Sage Intacct
Velixo is your value creation steward, for all your strategic reporting, planning, integration & analysis. Excel-based, fully integrated to Sage Intacct and Microsoft 365.
Built from the ground up for Sage Intacct by Sage Intacct experts.
We used our extensive experience with ERP software to craft a user-friendly Excel plugin that is lightning fast and leverages the unique capabilities of Sage Intacct.
A wide range of use cases, for many personas
Velixo connects your Sage Intacct, Industry and Excel worlds together
So you can spend less time on manual, repetitive tasks, and more time making a difference
Financial Reporting
- Financial Statements (P&L, Balance Sheet, Cash Flow, Trial Balance)
- For any type of QuickStart implementation (Not-For-Profit, Services or General)
- Multi-Book, multi-entity reporting
- Multiple dimensions, and user-defined-dimensions on any axis or cell
- Statistical account reporting
Financial Consolidation
- Multi-company statements
- Multi-Instance consolidation
- Multi-calendar consolidation
- Currency Translation auditing
Financial Close Management
- Account reconciliations
- Variance reports
- SubLedger reconciliations
- Journal Transaction writeback
Allocations, Budgeting & Planning
- Allocations of Journals and Budgets by Dimensions
- Strategic Planning
- Cash Flow Forecasting (Budget-based)
- Cash Flow Projections (Subledger-based)
- Scenario Analysis
- Expense & Revenue Planning
Project Accounting & Forecasting
- Project accounting
- Project estimate forecasting (including live writeback to estimates)
- Consumption & cost forecasting
Operational Analysis
- Build new multi-object Queries easily with Query Builder
- Accounts Receivable
- Accounts Payable
- Time & Expenses
- Payroll
Data Quality & Bulk inputs
- Automate the creation of records in bulk from Excel
- Supports any object of the API (XML API and REST API)
- Create new AR Invoice, AP Bill records
- Update Customers, Vendors records
- Create new items
- …
Industry Solutions
- Construction
- Nonprofit
- Healthcare
- Professional Services
- Hospitality
Our Industry-specific Solutions
In addition to extending Excel with live functions, we've invested in Template solutions that speak industry language and let you accomplish your day-to-day tasks more efficiently!
Construction
Velixo for Sage Intacct Construction
Built specifically for Sage Intacct Construction with Construction users in mind, this solution addresses key reporting and data automation use cases that will make you several times more efficient! From Detailed Commitment analysis, Cash Flow Forecasting or Project Cost Accounting and Estimating at various granularity, Velixo has your back!
Head to our Sage Intacct Construction page for more details.
Nonprofit (NFP)
Velixo for Sage Intacct Nonprofit
We built a solution our in-house CPA and Nonprofit expert wishes he had in past lives!
Our solution bridges 3 world together: Sage Intacct, Nonprofit and Excel to streamline your day-to-day tasks and help you achieve your goals faster, accurately and more efficiently!
From Net Asset Rollforward, to GAAP and IRS990 reporting, to purpose-restricted net assets tooling and various Grant and Actual/Budget Allocation tools by dimensions, user-defined dimensions and dates, Velixo has you covered!
Head to our Sage Intacct Nonprofits page for more details.
Velixo for Sage Intacct Construction
Built specifically for Sage Intacct Construction with Construction users in mind, this solution addresses key reporting and data automation use cases that will make you several times more efficient! From Detailed Commitment analysis, Cash Flow Forecasting or Project Cost Accounting and Estimating at various granularity, Velixo has your back!
Head to our Sage Intacct Construction page for more details.
Velixo for Sage Intacct Nonprofit
We built a solution our in-house CPA and Nonprofit expert wishes he had in past lives!
Our solution bridges 3 world together: Sage Intacct, Nonprofit and Excel to streamline your day-to-day tasks and help you achieve your goals faster, accurately and more efficiently!
From Net Asset Rollforward, to GAAP and IRS990 reporting, to purpose-restricted net assets tooling and various Grant and Actual/Budget Allocation tools by dimensions, user-defined dimensions and dates, Velixo has you covered!
Head to our Sage Intacct Nonprofits page for more details.
What They Say About 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.
If you’ve ever used the SUM function in Excel, you can pull data out of Intacct. It’s that easy!. Velixo allows us to pull multiple dimensions at once. Prior to Velixo this would mean running multiple reports for each dimension then manually trying to get them aligned. Velixo saves us 30 person-hours every month!
In 1 day with Velixo we were able to recreate all of our financial reports that were extremely manual and required extensive power query to do in our previous financial software. Financial reporting in previous system was extremely slow and manual. Velixo allows us to have live results without constantly exporting and refreshing files which could take hours at a time.
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.
Velixo has already given us better visibility and made us more efficient. I estimate that using the Cost to Complete report alone, we save between 24 to 32 hours across our 6 project managers, every month. And now I also get all my data from them, on time!
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!
Typically, when I go through monthly updates for all the projects and budgets, it would take me roughly 1 week to finish all updates. Now, I can do it in a single day! All I have to do is refresh the workbook. As long as I have my dates right, I have everything in the blink of an eye!
Velixo transforms complexity into clarity, seamlessly integrating with Sage Intacct to enhance project budget monitoring, financial management, and reporting. With reporting options that surpass our ERP's capabilities, we accomplish more in less time. Additionally, the writeback feature enables us to send information directly from Excel to our ERP, effectively tracking changes over time and further streamlining our processes.
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 Sage, 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 Sage, using our generated input forms and optimized Push features.
Govern & Collaborate
Govern & Collaborate
Automatic updates, no maintenance, native source 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.
Templates
Pre-built Templates
Download pre-built Financial Templates from a range of industries. Our Templates are built, supported and maintained by Velixo. They’re generic and can simply be connected to your ERP with limited configurations.
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 Sage, 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 Sage, using our generated input forms and optimized Push features.
Govern & Collaborate
Automatic updates, no maintenance, native source 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.
Pre-built Templates
Download pre-built Financial Templates from a range of industries. Our Templates are built, supported and maintained by Velixo. They’re generic and can simply be connected to your ERP with limited configurations.
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 Sage Intacct
- Fully interactive – real-time reporting, with exploration of data in Excel or directly in Sage Intacct
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 Sage
- Built from the ground up for Sage Intacct
- 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
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.
Bring your ERP
data to life
with Excel 
Ready to try it?
Request a Demo