Sage Intacct Construction
A game-changing reporting, forecasting & data automation solution for the Construction industry.
A set of real-time and bidirectional features with pre-built Excel-based reports. Streamline reporting and internal workflows, and significantly boost your productivity with Velixo for Sage Intacct Construction.
Designed for Sage Intacct Users, Built for Construction
Velixo bridges the gaps between Sage Intacct and Excel, providing a comprehensive solution built specifically to extend Sage Intacct's capabilities for the Construction industry and boost customers' productivity while ensuring data integrity.
Our Pre-Built Templates
A subset of the Velixo for Sage Intacct Construction Templates
Type: Forecasting (uses: Project Estimate Writeback)
Persona: Project manager, Director of Construction
For project managers to:
- Track the costs associated with each cost code of a project over time.
- Analyze key financial, purchasing and project data to remain on-time and within contractual budgets.
- Input Cost to Complete Amount, Hours or directly the expected cost at completion, to forecast the margins of a project.
- Push the Cost at Completion as a Forecast Estimate in Sage Intacct, using Velixo Writeback.
Available in 4 versions (depending on the type of project contract): Amount, Billed Hours & Amount, Percent, and Cost at Completion.
Type: Reporting (uses: Journal Writeback)
Persona: CFO, Accountant, Controller
An essential part of Project accounting for the Construction industry. This report calculates the progress of all ongoing jobs, allowing an accountant to see what’s been done and what’s left to do, to manage budgets effectively.
The critical metrics of the Template include: Over/Under billing (to report how much is overbilled or underbilled), Forecasted Profit (to calculate the expected profits based on the forecasted cost at completion of the projects).
This Template also streamlines the creation of WIP Adjustment as GL Journal entries directly in Sage Intacct, using Velixo Journal Writeback.
Type: Reporting
Persona: CFO, Accountant, Controller
A project accounting report that analyzes Actual Revenue (billings) and Actual Cost to calculate the Profit to date of all projects, for the current month and to date based on a relative date.
This report also includes extra metrics to provide additional information on the completeness of the project, e.g. % Complete, Commitments Balance to Invoice.
Type: Reporting
Persona: CFO, Director of Construction, Project manager, AP managers
Designed to provide a detailed analysis of commitments by cost code.
This report is typically used by Project managers, AP managers or accountants to track financial commitments, analyze detailed transactions and balances for each purchase commitment to vendors. This ensures effective cost management and makes sure all necessary suppliers and services are accounted for, throughout the lifecycle of projects.
Type: Reporting
Persona: CFO, Controller, Director of Construction
Tracks and compares inbound billings with various outbound costs incurred for construction projects allowing to get a full picture of cash inflows and outflows from several areas of Sage Intacct.
It includes timesheet and expense entries for staff, Direct Cost Journals, AR Invoices and AP Bills helping project managers and financial teams ensure they have a single report detailing all transactions to gain better visibility on the cash flows of a project.
Type: Reporting
Persona: Finance professionals, Project manager
Reports such as the Employee Timesheet & Expenses Template enable the detailed monitoring and managing of timesheet entries and project-related expenses, by project and cost code.
It is typically used by project managers and finance teams to track entered hours worked for every employee and ensure that expenses are accurately recorded and within budget.
Key functionality in this report includes the ability to review employee hours by project and identify variances.
Type: Reporting
Persona: Finance professionals, AR/AP managers
Gives a quick overview of the amounts due to customer/vendors, sorted by age of the outstanding balance and organized in configurable bucket of days. Also includes the retainage amounts withheld for ongoing construction projects.
This report provides important information for managing cash flow, prioritizing payments, and nurturing good relationships with vendors. It also offers visibility into funds that are being retained until the projects are completed.
Type: Tool (uses: Universal Writeback)
Persona: Finance pro., AR/AP manager
Designed to monitor and manage the flow of cash from an Accounts Receivable (AR) and Accounts Payable (AP) perspective. This report enables the careful monitoring of income and expenditures for a given period and enables finance professionals to strategically time the payment of AP bills to vendors when AR is received.
Additionally, armed with information about paid invoices per project, this template enables users to create new Payment requests for each outstanding AP bills of the project. This process facilitates the process of data entry and integrates with the approval process of Sage Intacct.
Type: Tool (uses: Universal Writeback)
Persona: Project manager, Analyst, AP manager
Tools like the Update Project data Template provide users with workbooks that let them rapidly review multiple records for a given Sage Intacct object such as Project, Contract or AP Bills, modify any value and push the changes back to Sage Intacct in bulk, using Velixo Writeback.
Tool Templates are typically used for data quality purposes (missing or erroneous data) and mass updating certain properties, such as Due date for AP Bills, or Status for Project. There are also many use cases for creating new records directly from Velixo in Excel, and this applies to every object supported by the Sage Intacct API.
Type: Forecasting (uses: Project Estimate Writeback)
Persona: Project manager, Director of Construction
For project managers to:
- Track the costs associated with each cost code of a project over time.
