Velixo

Reporting, Budgeting & Automation

Velixo is a modern Excel-based reporting, budgeting, and data automation tool built by Acumatica experts, adding a dedicated toolbar and over 70 functions designed to work seamlessly with Acumatica’s General Ledger, Project Data, and Generic Inquiries in real time.

  • Real-time reporting & budgeting (for any data, financials or operational)

  • Smart drilldown to transactions in Excel and in Acumatica, with AI insights

  • Dynamic, Excel-like Accelerator functions

  • Excel Desktop or Online, Windows or Mac

Key business benefits

  • Pre-built Templates

  • Live writeback of Journals, Budgets and Project Forecasts

  • Multi-dimensional reporting
  • Multiple display options

  • Data Push (Generic Writeback) to Acumatica

  • Smart report distribution by email

  • Fully integrated to Microsoft 365

Seamless Reporting and Planning in Excel with Velixo for Acumatica

Velixo connects bidirectionally to Acumatica, providing a range of optimised features to create, analyse, and interact with your financial, operational, or project data in real time — all within the familiar environment of Excel. Built by Acumatica experts, Velixo extends your Cloud ERP by enabling seamless data writeback, making it a powerful solution for budgeting, planning, and automating data entry for improved accuracy and efficiency. With research showing that 80% of users return to Excel for deeper analysis after exploring other tools, Velixo delivers the best of both worlds by bringing Acumatica directly to Excel.

Use cases include financial reporting and analysis, consolidation, allocation, operational reporting, budgeting and planning, project accounting, project forecasting, construction reporting, bulk data input, and data quality management. As the premier reporting solution for Acumatica, Velixo leverages the full power of your Cloud ERP with features such as Smart Drilldown, Smart Refresh, Writeback, Consolidations, and Advanced Security. Simple yet powerful, it empowers your entire team to make smarter, faster decisions.

If you know Excel, you know Velixo.

REMCAN is excited to start using the AP Artificial Intelligence invoice recognition. We’re processing well over 2,000 invoices a month, and the AP AI will allow us to be way more efficient.

– Andrea Deakove, Project Lead, REMCAN Projects

How Velixo Works