Simplifying Month-End Close with Velixo and Microsoft 365
Distribute & Automate
Embedding, report distribution and automated workflows to support your business transformation.
Automation and efficiency are at the core of a modern business.
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Embed live reports, anywhere.
Embedding reports accelerate governance and adoption within your organization.
Embed in web-portals
Live Velixo reports can be embedded in web-applications, including your ERP or SharePoint.
Combined with a centralized and departmental asset storage strategy, as well as Velixo’s Single-Sign-On, report embedding in your ERP provides the best integrated user experience there can be.
Embed in presentations
Create repeatable Word documents or PowerPoint presentations that embed Velixo reports, with always up-to-date data.
Trust us! This feature alone will wow your audience and save you days every month as part of your statutory, shareholder documents or year-end close reporting.
Automate
Excel-automation, powered by Power Automate
Our native integration within the Microsoft 365 ecosystem allows the full automation and creation of user or trigger-based workflows.
Report distribution in bulk
Automate the distribution of reports by e-mail using our Distribution List feature, with the freedom to exclude certain sheets and filter data depending on recipients.
Use cases are endless and range from emailing monthly cash flow statements, performance reports or archiving your daily receivables position.
User or Trigger-based automations
Create amazing workflows from your SharePoint Online-hosted Velixo reports, using Power Automate and its hundreds of native integrations, including its Excel triggers.
There are many use cases, such as: auditing user activity, triggering actions when an update is made to a report, requesting approval before pushing data to your ERP, posting a message in a Teams channel when a report is updated, …
Users love that Velixo is natively integrated to Microsoft 365!
People Say Quotes
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 Reports has drastically reduced the amount of time it takes for my month-end financial statement preparation. I couldn’t be happier. Excellent product.
Velixo cut Mid-States Companies’ estimate and proposal manhours in half. If you don’t have Velixo, you’re crazy.
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.
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.
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.