- Analyze key financial, purchasing and project data to remain on-time and within contractual budgets.
- Input Cost to Complete Amount, Hours or directly the expected cost at completion, to forecast the margins of a project.
- Push the Cost at Completion as a Forecast Estimate in Sage Intacct, using Velixo Writeback.
Available in 4 versions (depending on the type of project contract): Amount, Billed Hours & Amount, Percent, and Cost at Completion.
Type: Reporting (uses: Journal Writeback)
Persona: CFO, Accountant, Controller
An essential part of Project accounting for the Construction industry. This report calculates the progress of all ongoing jobs, allowing an accountant to see what’s been done and what’s left to do, to manage budgets effectively.
The critical metrics of the Template include: Over/Under billing (to report how much is overbilled or underbilled), Forecasted Profit (to calculate the expected profits based on the forecasted cost at completion of the projects).
This Template also streamlines the creation of WIP Adjustment as GL Journal entries directly in Sage Intacct, using Velixo Journal Writeback.
Type: Reporting
Persona: CFO, Accountant, Controller
A project accounting report that analyzes Actual Revenue (billings) and Actual Cost to calculate the Profit to date of all projects, for the current month and to date based on a relative date.
This report also includes extra metrics to provide additional information on the completeness of the project, e.g. % Complete, Commitments Balance to Invoice.
Type: Reporting
Persona: CFO, Director of Construction, Project manager, AP managers
Designed to provide a detailed analysis of commitments by cost code.
This report is typically used by Project managers, AP managers or accountants to track financial commitments, analyze detailed transactions and balances for each purchase commitment to vendors. This ensures effective cost management and makes sure all necessary suppliers and services are accounted for, throughout the lifecycle of projects.
Type: Reporting
Persona: CFO, Controller, Director of Construction
Tracks and compares inbound billings with various outbound costs incurred for construction projects allowing to get a full picture of cash inflows and outflows from several areas of Sage Intacct.
It includes timesheet and expense entries for staff, Direct Cost Journals, AR Invoices and AP Bills helping project managers and financial teams ensure they have a single report detailing all transactions to gain better visibility on the cash flows of a project.
Type: Reporting
Persona: Finance professionals, Project manager
Reports such as the Employee Timesheet & Expenses Template enable the detailed monitoring and managing of timesheet entries and project-related expenses, by project and cost code.
It is typically used by project managers and finance teams to track entered hours worked for every employee and ensure that expenses are accurately recorded and within budget.
Key functionality in this report includes the ability to review employee hours by project and identify variances.
Type: Reporting
Persona: Finance professionals, AR/AP managers
Gives a quick overview of the amounts due to customer/vendors, sorted by age of the outstanding balance and organized in configurable bucket of days. Also includes the retainage amounts withheld for ongoing construction projects.
This report provides important information for managing cash flow, prioritizing payments, and nurturing good relationships with vendors. It also offers visibility into funds that are being retained until the projects are completed.
Type: Tool (uses: Universal Writeback)
Persona: Finance pro., AR/AP manager
Designed to monitor and manage the flow of cash from an Accounts Receivable (AR) and Accounts Payable (AP) perspective. This report enables the careful monitoring of income and expenditures for a given period and enables finance professionals to strategically time the payment of AP bills to vendors when AR is received.
Additionally, armed with information about paid invoices per project, this template enables users to create new Payment requests for each outstanding AP bills of the project. This process facilitates the process of data entry and integrates with the approval process of Sage Intacct.
Type: Tool (uses: Universal Writeback)
Persona: Project manager, Analyst, AP manager
Tools like the Update Project data Template provide users with workbooks that let them rapidly review multiple records for a given Sage Intacct object such as Project, Contract or AP Bills, modify any value and push the changes back to Sage Intacct in bulk, using Velixo Writeback.
Tool Templates are typically used for data quality purposes (missing or erroneous data) and mass updating certain properties, such as Due date for AP Bills, or Status for Project. There are also many use cases for creating new records directly from Velixo in Excel, and this applies to every object supported by the Sage Intacct API.
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
Our features
Unmatched self-service reporting, budgeting & automation experience.
Let users own their work, feel good and take back their time.
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.
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.
What They Say About Us
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.
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.
By leveraging our strong relationship and collaboration with Velixo, we can now offer several critical solutions to our clients such as: Project Cost Forecast (CAC) with Writeback, Substantiated Billing to collect data and images (invoice documents etc.) related to the specific project and time periods, Pay When Paid to collect data related to payments received on the projects and related to the payment requests downstream.
I am impressed by the ease of interaction with the Velixo Team. It is refreshing to get immediate answers, and more importantly solutions to, in some cases, complex requirements. Other reporting tools can look intimidating with a steep learning curve. Through the use of Excel, Velixo eliminates those concerns. Velixo is an attractive proposition to most prospects and existing clients in the Construction industry.
The Velixo difference
Others just don’t do the same!
We’re laser focused on user experiences that accelerate your business outcomes. Zero friction!
- 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
- 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
- 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
- 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
- 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
- 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.
