Veltrix AI acts like a financial analyst that has memorized all your charts, spreadsheets, and documents. You don’t need technical skills or code - just ask questions in plain English.
Here is exactly what you can do and how to ask for it.
1. Chart Operations
Interact with the visuals on your screen.
Don't waste time hunting for settings buttons. Just tell the AI how you want the chart to look or ask it to interpret what you are seeing.
Modify: Change chart types, colors, or labels.
Filter: Narrow down the timeline or focus on specific items.
Analyze: Ask the AI to spot trends or anomalies.
Examples:
"Change this to a bar chart so I can compare quarters better."
"Highlight the drop in Q3 revenue in red."
"Filter this to show only the last 18 months."
"Add a new trend line for 'Projected Sales' with these values: [100, 120, 140]."
"Rename the chart to 'Global Sales Performance'."
2. Financial Metrics Analysis
Pull specific numbers instantly.
You don't need to dig through spreadsheets. If the data is in your source files (Revenue, P&L, Balance Sheet, Cash Flow), Veltrix can find it immediately.
Retrieval: Get exact numbers for revenue, expenses, assets, or liabilities.
Performance: Track margins, profits, and KPIs.
Examples:
"What was our total Operating Expense for 2024?"
"Show me the trend in Customer Acquisition Cost (CAC) over the last 2 years."
"What is our current cash position compared to last month?"
"List the top 3 revenue drivers for Q1."
"Show me the working capital trend."
3. Document Search & Qualitative Analysis
Find answers inside written reports.
Veltrix reads through PDF documents (like 10-Ks, 10-Qs, Earnings Call transcripts, and Board Packs) to find "soft" information that isn't just numbers in a table.
A. Find Specific Facts
"What are the R&D expenses specifically for the AI division?"
"How many units were sold in the European market last year?"
"Find details regarding our pension obligations."
B. Summarize & Explain
"Summarize the CEO's comments on supply chain risks from the annual report."
"What is the stated strategy for EV expansion?"
"Draft a summary of the 'Risk Factors' section for my meeting notes."
C. Source Checking
"What are the marketing costs, and which page is that on?"
"Where did you find that figure? Show me the source text."
4. Calculations & Math
Let the AI do the number crunching.
You don't need to open Excel to calculate ratios or growth rates. Veltrix can compute derived metrics from the raw data.
Examples:
"Calculate the Year-over-Year revenue growth for Q4."
"What is our current Debt-to-Equity ratio?"
"Compute the 3-year CAGR for our software subscription revenue."
"What is our Burn Rate based on the last 3 months of expenses?"
"Calculate the Return on Equity (ROE) for 2024."
5. Comparative Analysis
Compare A vs. B.
Veltrix helps you benchmark performance across time periods, business units, or against industry standards.
A. Time Comparisons
"Compare our Net Profit in Q4 2023 vs. Q4 2024."
"How has our debt structure changed over the last 5 years?"
B. Segment Comparisons
"Which geographic region had the highest operating margin last year?"
"Compare marketing spend across the 'Enterprise' vs 'SMB' segments."
C. Benchmarking
"Compare our Gross Margin to the industry average for SaaS companies."
"How does our inventory turnover compare to key competitors?"
6. Complex Multi-Step Analysis
Connect the dots.
Veltrix can look at multiple data points at once to answer complex strategic questions.
Examples:
"Analyze our capital allocation strategy - look at how much we spent on Capex vs. Share Buybacks."
"Evaluate our liquidity risk using our current cash, upcoming debt payments, and cash flow trends."
"Assess the profitability of our new product line by analyzing its specific revenue, marketing costs, and support expenses."
Pro Tip: Break it Down
If a question is very complex, the AI might give a generic answer. Try splitting it into steps:
"First, calculate the gross margin for all products. Then, tell me which one is declining and why."
7. Important: What AI Cannot Do
To get the best results, it is important to know the system's boundaries.
No Crystal Ball: It cannot predict the future or forecast stock prices unless you provide a forecast document for it to read.
No Investment Advice: It provides data, not financial advice on whether to buy or sell stocks.
No Live Market Data: It cannot tell you the stock price right now. It only knows what is in the documents and data you loaded.
Privacy Reminder: While Veltrix is secure, never paste highly sensitive personal data (like private keys, passwords, or unencrypted social security numbers) directly into the chat.
8. Tips for Best Results
How to be an AI "Power User"
1. Be Specific
Bad: "How is revenue?"
Good: "What was the total revenue for the North American region in Q3 2024?"
Why: The more specific you are about Dates, Segments, and Metrics, the more accurate the answer.
2. Ask for Proof (The "CFO Rule")
Never blindly trust a number. Ask the AI to cite its sources so you can trust the data.
Try saying: "Where did you find that number? Tell me the document name and page number."
3. Ask for Formats
You can tell the AI how to give you the answer so you can copy/paste it easily.
Example: "Give me the answer in a bulleted list."
Example: "Present the data in a table."
Example: "Draft a short paragraph I can paste into an email."
4. Iterate (Chat Back and Forth)
If the first answer isn't perfect, just talk to it!
You: "Show me expenses."
AI: (Shows list of all expenses)
You: "Actually, filter that to show only Marketing expenses."
You: "Great, now visualize that as a pie chart."
9. Quick Reference Cheat Sheet
Stuck? Use these magic words.
Goal | Magic Word | Example Prompt |
Get Specifics | "Specific" | "What was the Total Revenue for Europe in Q3 2024?" |
Verify Data | "Source" | "Where did you find that number? Cite the document and page." |
Format Data | "Table" | "Present these expenses in a table sorted by highest cost." |
Fix a View | "Filter" | "This chart is too crowded. Filter it to show only Marketing." |
Deep Dive | "Why" | "Profit dropped in Q2. Why did that happen based on the report?" |