
Veltrix builds AI software for accountants, bookkeepers, CPAs, and fractional CFOs. Our focus is helping finance professionals understand each client’s business faster, find where attention is needed or where the business could improve, and give clients better answers without manually piecing together data from different systems. Veltrix is designed specifically for financial and business analysis, with source-backed answers, read-only connections, and separate client workspaces that keep accountants in control of the work.