Veltrix AI: AI finance copilot for money waft, margins, and enlargement

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I run a small advertising company and reside in Google Sheets hell. Attempted Energy BI – wasted a weekend on one fragile dashboard. Nope.

Discovered Veltrix AI. Attached QuickBooks + Power in 4 minutes, requested “LTV vs CAC by way of channel ultimate 90 days?” – were given crisp, clickable charts right away. Adopted up “why the TikTok spike?” and it pulled the precise report. Magic.

It auto-detects our company KPIs (ROAS, pipeline speed) with out setup. In any case, BI that speaks human.

Manfred, thanks. Grabbing that loose setup name now.

10/10 – stored my nights.


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