Excel is the surface. STACKMicrosoft Dynamics 365 Business CentralAcumaticaSage IntacctMYOB AcumaticaCegid XRP FlexHotel Investor AppsJamis PrimeHaufe X360Sage Intacct Nonprofit is the truth. AI is the speed.
Velixo plugs an AI analyst directly into your ERP and puts it where your finance team gets the job done. Ask anything of your GL, projects, budgets, payroll. Get an answer back in Excel. Built for the CFO who's done waiting on IT.
An AI that reads your ERP, thinks in finance, and answers in Excel
Stop exporting. Start asking. Go home before midnight.
Intelligence
AI that lives where you actually work — inside Excel.
Velixo Intelligence sits next to your formulas, not in another tab. Ask it to summarize a sheet, debug a busted range, or write the query you’ve been putting off. No exports. No copy-paste. No “let me switch to the other AI tool real quick.” It just works in the workbook you already had open.
Report
Live reports. Real numbers. No more copy and waste.
Velixo’s Smart Refresh pulls live from your ERP every time the sheet opens. No CSVs. No “is this last week’s file?” No paste-and-format. Just GL, project, AR/AP, and payroll data — through Excel-native functions you already know, with an AI query builder for the rest. The number in cell B47 is the number in your ERP. Right now.
Analyze
Click a number. See the transaction behind it.
Drop into any figure and Velixo opens the underlying transactions. Pivot. Slice. Ask Velixo Intelligence to identify the drivers. Jump back to the source record in Acumatica, Sage Intacct, or Business Central without leaving the workbook. Curiosity becomes a one-click move, not a thirty-minute archaeology project.
Budget & Plan
Build the scenario in Excel. Push it to the ERP. Argue about it later.
Build budgets and forecasts the way finance actually builds them — in spreadsheets, with formulas, with sensitivity tabs the CFO will actually open. Use Velixo’s templates or roll your own. When the version is approved, Writeback pushes the numbers straight into your ERP. The audit trail follows. The all-nighter doesn’t.
Push
Excel writes back. Your ERP listens.
Most “BI tools” are read-only — a one-way dashboard you can’t argue with. Velixo’s Push sends data straight from Excel into Acumatica, Sage Intacct or Business Central through generated input forms. Bulk-edit a budget. Fix a hundred bad GL lines. Upload a thousand AP bills. From the cell you’re already standing in. Audit trail intact. The days you used to lose to manual entry are gone.
Govern & Collaborate
Trust, without the IT ticket.
ERP authentication. Role-based access. A single source of truth in the cloud. Automatic updates, no consultant on retainer, no “we need to upgrade Velixo first” before you can close the books. Your auditor stays happy. Your team stays in sync. You stays trusted.
Distribute & Automate
Ship the report. Schedule the next one. Forget about it.
Package the workbook, schedule the email, embed the live numbers in Teams or Outlook. Native Microsoft 365 — not “compatible with”, actually native. The board pack lands in everyone’s inbox at 7am Friday. You didn’t have to be awake to send it.
AI that lives where you actually work — inside Excel.
Velixo Intelligence sits next to your formulas, not in another tab. Ask it to summarize a sheet, debug a busted range, or write the query you’ve been putting off. No exports. No copy-paste. No “let me switch to the other AI tool real quick.” It just works in the workbook you already had open.
Live reports. Real numbers. No more copy and waste.
Velixo’s Smart Refresh pulls live from your ERP every time the sheet opens. No CSVs. No “is this last week’s file?” No paste-and-format. Just GL, project, AR/AP, and payroll data — through Excel-native functions you already know, with an AI query builder for the rest. The number in cell B47 is the number in your ERP. Right now.
Click a number. See the transaction behind it.
Drop into any figure and Velixo opens the underlying transactions. Pivot. Slice. Ask Velixo Intelligence to identify the drivers. Jump back to the source record in Acumatica, Sage Intacct, or Business Central without leaving the workbook. Curiosity becomes a one-click move, not a thirty-minute archaeology project.
Build the scenario in Excel. Push it to the ERP. Argue about it later.
