Accelerate business outcomes and make ERP reporting, planning & automation efficient and fun
Change the game with a deeply integrated and efficient tool and take back your time, all within the comfort of the Excel you love.
People Say Quotes
Velixo cut Mid-States Companies’ estimate and proposal manhours in half. If you don’t have Velixo, you’re crazy.
Accounting systems are great, but the hardest part sometimes is getting the data out. If you know Excel, Velixo is an easy tool to learn. I’ve created great WIP schedules, import templates, and full financial packages. Best thing is, I’m not a professional report writer and I was able to do it!
This is the heart of all financial reporting and project management cost reporting for our Operations team. Velixo is what makes Acumatica WORK for us.
Preparing my board management report went from six hours to one hour, and I can probably save an extra 30 minutes with further Velixo automations.
We have cut our financial report generation process down to minutes and not hours. We can turn around ad-hoc financial requests instantaneously. It has made our process fast, lean and more transparent.
The ability to write my forecasts back in bulk saves me lots of back and forth and manual entries, I estimate it reduces our budgeting process from days to hours.
Velixo Reports has drastically reduced the amount of time it takes for my month-end financial statement preparation. I couldn’t be happier. Excellent product.
Integrating our Excel-based custom forms to Velixo Writeback completely automated manual entry for us. It’s probably days of work saved at the end of the month.
Velixo gives Acumatica users Superpowers! Everyone knows Excel. If you know Excel, it's so easy to learn Velixo and utilize all the data accumulated within your ERP to design Excel-based reports to make everyone's job easier.
It was an easy decision to utilize an excellent, well-developed, well-maintained tool on the market than to attempt other paths. Velixo had the right features, functionality, and ease of use to make it an easy decision for any business.
Sage Intacct is a better ERP system, but we were lacking the export of formulas to Excel. With Velixo, it was a plug-and-play experience for our existing reports and it’s instant. It saves 2-3 hours every time I hit the refresh button.
Our features
Unmatched self-service reporting, budgeting & automation experience.
Let users own their work, feel good and take back their time.
Report
Report
Powered by Velixo Smart Refresh, we give you a live, full self-service reporting experience with specially designed Excel-like Accelerator functions and flexible query options, all within the comfort of Excel. It will feel like a natural extension of Excel!
Analyze
Analyze
Deeply integrated exploration features that let you analyze transaction details, get AI insights from Excel Copilot, and jump back to your ERP, for a fully connected and interactive experience.
Budget & Plan
Budget & Plan
Create your budgeting & forecasting scenarios with confidence, with no limitations whatsoever, using our templates and writeback features.
Push
Push
Save days and remove manual data entry by automating data push from Excel directly to your ERP, using our generated input forms and optimized Push features.
Govern & Collaborate
Govern & Collaborate
Automatic updates, no maintenance, ERP authentication and security coupled with cloud centralization give you peace of mind that you can grow with confidence.
Distribute & Automate
Distribute & Automate
Package your work, embed or distribute it using our email distribution features and native Microsoft 365 integrations. Velixo is highly integrated.
Report
Powered by Velixo Smart Refresh, we give you a live, full self-service reporting experience with specially designed Excel-like Accelerator functions and flexible query options, all within the comfort of Excel. It will feel like a natural extension of Excel!
Analyze
Deeply integrated exploration features that let you analyze transaction details, get AI insights from Excel Copilot, and jump back to your ERP, for a fully connected and interactive experience.
Budget & Plan
Create your budgeting & forecasting scenarios with confidence, with no limitations whatsoever, using our templates and writeback features.
Push
Save days and remove manual data entry by automating data push from Excel directly to your ERP, using our generated input forms and optimized Push features.
Govern & Collaborate
Automatic updates, no maintenance, ERP authentication and security coupled with cloud centralization give you peace of mind that you can grow with confidence.
Distribute & Automate
Package your work, embed or distribute it using our email distribution features and native Microsoft 365 integrations. Velixo is highly integrated.
Achieve significant outcomes
Save a tremendous amount of time and effort, and reach business outcomes faster
Make key decisions faster
Become more data driven. Deliver insights at scale, with repeatable, live, automated data, all within the comfort of Excel.
Save on labor costs, on all fronts
Automate labor-intensive and manual work, take back your time, and save hours every week.
Become more efficient
Automate data entry processes, integrate data with our data push forms to write data back to your ERP.
Use cases
We have solutions for all your reporting, analysis & planning needs
Financial Reporting
Financial Reporting
All your company statements, for all your unique requirements. Achieved your way!
- Profit & loss
- Balance sheet
- Trial balance
- Cash flow statements
- Bank and expense reporting
- Metrics and visualizations, …
Financial Consolidation
Financial Consolidation
Easily combine systems, entities and consolidate your businesses together.
- Multi-system
- Multi-company
- Multi-calendars, multi-currency
- Tax provisioning, …
Financial Close Management
Financial Close Management
Support the Finance department with automated checks and added controls for your month-end or annual close.
- Account reconciliations
- Bank reconciliations
- Intercompany management
- Eliminations
- Audit, …
Budgeting & Planning
Budgeting & Planning
Plan for anything and everything. A fully ERP-synchronized solution for GL and Budget lets you directly write data back to your ERP in bulk!
- Strategic planning
- Cash flow planning
- Scenario analysis
- Expense & revenue Planning
- Depreciation planning, …
Project Forecasting
Project Forecasting
With specially designed Project functions and features, Velixo is optimized for reporting and forecasting on project data and then writing this data back.
- Project accounting
- Work-in-progress
- Project forecasting
- Consumption & cost forecasting, …
Operational Analysis
Operational Analysis
It’s not just about financials. Companies use Velixo cross-functionally to report on every area of their business and make data-driven decisions.
- Accounts receivable
- Accounts payable
- Sales
- Purchases
- Inventory, …
Data Integration
Data Integration
Automate manual data entry by directly pushing data originating from manual Excel data or external Excel data into your ERP.
- Expenses
- AR invoice
- AP bill
- Project, …
Financial Reporting
All your company statements, for all your unique requirements. Achieved your way!
- Profit & loss
- Balance sheet
- Trial balance
- Cash flow statements
- Bank and expense reporting
- Metrics and visualizations, …
Financial Consolidation
Easily combine systems, entities and consolidate your businesses together.
- Multi-system
- Multi-company
- Multi-calendars, multi-currency
- Tax provisioning, …
Financial Close Management
Support the Finance department with automated checks and added controls for your month-end or annual close.
- Account reconciliations
- Bank reconciliations
- Intercompany management
- Eliminations
- Audit, …
Budgeting & Planning
Plan for anything and everything. A fully ERP-synchronized solution for GL and Budget lets you directly write data back to your ERP in bulk!
- Strategic planning
- Cash flow planning
- Scenario analysis
- Expense & revenue Planning
- Depreciation planning, …
Project Forecasting
With specially designed Project functions and features, Velixo is optimized for reporting and forecasting on project data and then writing this data back.
- Project accounting
- Work-in-progress
- Project forecasting
- Consumption & cost forecasting, …
Operational Analysis
It’s not just about financials. Companies use Velixo cross-functionally to report on every area of their business and make data-driven decisions.
- Accounts receivable
- Accounts payable
- Sales
- Purchases
- Inventory, …
Data Integration
Automate manual data entry by directly pushing data originating from manual Excel data or external Excel data into your ERP.
- Expenses
- AR invoice
- AP bill
- Project, …
Our customers
Thousands of companies of every size, in every industry use Velixo to accelerate business outcomes
You can trust our growing community, they wouldn’t look elsewhere.
