Transforming ERP Reporting in Excel
Velixo brings ERP data directly into Excel, providing real-time reporting, budgeting, and automation that integrates seamlessly with your ERP system. Designed by ERP experts, Velixo enhances the reporting experience by letting you work in a familiar, flexible environment while ensuring data accuracy, security, and compliance.
With Velixo, you can make faster, more informed decisions—boosting reporting speed by 300%—while reducing the month-end close time by 50% and improving data entry efficiency by 250%.
Get Instant, Insightful and Accurate Reporting
Instant Reporting & Analysis: Gain full control of your reporting with live, ad-hoc reporting directly in Excel, powered by Velixo’s Smart Refresh and custom Excel functions. Customize the layout, format, and design of your financial, project forecast, and operational reports with precision and speed using real-time ERP data.
Effortless Budgeting & Planning: Streamline budgeting and forecasting with pre-built templates and seamless writeback features for real-time ERP updates without manual data transfers.
A Flexible Experience That Works for You
Velixo fits seamlessly into your existing workflow, meeting you where you work most effectively—in Excel. Compatible across Windows, Mac, and the Cloud, Velixo works on any Excel version, making it easy to adopt without extensive training. In fact, if you’re familiar with Excel, you already know how to use Velixo.
Save Countless Hours with Automated Data Sync
Automate Data Push: Automate repetitive data entry by pushing information from Excel directly back to your ERP with Velixo’s Data Push.
Collaborative & Secure by Design: Ensure secure, compliant data access and seamless team collaboration with centralized updates, ERP authentication, and cloud integration through Microsoft 365.
Designed for Native ERP Integration
Velixo’s ERP-specific design means that you’re not just working with Excel and ERP data independently—they’re integrated in real time, with data flowing both ways. Velixo includes pre-built templates and functions that bring data to life, giving users control over information flow, layout, and presentation.
Sage Intacct Integration
Velixo integrates deeply with Sage Intacct, creating a unified experience that’s ideal for strategic planning, reporting, and analysis within Excel.
Acumatica Integration
Export invoices, payments, and credits with automated invoice capture and data syncing in Acumatica.
“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.”
Finding their ERP’s reporting complex, Habitat for Humanity of Denver sought a more efficient solution. With Velixo’s seamless integration, they implemented the tool quickly, needed minimal training, and immediately gained powerful, real-time insights.
Is Velixo the Solution You Need?
With scalable subscription plans and effortless migrations from other ERPs or reporting systems, Velixo is built to grow with you. Whether you’re integrating for the first time or upgrading your ERP reporting process, Velixo provides unparalleled performance, compatibility, and support, ensuring that you have peace of mind as your organization evolves.
Are you looking to streamline reporting and budgeting within the familiar environment of Excel?
Do you need real-time ERP data without switching between multiple platforms?
Would you like to reduce manual tasks and ensure data accuracy with automated, ERP-connected reporting?
Connect Your ERP with Velixo Excel-based Reporting
Fill out our contact form to schedule a personalized demo to assess if Velixo is a fit for your organization.