Build budgets and forecasts the way finance actually builds them — in spreadsheets, with formulas, with sensitivity tabs the CFO will actually open. Use Velixo’s templates or roll your own. When the version is approved, Writeback pushes the numbers straight into your ERP. The audit trail follows. The all-nighter doesn’t.
Excel writes back. Your ERP listens.
Most “BI tools” are read-only — a one-way dashboard you can’t argue with. Velixo’s Push sends data straight from Excel into Acumatica, Sage Intacct or Business Central through generated input forms. Bulk-edit a budget. Fix a hundred bad GL lines. Upload a thousand AP bills. From the cell you’re already standing in. Audit trail intact. The days you used to lose to manual entry are gone.
Trust, without the IT ticket.
ERP authentication. Role-based access. A single source of truth in the cloud. Automatic updates, no consultant on retainer, no “we need to upgrade Velixo first” before you can close the books. Your auditor stays happy. Your team stays in sync. You stays trusted.
Ship the report. Schedule the next one. Forget about it.
Package the workbook, schedule the email, embed the live numbers in Teams or Outlook. Native Microsoft 365 — not “compatible with”, actually native. The board pack lands in everyone’s inbox at 7am Friday. You didn’t have to be awake to send it.
The Velixo beliefs
We made spreadsheets think for themselves. Here's why.
Finance teams don't need another tool. They need fewer.
Every tool you add is a workflow you have to maintain. We went the other way.
The most powerful AI surface in finance shipped in 1985. It's called Excel.
Everyone tried to replace it. We decided to supercharge it instead. Velixo turns Excel into a live, AI-powered command center for your financials.
Dashboards are a tax on curiosity.
Every time you want an answer, you file a request, wait for a report, and get yesterday's data. We think asking a question should feel free.
What gets done in Velixo
Seven workflows that used to be all-nighters
Financial Reporting
P&L. Balance sheet. Cash flow. Pulled live, every time.
Build the statements your auditor expects and the ones your CEO actually reads — all from live ERP data. Templates if you want a head start. Empty cells if you want to roll your own. Either way, the numbers refresh the second you open the workbook. Cell B47 is what’s in the GL right now.
Financial Consolidation
Many entities. Many currencies. One sheet.
Pull from multiple Acumatica tenants, Business Central companies, or Sage Intacct entities into a single workbook. Multi-currency translation, intercompany eliminations, multi-calendar, tax provisioning — all in formulas you can audit. No black-box consolidation engine. No separate platform. No “we’ll get IT to set it up next quarter.”
Financial Close Management
Close the books in days, not weeks.
Reconcile accounts. Match intercompany. Run eliminations. Flag the variances that need a human eye. Velixo runs the close checklist Paul used to keep on a sticky note — automatically, with the audit trail attached. Marcus at Greenfield took his close from eleven days to four. He’s in bed by midnight now.
Budgeting & Planning
Build it in Excel. Push it to the ERP. In bulk.
Budgets. Strategic plans. Cash flow forecasts. Scenario analysis. Allocations. All in spreadsheets that already match your ERP’s chart of accounts. When the version is approved, Writeback pushes the whole budget straight into Acumatica or Business Central. The CFO never has to ask “is this the final version?” She can see it in the GL.
Project Forecasting
Project numbers that don’t lie.
Construction estimates. Cost-to-complete. Work-in-progress. Project forecasts. Consumption tracking. Cash flow forecasting. Velixo’s project functions plug straight into your ERP’s project module — pull the data, model the forecast, push the revised numbers back. The PMs see it in the ERP. The CFO sees it in Excel. Same numbers. No reconciling.
Operational Analysis
Beyond the GL. Same workbook.
Finance isn’t the only team that lives in spreadsheets. AR aging, AP forecasting, inventory turnover, sales by rep, purchase analysis — pull any operational dataset from your ERP, drill into the source records, push corrections back. The Velixo workbook your controller opens on Monday is the one your warehouse manager opens on Tuesday.
Data Integration
Excel as the front door to your ERP.
