Spreadsheet chaos
to AI advantage

Veloflo is the end-to-end data and intelligence platform that fast-tracks consumer brands to the AI frontier

One platform, from raw data to insight

Replace the patchwork of data systems, consultants, engineers, spreadsheets, and reporting tools with one managed platform

  1. 01 Ingest data from all of your financial and operational systems
  2. 02 Store and organize your data in a single source of truth
  3. 03 Enrich data with company-specific mappings, attributes, and classifications
  4. 04 Define governed metrics in a semantic layer
  5. 05 Compose fully editable financial statements, data tables, charts, reports, and analysis
  6. 06 Deliver the reports and analyses via our web app, MCP server for Claude and ChatGPT, and Excel exports

Why companies choose Veloflo

Single platform
Reduce complexity and cost with a single solution that eliminates the need for multiple systems and technical headcount
Fast implementation
Thoughtful design and a codified understanding of your business enable end-to-end implementations in as little as a few minutes
Continuous improvement
Veloflo continuously delivers new tools and data products to help you make the most of your data

Trusted data unlocks
the best of AI

One clean, complete view of your business

  • Ingests data from all your key systems (ERP, POS, HR—all of them)
  • Creates a harmonized, single source of truth—now data from your systems “talk to one another”
  • Consolidate financials across multiple entities with a normalized chart of accounts
  • Provides transaction-level granularity of financial and operational data in the same system
  • Delivers the trust required to forge a data-driven culture

Your data, always fresh

  • No more manual Excel downloads and email attachments
  • Veloflo builds and manages the integrations
  • Data refreshes automatically every day, or whenever you decide to sync it

Adapted to your business

  • Go from integration to report in as little as a few minutes with simple configuration
  • Veloflo’s semantic layer enables you to customize metrics and dimensional analyses (locations, products, etc.) to your business
  • Create hierarchies on the fly for flexible analysis

Powerful financial and operational reporting

  • Thoughtful design delivers first-class financial and operational reporting in the same platform
  • Easily compare results versus plan and prior year
  • Create Board-ready financial statements with easy drill-down
  • Explore data tables and charts with simple pivot and filter interfaces

Experience the best of AI with trusted data

  • AI proactively surfaces insights and recommendations on what to do next
  • Access your data with Claude or ChatGPT via our MCP server—Veloflo provides the reliable foundation
  • Generate in-app AI commentary and analysis

Do more with
the team you have

90%
reduction in monthly financial reporting time
90%
reduction in Board reporting time
0
additional headcount

The single source of truth for your business

Veloflo integrates with all the systems you already run, operating as a shared analytical layer that harmonizes data across sources

NetSuite
QuickBooks Online
Sage Intacct
Acumatica
Restaurant365
Toast
Shopify
Square
MINDBODY
Zenoti
Paylocity
Rippling

Plus whatever else you run — Veloflo builds and manages the integrations

See Veloflo running on your own data

We connect your systems, configure the platform to meet your needs, and deliver your first set of insights and reports