Veltrix

Veltrix is a conversational AI analytics platform designed to simplify data analysis for businesses. It allows users to connect data sources or upload documents like PDFs and spreadsheets, and then interact with their data through a simple chat interface. By asking questions in natural language, such as "What were sales last quarter?", users receive immediate answers in the form of charts and reports. The platform automates the process of data parsing, cleaning, and standardization, eliminating the need for manual spreadsheet work and technical skills. Veltrix aims to create a single source of truth for teams, enabling faster, data-driven decisions for startup founders, finance teams, and entrepreneurs.

How to use Veltrix

To use Veltrix, start by connecting your data sources, such as Google Drive, QuickBooks, or Xero, or by uploading your raw data files (e.g., PDFs, spreadsheets, financial reports). Once the data is connected, Veltrix automatically processes and transforms it. You can then interact with the AI through a chat interface. Ask specific questions about your business performance, like ROI on a campaign or current cash flow, in plain English. The AI will instantly generate and display the relevant data visualizations and dashboards. You can further filter, export, and drill down into these reports with a few clicks to gain deeper insights.

Core Features of Veltrix

• Conversational AI Analytics: Ask questions in natural language and get instant, visualized answers.
• Automatic Dashboard Generation: Instantly transforms raw data from PDFs, spreadsheets, and reports into interactive dashboards.
• No-Code Platform: Fully accessible to non-technical users, requiring no coding or complex setup.
• Data Source Integration: Connects with tools like Google Drive, QuickBooks, and Xero to unify data.
• Automated Data Standardization: AI automatically cleans, aligns, and consolidates data from different sources to create a single source of truth.
• Report Customization: Easily filter, export, and drill down into reports for detailed analysis.

Use Cases for Veltrix

Veltrix is ideal for various business scenarios. Startup founders can use it to get quick clarity on profit, cash flow, and runway without manual spreadsheet analysis. Finance teams can unify scattered reports from sales, marketing, and operations to create a single, trusted source of truth for strategic planning and budget reconciliation. Entrepreneurs can analyze marketing campaign ROI, customer churn drivers, and overall business profitability to make informed decisions. It serves any team that needs to move from data debates to decisive action quickly.

Advantages of Veltrix

The main advantage of Veltrix is its simplicity and speed. It eliminates the time-consuming and error-prone process of manual data handling in spreadsheets. By providing a conversational, no-code interface, it democratizes data analysis, allowing anyone on a team to get answers without relying on data analysts. This fosters a data-driven culture, ensures all departments work from the same numbers, and accelerates strategic decision-making by turning complex data into actionable insights within seconds.

Pricing and Plans

Veltrix offers several plans tailored to different needs:

• Explore (Early Access): This plan is free until the next major release. It is designed for individual users and includes AI-powered data analysis, the ability to create smart dashboards, chat with data (Q&A), connect data sources, and receive community support.
• Pro Plan: Marked as 'Coming soon', this plan is for teams and will include advanced AI features, priority data source integrations, customizable dashboards, multi-user collaboration, and increased data capacity.
• Enterprise Plan: A custom plan for large organizations requiring secure deployments, enterprise-grade control, tailored workflows, advanced security, and a dedicated account manager.