Requirements
HubSpot Plan HubSpot Account permissions No HubSpot permissions required. Veltrix AI may request additional permissions while connecting. Access Type Personal Veltrix AI Subscription - Starter, Core, or Pro plans
Overview
1/2 - Veltrix - See your business clearly today
Instant AI analytics for your financial statements and spreadsheets. Veltrix is built to work with apps you already use. Start today by connecting HubSpot and get ready for more integrations soon.
Veltrix AI transforms the way you understand and act on your business data inside HubSpot.
Instead of jumping between tools and spreadsheets, Veltrix connects your HubSpot CRM with your financial and operational data to create a single, real-time source of truth. Ask questions in plain English and get instant, AI-powered answers, dashboards, and actionable insights—no analysts or manual reports required.
With Veltrix, teams can move beyond static reports and finally understand the why behind their numbers—whether it’s revenue changes, marketing performance, or pipeline health
Start with 14 days free trial or by booking a consultation.
Features
AI-powered insights directly from your HubSpot data
Analyze your HubSpot CRM data using natural language. Ask questions about deals, revenue, pipeline performance, or customer behavior—and get instant AI-generated insights without building reports manually.
Combine HubSpot with external data sources
Enrich your HubSpot data by connecting external sources like financial tools, spreadsheets, or internal reports. Get a complete business view by combining CRM and financial data in one place.
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See your business vitals instantly.
Skip complex report builders. Ask questions like: “Why did revenue drop last month?” “Which deals are at risk?” “What’s driving pipeline growth?” Veltrix analyzes your HubSpot data and delivers clear, actionable answers instantly.
Turn HubSpot data into interactive dashboards
Transform your HubSpot data (Deals, Contacts) into visual dashboards in seconds. Veltrix automatically structures and visualizes your data—no setup or custom reports required.
Reviews
Pricing
Starter
$49
/month500 AI Units/month
Fast support
Fast support via email and chat
10 uploaded files
5 saved AI-powered dashboards
Connect up to 3 data source integrations (QuickBooks, Xero, HubSpot, Square, and more)
Standard AI chat usage
10 Deep Thinking analyses/month
Starter
$49
/month500 AI Units/month
Fast support
Fast support via email and chat
10 uploaded files
5 saved AI-powered dashboards
Connect up to 3 data source integrations (QuickBooks, Xero, HubSpot, Square, and more)
Standard AI chat usage
10 Deep Thinking analyses/month
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 05/29/2026
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