Velixo - Reporting, Budgeting & Automation

POWERED BY VELIXO

Velixo brings the power of Excel to Acumatica Cloud ERP, enabling real-time reporting, budgeting and data automation - all without leaving the spreadsheet you already know and love.

Built exclusively for Acumatica, Velixo connects bidirectionally to your ERP, allowing you to create live reports, analyze financials, operational or project data and even push data back to Acumatica - all from within Excel.

No more exporting, importing or juggling data accuracy. With Velixo, your Excel sheets become a dynamic reporting engine for your business.

Key Use Cases:

  • Financial and operational reporting
  • Budgeting, planning, and forecasting
  • Project accounting and construction reporting
  • Consolidations, allocations and bulk data entry

  • Data quality management and validation

Trusted by thousands of organizations worldwide, Velixo empowers teams to work faster and smarter - boosting productivity, ensuring accuracy and maximizing the value of your Acumatica investment.

If you know Excel, you already know Velixo. Discover how Velixo transforms Acumatica reporting into a live, automated and intelligent experience.

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INDUSTRY SERVED

Cross Industries

Key Features

  • bullet Real-time reporting and budgeting (for any data, financials or operational)
  • bullet Smart drilldown to transactions in Excel and in Acumatica, with AI insights
  • bullet Data push (generic writeback) to Acumatica
  • bullet Smart report distribution by email
  • bullet Excel desktop or online, Windows or Mac
  • bullet Dynamic, Excel-like accelerator functions
  • bullet Live writeback of journals, budgets and project forecasts
  • bullet Pre-built templates
  • bullet Fully integrated to Microsoft 365

About Velixo

Awarded Acumatica Top-Notch 2024, Innovation 2023 and Partner of the Year 2022, they are a team of passionate tech and ERP professionals with a mission to accelerate businesses’ transformation through automation, meaningful outcomes and efficiencies, leveraging the latest technologies, Microsoft 365 and Acumatica’s unique capabilities.

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