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Excel reporting, budgeting & automation for ERPs - Velixo

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Excel reporting, budgeting & automation for ERPs - Velixo

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Change the game with an integrated and efficient ERP reporting tool and take back your time, all within the comfort of the Excel you love.

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Proprieta Contenuto
locale en_US
type website
title Excel reporting, budgeting & automation for ERPs - Velixo
description Change the game with an integrated and efficient ERP reporting tool and take back your time, all within the comfort of the Excel you love.
url https://www.velixo.com/
site_name Velixo
image https://www.velixo.com/wp-content/uploads/2025/01/image-share.jpg
image:width 1200
image:height 630
image:type image/jpeg

Headings

H1 H2 H3 H4 H5 H6
1 6 33 5 39 0
  • [H1] Bring your STACKMicrosoft Dynamics 365 Business CentralAcumaticaSage IntacctMYOB AcumaticaCegid XRP FlexHotel Investor AppsJamis PrimeHaufe X360Sage Intacct Nonprofit & Excel worlds together.
  • [H2] Our features
  • [H2] Achieve significant outcomes
  • [H2] Use cases
  • [H2] People Say Quotes
  • [H2] Our customers
  • [H2] Bring your ERP data to life with Excel
  • [H3] Platform
  • [H3] Support & Resources
  • [H3] Company
  • [H3] Unmatched self-service reporting, budgeting & automation experience.
  • [H3] Report
  • [H3] Analyze
  • [H3] Budget & Plan
  • [H3] Push
  • [H3] Govern & Collaborate
  • [H3] Distribute & Automate
  • [H3] Report
  • [H3] Analyze
  • [H3] Budget & Plan
  • [H3] Push
  • [H3] Govern & Collaborate
  • [H3] Distribute & Automate
  • [H3] Save a tremendous amount of time and effort, and reach business outcomes faster
  • [H3] We have solutions for all your reporting, analysis & planning needs
  • [H3] Financial Reporting
  • [H3] Financial Consolidation
  • [H3] Financial Close Management
  • [H3] Budgeting & Planning
  • [H3] Project Forecasting
  • [H3] Operational Analysis
  • [H3] Data Integration
  • [H3] Financial Reporting
  • [H3] Financial Consolidation
  • [H3] Financial Close Management
  • [H3] Budgeting & Planning
  • [H3] Project Forecasting
  • [H3] Operational Analysis
  • [H3] Data Integration
  • [H3] Thousands of companies of every size, in every industry use Velixo to accelerate business outcomes
  • [H4] Change the game with a deeply integrated and efficient tool and take back your time, all within
the comfort of the Excel you love.
  • [H4] Make key decisions faster
  • [H4] Save on labor costs, on all fronts
  • [H4] Become more efficient
  • [H4] Velixo Newsletter
  • [H5] Let users own their work, feel good and take back their time.
  • [H5] Powered by Velixo Smart Refresh, we give you a live, self-service reporting experience with ERP-tailored, Excel-like functions and flexible query builders, all within the comfort of Excel. It will feel like a natural extension of Excel!
  • [H5] 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.
  • [H5] Create your budgeting & forecasting scenarios with confidence, with no limitations whatsoever, using our templates and writeback features.
  • [H5] 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.
  • [H5] Automatic updates, no maintenance, ERP authentication and security coupled with cloud centralization give you peace of mind that you can grow with confidence.
  • [H5] Package your work, embed or distribute it using our email distribution features and native Microsoft 365 integrations. Velixo is highly integrated.
  • [H5] Powered by Velixo Smart Refresh, we give you a live, self-service reporting experience with ERP-tailored, Excel-like functions and flexible query builders, all within the comfort of Excel. It will feel like a natural extension of Excel!
  • [H5] 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.
  • [H5] Create your budgeting & forecasting scenarios with confidence, with no limitations whatsoever, using our templates and writeback features.
  • [H5] 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.
  • [H5] Automatic updates, no maintenance, ERP authentication and security coupled with cloud centralization give you peace of mind that you can grow with confidence.
  • [H5] Package your work, embed or distribute it using our email distribution features and native Microsoft 365 integrations. Velixo is highly integrated.
  • [H5] All your company statements, for all your unique requirements. Achieved your way!
  • [H5] Easily combine systems, entities and consolidate your businesses together.
  • [H5] Support the Finance department with automated checks and added controls for your month-end or annual close.
  • [H5] 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!
  • [H5] With specially designed Project functions and features, Velixo is optimized for reporting and forecasting on project data and then writing this data back.
  • [H5] It’s not just about financials. Companies use Velixo cross-functionally to report on every area of their business and make data-driven decisions.
  • [H5] Automate manual data entry by directly pushing data originating from manual Excel data or external Excel data into your ERP.
  • [H5] All your company statements, for all your unique requirements. Achieved your way!
  • [H5] Easily combine systems, entities and consolidate your businesses together.
  • [H5] Support the Finance department with automated checks and added controls for your month-end or annual close.
  • [H5] 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!
  • [H5] With specially designed Project functions and features, Velixo is optimized for reporting and forecasting on project data and then writing this data back.
  • [H5] It’s not just about financials. Companies use Velixo cross-functionally to report on every area of their business and make data-driven decisions.
  • [H5] Automate manual data entry by directly pushing data originating from manual Excel data or external Excel data into your ERP.
  • [H5] Velixo cut Mid-States Companies’ estimate and proposal manhours in half. If you don’t have Velixo, you’re crazy.
  • [H5] 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!
  • [H5] 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.
  • [H5] 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.
  • [H5] 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.
  • [H5] 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.
  • [H5] 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.
  • [H5] 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.
  • [H5] 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.
  • [H5] 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.
  • [H5] 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.
  • [H5] You can trust our growing community, they wouldn’t look elsewhere.

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Anchor Type Juice
Why Velixo Interno Passing Juice
Platform Interno Passing Juice
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velixo data excel erp acumatica financial learn all more reporting

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velixo 40
data 32
more 27
learn 26
excel 23

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