Sage Intacct Nonprofit
A set of real-time and bidirectional features with pre-built Excel-based reports. Streamline reporting and internal workflows, and significantly boost your productivity with Velixo for Sage Intacct Nonprofit.
Designed for Sage Intacct Users, Built for Nonprofits.
Velixo bridges the gaps between Sage Intacct and Excel, providing a comprehensive solution built specifically to extend Sage Intacct's capabilities for Nonprofit organizations and boost customers' productivity while ensuring data integrity.
Our Pre-Built Templates
A subset of the Velixo for Sage Intacct Nonprofit Templates
Type: Financial Reporting/Tool Hybrid
Persona: CFO, Controller, Accountants, Audit Committee
An advanced reporting and accounting automation template for nonprofits with purpose-restricted net assets.
- Review net asset balances from start to finish
- Prebuilt to catch amounts not tagged to a funding source
- Template auto-calculates entry based on expenses (with option for user override)
- Full expense GL detail side-by-side with entry calc
↑ Release revenue from restriction (Journal writeback)
Type: Financial Reporting
Persona: CFO, Controller, Audit Committee
A key component of a nonprofit organization’s audited financial statements, presenting revenues by category, expenses by function, and expanding financial data by the nature of its net asset restriction for a GAAP-compliant format.
- Prebuilt with QuickStart; user can tailor at will
- Flexible mapping by account group, category, or range
- Prebuilt to catch amounts not tagged to key dimensions
- Collapse on-the-fly for summary or detail
- No complexity in handling any date range
Type: Financial Reporting
Persona: CFO, Controller, Audit Committee
A key component of a nonprofit organization’s audited financial statements, presenting assets, liabilities, and net assets ready-made for GAAP compliance.
- Prebuilt with QuickStart; user can tailor at will
- Flexible mapping by category, account group, or range
- Prebuilt to catch amounts not tagged to restriction
Type: Financial Reporting/Tool Hybrid
Persona: CFO, Controller, Audit Committee
A key component of a nonprofit organization’s audited financial statements, presenting expenses by both nature and function for a GAAP-compliant format.
- Prebuilt with QuickStart; user can tailor at will
- Flexible mapping by account group, category, or range
- Prebuilt to catch amounts not tagged to function
- Collapse on-the-fly for summary or detail
- No complexity in handling any date range
↑ Update expense allocation (Journal writeback)
Available in 2 versions: GAAP and IRS 990 (US Localized)
Type: Financial Reporting
Persona: CFO, Controller, Accountants, Audit Committee
An advanced reporting template that allows for powerful analysis of balances and activity by all unique combinations of GL account and dimensions.
- Extract trial balance by GL account and any/all dimensions
- Reorder column presentation on the fly
- Perform automatic period rolling AND period trailing analysis for ending balance or activity
- User effort is point and click, negligible input
Type: Allocation Tool
Persona: CFO, Accountants, Other Finance pros
This tool is part of a series of advanced nonprofit reallocation tools. This template provides the ability to reallocate account activity or ending balances based on actual results using any combination of date, book, GL account and dimension filters needed. Leveraging Velixo’s journal writeback functionality, sending your allocation journal entry to Sage Intacct is a one-click process.
↑ Create new Journal entries with allocated amounts (Journal writeback)
Type: Allocation Tool
Persona: CFO, Accountants, Other Finance pros
This tool is part of a series of advanced nonprofit reallocation tools. This template provides the ability to reallocate account activity or ending balances based on dimensional distribution in your budget data. Leveraging Velixo’s journal writeback functionality, sending your allocation journal entry to Sage Intacct is a one-click process.
↑ Create new Journal entries with allocated amounts (Journal writeback)
Type: Reporting
Persona: Program teams (Director, Manager, Exec), Finance pros (CFO, Accountants), Audit committees
This report is an advanced template used for granular extraction and analysis of paid transaction line-level details, for a given date range. A cumbersome task for organizations using accrual-basis accounting, this tool solves for the challenge, all in a consolidated table for easy filtering and analysis by the user.
Type: Financial Reporting/Tool Hybrid
Persona: CFO, Controller, Accountants, Audit Committee
An advanced reporting and accounting automation template for nonprofits with purpose-restricted net assets.
