What is Veltrix AI?
Veltrix AI is the intelligent platform designed to transform static financial statements, reports, and spreadsheets into dynamic, actionable dashboards. It solves the critical problem of slow, manual data parsing by leveraging advanced AI to instantly extract meaningful metrics and visualizations. Teams across finance, operations, and executive leadership can now uncover crucial insights and achieve data-driven decisions in record time, without requiring specialized technical skills or complex coding.
Key Features
Veltrix AI delivers a unique blend of analytical power and accessibility, moving you from raw data to immediate clarity.
💬 Conversational Data Query
Ask questions in plain language—such as “What were our sales last quarter?” or “Show me the variance in expenses year-over-year”—and receive instant, visualized answers. This capability allows you to chat directly with your files, sources, and metrics, eliminating the need for code, complex clicks, or waiting on data analysts to generate ad-hoc reports.
⚡ Instant Dashboard Generation
Upload your reports (PDFs, spreadsheets, or synced feeds) and watch Veltrix auto-generate visual dashboards complete with interactive charts, key performance indicators (KPIs), and summarized insights. This process ensures zero setup time, transforming chaos into clarity in seconds and providing a baseline for immediate performance tracking.
📊 Multi-Document Intelligence
Effortlessly analyze, compare, and combine data from multiple files or sources at once. Whether you upload bulk reports or sync live financial feeds, Veltrix AI allows you to drill down into combined metrics and compare performance across different entities or periods without the manual effort of consolidating spreadsheets.
🔒 Secure & Scalable Enterprise Infrastructure
Veltrix is built on enterprise-grade infrastructure, ensuring your financial data remains secure and accessible. Features include robust encryption, comprehensive audit logs, and role-based access controls, allowing teams of all sizes to scale their data intelligence confidently.
Use Cases
Veltrix AI enables teams to bypass traditional bottlenecks, making sophisticated data analysis a routine part of daily workflow.
1. Accelerating Quarterly Financial Reviews An executive team needs to analyze the financial performance of three distinct subsidiaries simultaneously for a quarterly review. Instead of manually consolidating three separate financial statements into a single spreadsheet, the user uploads all three PDF reports into Veltrix. The AI immediately extracts the relevant P&L and Balance Sheet metrics, generating a combined dashboard that allows the team to compare key KPIs and identify performance variances in minutes.
2. Custom Metric Tracking for Operations Teams An operational manager needs to track a highly specific, customized metric (e.g., "Gross Margin excluding non-recurring overhead"). Using the AI Chat feature, they simply define the metric in plain text. Veltrix automatically understands the context, pulls the necessary data points, and visualizes the custom metric’s trend over the last 12 months, allowing the manager to track internal efficiency without requiring IT or BI tool expertise.
Why Choose Veltrix AI?
Veltrix is specifically engineered for speed, clarity, and accessibility, offering a fundamentally smarter approach to financial data analysis compared to traditional BI tools that require extensive setup and coding expertise.
Speed and Efficiency: Veltrix enables 4x faster decision-making by moving directly from raw input (like a static PDF) to an interactive, insightful dashboard in seconds, eliminating manual parsing and complex data modeling steps.
No-Code Conversational Analysis: Unlike standard BI tools that require technical skills for deep dives, Veltrix allows any user to filter, export, and drill down into reports simply by asking questions in plain language.
Focus on Financial Data: The AI engine is designed to intelligently read, understand, and extract meaningful data from common financial documents (statements, reports, spreadsheets), providing high-quality analysis and highlighting what truly matters.
Conclusion
Veltrix AI redefines how your team interacts with critical financial data, replacing static, hard-to-analyze reports with dynamic, conversational intelligence. Stop spending hours on manual parsing and setup, and start making informed, data-driven decisions faster than ever before.
More information on Veltrix AI
Launched
2018-09
Pricing Model
Free Trial
Starting Price
Global Rank
Follow
Month Visit
<5k
Tech used
Veltrix AI was manually vetted by our editorial team and was first featured on 2025-11-07.
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