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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Equip your business with essential tools to enhance efficiency and gain valuable insights for growth, all available through QuickBooks Online Advanced. Access the critical data you require with reports that are not only customizable but also ready for presentation, while ensuring that your spreadsheets are synchronized for precise business information and tailored insights. Reduce the burden of manual tasks by effortlessly importing and dispatching numerous invoices and expenses simultaneously, and streamline the process of entering and modifying multiple bills and checks within a few simple steps. We prioritize your security by safeguarding your financial details with advanced encryption and robust protective measures. Personalize your workflow by selecting from a range of seamless app integrations specifically designed for QuickBooks Online Advanced, and enhance its capabilities by connecting with top-tier applications like DocuSign, Bill.com, HubSpot, and Salesforce, among others. With these features, you can significantly improve your business operations and drive success more effectively.

Description

Veltrix serves as a confidential AI consultant tailored for entrepreneurs, integrating platforms such as QuickBooks, HubSpot, Square, Xero, Shopify, and Google Drive. It empowers business owners by providing insights into real-time data, delivering concise answers, intelligent notifications, visual dashboards, and actionable recommendations for their next moves. This comprehensive approach ensures that users can make informed decisions to drive their business forward effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

QuickBooks Online Yes 
Square Payments Yes 
CARDZ3N Yes 
Constant Contact Yes 
DaySmart Salon Yes 
EXEMPTAX Yes 
Grow Yes 
Jobber Yes 
Karbon Yes 
Knowify Yes 
Maintenance Care Yes 
Pepperi Yes 
Primaseller Yes 
ReliaBills Yes 
Square Appointments Yes 
Thryv Yes 
TruckLogics Yes 
UniformMarket Yes 
WorkWave Service Yes 
XLReporting Yes 

Integrations

QuickBooks Online Yes 
Square Payments Yes 
CARDZ3N No 
Constant Contact No 
DaySmart Salon No 
EXEMPTAX No 
Grow No 
Jobber No 
Karbon No 
Knowify No 
Maintenance Care No 
Pepperi No 
Primaseller No 
ReliaBills No 
Square Appointments No 
Thryv No 
TruckLogics No 
UniformMarket No 
WorkWave Service No 
XLReporting No 

Pricing Details

$100 per month
Free Trial Yes 
Free Version No 

Pricing Details

$49 /month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Intuit

Founded

1983

Country

United States

Website

quickbooks.intuit.com/online/advanced/

Vendor Details

Company Name

Veltrix AI

Founded

2024

Country

United States

Website

veltrix.com

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency No 
Nonprofits Yes 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management Yes 

Bookkeeping

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
Cash Management Yes 
Collections Yes 
Expense Tracking Yes 
Fixed Asset Management Yes 
General Ledger Yes 
Payroll Yes 
Revenue Recognition Yes 
Spend Management Yes 
Tax Management Yes 

Recurring Billing

Customer Portal No 
Deferred Billing No 
Discount Management No 
Dunning Management No 
Invoice History Yes 
Multi-Currency Yes 
Multi-Period Recurring Billing Yes 
Payment Processing Yes 
Recurring Donations No 
Subscription Billing Yes 

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