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Velixo – Reporting, Budgeting & Automation

Velixo is a modern reporting, budgeting and data automation software that seamlessly integrates with Acumatica from Excel, in real-time.

Are you looking for a way to enhance your reporting and budgeting capabilities with Acumatica? Do you want to leverage the power and flexibility of Excel without sacrificing the accuracy and security of your data?

Velixo connects directly to Acumatica, bidirectionally, and provides you with a range of optimized features to create reports, analyze and interact with your financials, operational or project data in real-time, all within the Excel you love and already know.
It can also push any data to your Cloud ERP, making it a real game changer for budgeting and automating data entry for data quality purposes or key business use cases.

With research indicating that 80% of users revert to Excel for further analysis after exploring alternatives, Velixo offers a compelling solution starting directly from Excel.

Use cases include: financial reporting & analysis, consolidation, allocation, operational reporting, budgeting and planning, project accounting, project forecasting, construction reporting, bulk data input, and fixing data quality issues.

Velixo helps thousands of organizations of any size, and boasts an impressive perfect satisfaction score among the community. If you know how to Excel, you know how to Velixo!

Ready to see how our multi-award winning software can maximize the value derived from your ERP investment, boost your productivity and accelerate business outcomes? Let's get in touch!

  • Fulfilled by Acumatica
  • Connected with Acumatica
Industry Served
Cross industries
Benefits for Your Business

Key features

  • Real-time reporting & budgeting (for any data, financials or operational)
  • Dynamic, Excel-like Accelerator functions
  • Smart drilldown to transactions in Excel and in Acumatica, with AI insights
  • Live writeback of Journals, Budgets and Project Forecasts
  • Data Push (Generic Writeback) to Acumatica
  • Pre-built Templates
  • Smart report distribution by email
  • Fully integrated to Microsoft 365
  • Excel Desktop or Online, Windows or Mac

About Velixo

Awarded Acumatica Top-notch 2024, Innovation 2023 and Partner of the Year 2022, we 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.

Resources

Datasheet

Customer Reviews

Reynolds, Carolyn
Kootenay Savings Credit Union
Cadillac Reporting
April 21st, 2023

The Finance department at our Credit Union has started using the Velixo reporting tool and we are impressed. The number of functions available, the support to use these functions, and the support we are receiving is impressive. Love this product!

Anderson, Jacob
TRA Snow & Sun
Hooking the most popular software in the world Excel to Acumatica is like givinr our ERP a super power!
January 31st, 2023

Velixo is my FAVORITE addition to Acumatica. The previous frustrations of "I know how to do that in Excel why can’t I do it in Acumatica" are gone. I love it. 5 stars!

Hughes, Jessica
THS National
Amazing Information at Your Fingertips
January 31st, 2023

Since starting Velixo, we have been able to access our information more easily and do in depth analysis in Excel. As a company that is moving into the business intelligence space at lightning speed, there is no better way to allow our team to get comfortable with manipulating LIVE data. 10/10 recommendation Velixo, the WONDERFUL staff, and the endless support docs online.

Stormo, Alison
Furhaven Pet Products
Easy to use and setup
January 30th, 2023

We love to use this product for employees to quickly and easily access the data that they need.

Pistorius, Andrew
Mid-States Millwright & Builders
Everyone with Acumatica should have this tool
January 30th, 2023

The ability to make mass entry into Acumatica seamless through generic writeback is incredible.

Stuessy, Christopher
Overture Center For The Arts
Velixo is so flexible and easy to use
August 4th, 2021

Velixo is a great product whose designers obviously knew what an accountant needed in an Excel-based solution. From the moment you load the program anyone who has used Excel before is able to begin writing formulas to report out of the Acumatica database because they are so intuitive to Excel structure and they took the time to write tooltips which walk you through everything. The formulas are so flexible that we were able to recreate our statements with ease and adapt them as needed for varying levels of detail.
Another helpful feature of Velixo is their online tools which provide articles for everything you can do with Velixo in a concise and easy to read format. They continue to update and improve on the solution, providing for new and exciting ways to use Velixo.

Brobjorg, John
ADDvantage Technologies Group
Velixo Gives Acumatica Users Super Powers!
May 21st, 2021

Everyone knows Excel. If you know Excel, its so easy to learn Velixo and utilize all the data accumulated within the Acumatica database to design Excel based reports to make everyone's job easier. Using Velixo, our comp[any has designed reports that help us manage our business at a level way beyond the "canned" Acumatica reports and way easier than using Acumatica's report writer and quieries. If the data you want is somewhere in Acumatica, Velixo gets it out using an Excel platform to easily create reports that are effective and professional looking to make any seasoned database administrator jealous. Acumatica is a good ERP software package but supplementing it with Velixo makes Acumatica an awesome ERP package.

Lalo, Chris
Atlas RFID Solutions Store, LLC
Versatile time saver!
May 5th, 2021

This product is a must have for any finance / accounting oriented Acumatica user. It saves my team a significant time each month and is great for building ad-hoc reports. Highly reccomended!

Colgan Patrick, Mr.
SWK Technologies, Inc.
Great Reporting Tool for Acumatica beyond Financials
April 22nd, 2021

If you have not used this tool yet, you should consider doing so. With all the amazing functionality to seamlessly pull data from Acumatica into Excel and then format as needed. The product investment and development can be seen in the quality features and the continued updates to stay current with recent build releases from Acumatica.

Oliva, Anne
Embrace Living Communities
Velixo Excel-based reporting tool is AMAZING!
February 11th, 2021

I am working on our year-end audit and we have 35+ companies. Velixo has been an absolute DREAM COME TRUE compared to my experiences with FRx, Management Reporter, and BI360. I had a great experience with FRx and was sad to see it go. Velixo blows the other reporting tools out of the water; there is no comparison. It is so very easy to use once you learn the basic concepts. It has made my work so much easier and fun again. Reports that used to take me days to write and program no take just a few hours. I highly recommend Velixo to any Acumatica user.

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