurs to make faster, smarter decisions without any technical expertise. By leveraging natural language queries, Veltrix enables users to chat with their data, ask questions like "What were sales last quarter?", and instantly receive visualized answers. The platform supports seamless integration with data sources like Google Sheets, QuickBooks, and Xero, and offers a no-code environment for building customized dashboards, analyzing multi-document sets, and extracting meaningful insights. With a focus on speed, scalability, and clarity, Veltrix serves as a single source of truth for organizations of all sizes.

Key Features:

  • AI-Powered Data Analysis: Extracts meaningful insights from financial documents and reports.
  • Chat with Your Data (Q&A): Ask questions in plain language and get instant visualized answers.
  • Instant Dashboards: Automatically generate charts, KPIs, and summaries from raw data.
  • Connect Any Data Source: Integrate structured and unstructured data from spreadsheets, PDFs, APIs, and more.
  • Multi-Document Intelligence: Analyze multiple files simultaneously and compare insights.
  • Customizable Dashboards: Create interactive, branded visualizations with minimal effort.
  • Secure & Scalable Infrastructure: Enterprise-grade security, role-based access, and encryption.
  • Multi-User Collaboration: Enable teams to work together on shared dashboards.
  • Community & Chat Support: Access help and feedback from the Veltrix team.
  • Feature Requests: Contribute to the product’s evolution.

Pricing: Veltrix AI offers a free trial for early access, allowing users to experience the full suite of features without commitment. For teams and organizations, tailored Pro and Enterprise plans are available, with advanced features such as custom integrations, increased data capacity, and priority support.

Conclusion: Veltrix AI is a game-changing tool for anyone seeking to unlock the power of their financial data. By combining AI intelligence with a simple, intuitive interface, it turns complex information into clear, actionable insights—making data-driven decision-making accessible to everyone.

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