- Review net asset balances from start to finish
- Prebuilt to catch amounts not tagged to a funding source
- Template auto-calculates entry based on expenses (with option for user override)
- Full expense GL detail side-by-side with entry calc
↑ Release revenue from restriction (Journal writeback)
Type: Financial Reporting
Persona: CFO, Controller, Audit Committee
A key component of a nonprofit organization’s audited financial statements, presenting revenues by category, expenses by function, and expanding financial data by the nature of its net asset restriction for a GAAP-compliant format.
- Prebuilt with QuickStart; user can tailor at will
- Flexible mapping by account group, category, or range
- Prebuilt to catch amounts not tagged to key dimensions
- Collapse on-the-fly for summary or detail
- No complexity in handling any date range
Type: Financial Reporting
Persona: CFO, Controller, Audit Committee
A key component of a nonprofit organization’s audited financial statements, presenting assets, liabilities, and net assets ready-made for GAAP compliance.
- Prebuilt with QuickStart; user can tailor at will
- Flexible mapping by category, account group, or range
- Prebuilt to catch amounts not tagged to restriction
Type: Financial Reporting/Tool Hybrid
Persona: CFO, Controller, Audit Committee
A key component of a nonprofit organization’s audited financial statements, presenting expenses by both nature and function for a GAAP-compliant format.
- Prebuilt with QuickStart; user can tailor at will
- Flexible mapping by account group, category, or range
- Prebuilt to catch amounts not tagged to function
- Collapse on-the-fly for summary or detail
- No complexity in handling any date range
↑ Update expense allocation (Journal writeback)
Available in 2 versions: GAAP and IRS 990 (US Localized)
Type: Financial Reporting
Persona: CFO, Controller, Accountants, Audit Committee
An advanced reporting template that allows for powerful analysis of balances and activity by all unique combinations of GL account and dimensions.
- Extract trial balance by GL account and any/all dimensions
- Reorder column presentation on the fly
- Perform automatic period rolling AND period trailing analysis for ending balance or activity
- User effort is point and click, negligible input
Type: Allocation Tool
Persona: CFO, Accountants, Other Finance pros
This tool is part of a series of advanced nonprofit reallocation tools. This template provides the ability to reallocate account activity or ending balances based on actual results using any combination of date, book, GL account and dimension filters needed. Leveraging Velixo’s journal writeback functionality, sending your allocation journal entry to Sage Intacct is a one-click process.
↑ Create new Journal entries with allocated amounts (Journal writeback)
Type: Allocation Tool
Persona: CFO, Accountants, Other Finance pros
This tool is part of a series of advanced nonprofit reallocation tools. This template provides the ability to reallocate account activity or ending balances based on dimensional distribution in your budget data. Leveraging Velixo’s journal writeback functionality, sending your allocation journal entry to Sage Intacct is a one-click process.
↑ Create new Journal entries with allocated amounts (Journal writeback)
Type: Reporting
Persona: Program teams (Director, Manager, Exec), Finance pros (CFO, Accountants), Audit committees
This report is an advanced template used for granular extraction and analysis of paid transaction line-level details, for a given date range. A cumbersome task for organizations using accrual-basis accounting, this tool solves for the challenge, all in a consolidated table for easy filtering and analysis by the user.
Be More Efficient & Achieve Your Goals
Having capacity constraints? Missing Excel? Velixo adds a live connection to Sage Intacct in Excel, so you can achieve more!
Addresses Diverse Report Needs
Tailored to diverse NFP personas, Excel formatting, deep integrations with standard and user-defined dimensions
Solves Grant Budgeting Complexities
Multi-year awards, crossing fiscal years/grant cycles, dynamic forecasts
Delivers Proper Compliance & Accounting
Perpetually Audit-ready, better transparency & visibility, flexible actual/budget allocations
Our features
Unmatched self-service reporting, budgeting & automation experience.
Let users own their work, feel good and take back their time.
Report
Powered by Velixo Smart Refresh, we give you a live, full self-service reporting experience with specially designed Excel-like Accelerator functions, all in the comfort of Excel. It will feel like a natural extension of Excel!
Analyze
Deeply integrated exploration features that let you analyze transaction details and jump back to Sage, for a fully connected and interactive experience.
Budget & Plan
Create your budgeting & forecasting scenarios with confidence, with no limitations whatsoever, using our templates and writeback features.
Push
Save days and remove manual data entry by automating data push from Excel directly to Sage, using our generated input forms and optimized Push features.
Govern & Collaborate
Automatic updates, no maintenance, native source authentication and security coupled with cloud centralization give you peace of mind that you can grow with confidence.