AP bills. AR invoices. Expense reports. Customer records. Item catalogs. New jobs. Anything you’d normally enter through your ERP’s UI, push it from Excel in bulk — from a CSV your bank emailed, a vendor portal export, or a spreadsheet operations built six years ago. Excel becomes the universal front door. Your ERP stays the system of record. The middle disappears.
P&L. Balance sheet. Cash flow. Pulled live, every time.
Build the statements your auditor expects and the ones your CEO actually reads — all from live ERP data. Templates if you want a head start. Empty cells if you want to roll your own. Either way, the numbers refresh the second you open the workbook. Cell B47 is what’s in the GL right now.
Many entities. Many currencies. One sheet.
Pull from multiple Acumatica tenants, Business Central companies, or Sage Intacct entities into a single workbook. Multi-currency translation, intercompany eliminations, multi-calendar, tax provisioning — all in formulas you can audit. No black-box consolidation engine. No separate platform. No “we’ll get IT to set it up next quarter.”
Close the books in days, not weeks.
Reconcile accounts. Match intercompany. Run eliminations. Flag the variances that need a human eye. Velixo runs the close checklist Paul used to keep on a sticky note — automatically, with the audit trail attached. Marcus at Greenfield took his close from eleven days to four. He’s in bed by midnight now.
Build it in Excel. Push it to the ERP. In bulk.
Budgets. Strategic plans. Cash flow forecasts. Scenario analysis. Allocations. All in spreadsheets that already match your ERP’s chart of accounts. When the version is approved, Writeback pushes the whole budget straight into Acumatica or Business Central. The CFO never has to ask “is this the final version?” She can see it in the GL.
Project numbers that don’t lie.
Construction estimates. Cost-to-complete. Work-in-progress. Project forecasts. Consumption tracking. Cash flow forecasting. Velixo’s project functions plug straight into your ERP’s project module — pull the data, model the forecast, push the revised numbers back. The PMs see it in the ERP. The CFO sees it in Excel. Same numbers. No reconciling.
Beyond the GL. Same workbook.
Finance isn’t the only team that lives in spreadsheets. AR aging, AP forecasting, inventory turnover, sales by rep, purchase analysis — pull any operational dataset from your ERP, drill into the source records, push corrections back. The Velixo workbook your controller opens on Monday is the one your warehouse manager opens on Tuesday.
Excel as the front door to your ERP.
AP bills. AR invoices. Expense reports. Customer records. Item catalogs. New jobs. Anything you’d normally enter through your ERP’s UI, push it from Excel in bulk — from a CSV your bank emailed, a vendor portal export, or a spreadsheet operations built six years ago. Excel becomes the universal front door. Your ERP stays the system of record. The middle disappears.
Don't take our word for it
Velixo cut Mid-States Companies’ estimate and proposal manhours in half. If you don’t have Velixo, you’re crazy.
Accounting systems are great, but the hardest part sometimes is getting the data out. If you know Excel, Velixo is an easy tool to learn. I’ve created great WIP schedules, import templates, and full financial packages. Best thing is, I’m not a professional report writer and I was able to do it!
This is the heart of all financial reporting and project management cost reporting for our Operations team. Velixo is what makes Acumatica WORK for us.
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.
We have cut our financial report generation process down to minutes and not hours. We can turn around ad-hoc financial requests instantaneously. It has made our process fast, lean and more transparent.
The ability to write my forecasts back in bulk saves me lots of back and forth and manual entries, I estimate it reduces our budgeting process from days to hours.
Velixo Reports has drastically reduced the amount of time it takes for my month-end financial statement preparation. I couldn’t be happier. Excellent product.
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.
Velixo gives Acumatica users Superpowers! Everyone knows Excel. If you know Excel, it's so easy to learn Velixo and utilize all the data accumulated within your ERP to design Excel-based reports to make everyone's job easier.
It was an easy decision to utilize an excellent, well-developed, well-maintained tool on the market than to attempt other paths. Velixo had the right features, functionality, and ease of use to make it an easy decision for any business.
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.
Proof
3,400 finance teams. 25 countries. 97% stay.
Best-selling app on Acumatica, Sage, and MYOB. G2 Momentum Leader.
Bring your ERP
data to life
with Excel
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