VeloTech builds back-office software for private mid-market companies. Each product is best-in-class on its own — and authoritative for its own data — so the suite never fights over the truth.
Your pipeline, on autopilot. Autonomous agents scan your inbox, flag at-risk deals, draft follow-ups, score every opportunity, and write your forecast — the deepest CRM in mid-market, at a fraction of the price of legacy enterprise tools.
The general ledger at the center of the suite. VeloLedger reads invoices from your inbox, drafts the entries, and tracks the tax — then waits for your approval before anything posts. ERP-grade depth and Canadian compliance built in, at a fraction of QuickBooks-plus-add-ons or NetSuite.
The employee master for the whole suite. VeloPulse streamlines employee management, automates payroll, and surfaces AI-powered insights — and every completed payroll run flows straight to the ledger as balanced journal entries. Deploy in days, not months.
Expense reports, policy checks and approvals in one place — posted straight to your ledger. Built in Canada, in English and French. Approve a report and it posts to VeloLedger or QuickBooks with no re-keying.
Connect the products and data moves on its own — no CSV exports, no nightly batch jobs, no copy-paste. Every cross-product call rides the same typed MCP surface that powers each product's own AI agents.
Closed-won deals draft the revenue-recognition schedule (IFRS 15 / ASC 606), keeping bookings and revenue tied together — MRR, ARR, and TCV already calculated.
Every completed payroll run drafts the matching journal entries — salaries, CPP, EI, net pay — balanced, dimensioned, and dropped into the ledger's approval queue.
An approved expense report becomes a coded, tax-jurisdiction-aware AP bill draft — reimbursement to the employee, ready for a controller to post.
The shared employee master means expense policies, approvers, and reimbursements follow the same people, roles, and departments across both products.
Each product is the single source of record for its own data class and mirrors the rest. If two products both claimed a fact, one would be wrong — so they never do.
Agents prepare journals, bills, and forecasts, but financial entries land in an approval queue. A person reviews and posts. Nothing money-moving happens unattended.
Every cross-product handoff is logged on both sides with the calling system and actor. Idempotency keys mean a replayed event produces the same draft, never a duplicate.
Adopt any product today and switch on the rest whenever you're ready — the connections light up automatically.