Distribute & Automate
Package your work, embed or distribute it using our email distribution features and native Microsoft 365 integrations. Velixo is highly integrated.
Pre-built Templates
Download pre-built Financial Templates from a range of industries. Our Templates are built, supported and maintained by Velixo. They’re generic and can simply be connected to your ERP with limited configurations.
Report
Powered by Velixo Smart Refresh, we give you a live, full self-service reporting experience with specially designed Excel-like Accelerator functions, all in the comfort of Excel. It will feel like a natural extension of Excel!
Analyze
Deeply integrated exploration features that let you analyze transaction details and jump back to Sage, for a fully connected and interactive experience.
Budget & Plan
Create your budgeting & forecasting scenarios with confidence, with no limitations whatsoever, using our templates and writeback features.
Push
Save days and remove manual data entry by automating data push from Excel directly to Sage, using our generated input forms and optimized Push features.
Govern & Collaborate
Automatic updates, no maintenance, native source authentication and security coupled with cloud centralization give you peace of mind that you can grow with confidence.
Distribute & Automate
Package your work, embed or distribute it using our email distribution features and native Microsoft 365 integrations. Velixo is highly integrated.
Pre-built Templates
Download pre-built Financial Templates from a range of industries. Our Templates are built, supported and maintained by Velixo. They’re generic and can simply be connected to your ERP with limited configurations.
What They Say About Us
“I started with one of Velixo’s Statement of Activities templates and was amazed at how easy it was to customize it for our organization. I turned it into a budgeting tool with tabs for each of our departments. It was built for nonprofits.”
“I like the Statement of Activities and Statement of Financial Position, the ability to switch between account groups and ranges gives us the flexibility to scale across clients easily, I’m preparing for an upcoming audit and already see how much time Velixo will save us, especially with the Statement of Functional Expense and Net Asset Rollforward templates."
If you’ve ever used the SUM function in Excel, you can pull data out of Intacct. It’s that easy!. Velixo allows us to pull multiple dimensions at once. Prior to Velixo this would mean running multiple reports for each dimension then manually trying to get them aligned. Velixo saves us 30 person-hours every month!
“Velixo’s wildcard functionality let me plug right into our existing Sage Intacct dimensions without extra setup. I filtered by our department codes and it just worked! No maintenance headaches, and it scales as we grow.”
“We had a client request an Expanded Trial Balance recently, and I couldn’t build it in Sage Intacct. Velixo had exactly what we needed, right out of the box. The help articles were excellent; everything was incredibly straightforward. Any time I had a question, I found the answer right there. That level of clarity is rare."
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.
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.
The Velixo difference
Others just don’t do the same!
We’re laser focused on user experiences that accelerate your business outcomes. Zero friction!
- Let your users own their work and take back their time
- No silos of data with live connections/ refreshes and centralization in SharePoint
- SSO and per-user data security, synchronized from Sage Intacct
- Fully interactive – real-time reporting, with exploration of data in Excel or directly in Sage Intacct
- Available on any Excel, Windows or Mac. Desktop or Cloud.
- Your statements version-controlled, pixel-perfect, with Notes, one-cell values, formatted the way you want, using any layout, thanks to Excel
- Natively Excel delivered. Stay in Excel for further analysis, budgeting or data push scenarios
- Share or distribute using our automated distribution features
- If you know how to Excel, you know how to Velixo!
- Up to speed in no-time, limited training needed
- You only interact with Excel-like functions, it’s a simple and efficient reporting experience
- No other software, license or platform dependency
- No programming language to learn
- Trust Your data, it’s fully integrated to Sage
- Built from the ground up for Sage Intacct
- Backed by a large community of partners and customers
- Velixo is constantly refined and auto-updated
- Get Started with pre-built Templates
- Simple subscription plans that follows you and that you can upgrade
- Moving from somewhere? An ERP or another reporting software? Migrate in days not months!
- Unparalleled performance and scalability
- Real-time Budgeting and Data Push features
- Leverage the myriads of available Microsoft 365 apps that are naturally in Velixo’s ecosystem
- Teams for effective Collaboration
- SharePoint Online as the centralized , cross-department repository
- Power Automate for smart user or automated trigger-based workflows
Our community
Thousands of companies of every size, in every industry use Velixo to accelerate business outcomes.
You can trust our growing community, they wouldn’t look elsewhere.
