Velta automates your finance, HR, and IT operations — and gives you CFO-level intelligence that accounting software can't match. Industry benchmarks, cash forecasts, and daily action items, for every small business.
Small businesses spend $10K–$15K/month on back-office operations. And even then — the numbers don't tell you what to do next.
Bookkeeper + HR admin + IT support = $8K–$15K/month across multiple people and tools that don't talk to each other.
You or your office manager spend half the work week on invoices, payroll prep, onboarding, reconciliation, and compliance.
QuickBooks tells you what happened last month. Nobody tells you what's about to happen — or what to do about it.
Velta doesn't just automate your back office. It makes your entire operation smarter.
Our agents share a unified memory. When you process an invoice, the system already knows that vendor's history, checks for anomalies, calculates margin impact, and flags cash flow effects — all instantly.
Your business gets compared against real benchmarks for your industry — not generic averages. 26 playbooks covering restaurants, contractors, dental, IT services, and more.
Other tools tell you what happened. Velta tells you what's about to happen — cash crunches 60 days out, customers about to churn, costs accelerating — with dollar-impact estimates.
QuickBooks categorizes transactions. Velta automates your entire operation — finance, HR, and IT — and tells you what your numbers actually mean.
Velta deploys AI agents across your finance, HR, and IT operations — all connected, all learning, all managed for you.
Every Velta client gets an industry playbook with margin targets, seasonal patterns, cost norms, and KPI benchmarks. Not generic "small business" averages.
Don't see yours? We build custom playbooks for any industry during onboarding.
See what changes when your back office runs itself — and thinks for itself.
Export 5 reports from QuickBooks (10 min) or connect via API. We handle the rest.
We select your industry playbook and customize benchmarks, thresholds, and workflows for your business.
AI agents start processing invoices, reconciling accounts, scanning for anomalies, and managing operations.
Daily briefings, cash forecasts, churn alerts, margin warnings, and prioritized action items — every morning.
I spent 25 years in PE-backed companies — from $5M startups to $900M platforms. Every single one was drowning in back-office work: invoices, reconciliation, payroll prep, onboarding, compliance, IT issues. Half the owner's week gone.
QuickBooks captures the data. Gusto handles payroll. But nobody was connecting them, automating the work between them, or turning the data into real intelligence — the kind of insight a $150K controller provides.
That's what Velta does: full back-office automation with CFO-grade intelligence layered on top. Three departments, one platform, for a fraction of what you pay today.
Free 30-day pilot. No credit card. See the intelligence briefing for your business in 24 hours.
Book Your Free Demo →15 minutes. We'll show you what your numbers actually mean.