Jamis Prime
Supercharge your reporting & budgeting. Accelerate business outcomes.
Velixo is your value creation steward, for all your strategic reporting, planning, automation & analysis. Excel-based, fully integrated to your ERP and Microsoft 365.
Built from the ground up for your ERP, by ERP experts.
We used our extensive experience with ERP software to craft a user-friendly Excel plugin that is lightning fast and easy to use.
Get a Head Start
Start from somewhere, get new ideas with our productized Templates.
Accelerate your time-to-value with Velixo Templates.
Financial Reporting
- Profit & Loss
- Balance Sheet
- Trial Balance
- Cash Flow statements
- Bank and Expense
- Asset re-evaluation
Financial Consolidation
- Multi-company statements
- Local and reporting currency statements
- Currency Translation auditing
- Inter-company control reports
Financial Close Management
- Account reconciliations
- Bank reconciliations
- Intercompany management
- Eliminations
Budgeting & Planning
- Strategic Planning
- Cash Flow Planning
- Scenario Analysis
- Expense & Revenue Planning
Project Forecasting
- Project reporting
- Project forecasting
- Consumption & cost forecasting
Operational Analysis
- Accounts receivable aging
- Accounts payable aging
- Sales
- Purchases
- Inventory
Our community
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.
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, all in 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 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, all in the comfort of Excel. It will feel like a natural extension of Excel!
Analyze
Deeply integrated exploration features that let you analyze transaction details 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
Save on labor costs, on all fronts
Become more efficient
The Velixo difference
Others just don’t do the same!
We’re laser focused on user experiences that accelerate your business outcomes. Zero friction!
Self-Service with full governance
- Let your users own their work and take back their time
- No silos of data with live connections/ refreshes and centralization in SharePoint
- SSO and per-user data security, synchronized from your ERP
- Fully interactive – real-time reporting, with exploration of data in Excel or directly in your ERP
Have it your way
- Available on any Excel, Windows or Mac. Desktop or Cloud.
- Your statements version-controlled, pixel-perfect, with Notes, one-cell values, formatted the way you want, using any layout, thanks to Excel
- Natively Excel delivered. Stay in Excel for further analysis, budgeting or data push scenarios
- Share or distribute using our automated distribution features
Zero learning curve
- If you know how to Excel, you know how to Velixo!
- Up to speed in no-time, limited training needed
- You only interact with Excel-like functions, it’s a simple and efficient reporting experience
- No other software, license or platform dependency
- No programming language to learn
Peace of mind
- Trust Your data, it’s fully integrated to your ERP
- Built from the ground up for Jamis Prime
- Backed by a large community of partners and customers
- Velixo is constantly refined and auto-updated
- Get Started with pre-built Templates
Grow without worry
- Simple subscription plans that follows you and that you can upgrade
- Moving from somewhere? An ERP or another reporting software? Migrate in days not months!
- Unparalleled performance and scalability
Efficiency & integration at our core
- Real-time Budgeting and Data Push features
- Leverage the myriads of available Microsoft 365 apps that are naturally in Velixo’s ecosystem
- Teams for effective Collaboration
- SharePoint Online as the centralized, cross-department repository
- Power Automate for smart user or automated trigger-based workflows