Reviewers largely see Veltrix AI as an easy, fast way to turn messy financial files into useful dashboards and plain-English answers. Several say setup is quick, charting feels intuitive, and the chat interface helps analysts, consultants, and small business owners pull insights from uploads like 10-Ks, QuickBooks, Drive, and spreadsheets without heavy BI work. The main caveat is breadth and polish: users want more data connectors, more chart and metric options, a smoother dashboard setup, better visualization depth, and a mobile app.
Oh, I like the product idea! How do you manage issues with access to different files on different platforms? Is there an option to differentiate rights of access for different roles of users?
@michael_vavilov Thank you! At the moment, we’ve implemented user-based access rights, so each user’s data and files are securely isolated.
Our next step is to extend this into a full organization and team structure — with role-based permissions, shared workspaces, and flexible collaboration controls. This will be powered by a multi-tenant architecture, allowing seamless scaling and secure separation between teams while enabling cross-project sharing where needed.
@veltrixmsAwesome and really helpful product Manfred! I'm impressed.
Any plan to make it self-hosted version in future ?
@lora_will Thank you, Lora! If there is a demand, we'll definitely consider releasing one.
So proud to be launching on Product Hunt today as part of the Veltrix team!
For too long, powerful data has been locked away.
We built Veltrix to break down those walls. Getting instant insights from your financial docs without needing to be a data scientist is a game-changer
@_mkcd_ Indeed! No longer fighting sheets and trying to clean the data for hours just to answer questions that should be easily available right away. Finally, we have the ability to focus on strategic and rewarding work, and not exhausting manual time spending workflows.
@Veltrix AI Finally, the day has come! Everything that was once just on paper is now actually working! We thought through every step and considered how to make it more convenient for analysis in order to simplify all the complex aspects of working with data. I'm fortunate to work with such an excellent team that understands everything at a glance. I think that our new versions will really impress the market!
@miki_niki Thank you, Nick! All thanks to your amazing UI/UX ideas and implementations as well. It's been a long way!
Big milestone today! Our team nailed it - delivering a powerful AI solution built on an advanced LLM and our own RAG pipeline. Couldn’t be prouder!
@roman_zayac Me too! The team has been crushing it. We have a very good QA department:)
@roman_zayac @veltrixms definitely! and we are already working on new features!
@roman_zayac @nazar_parashchuk Can't wait to show them to users!
Simply drag and drop your files onto the page. We’ll ingest them automatically and surface a complete dashboard of the key metrics you need to make data-driven decidions.
@vitalii_andrieiev Exactly, Vitalii! As easy as that.
I spend hours sometimes creating graphs from raw financial data for board presentations etc. This is going to greatly help with that. But also really impressed with how detailed the data extraction is. The potential for analysts and consultants are huge.
@pieter_nel Thank you, Pieter!