Accelerate business outcomes and make ERP reporting, planning & automation efficient and fun

Change the game with a deeply integrated and efficient tool and take back your time, all within the comfort of the Excel you love.

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Our features

Unmatched self-service reporting, budgeting & automation experience.

Let users own their work, feel good and take back their time.
Report

Report

Powered by Velixo Smart Refresh, we give you a live, full self-service reporting experience with specially designed Excel-like Accelerator functions and flexible query options, all within the comfort of Excel. It will feel like a natural extension of Excel!

Learn more about Velixo

Learn more about Report

Analyze

Analyze

Deeply integrated exploration features that let you analyze transaction details, get AI insights from Excel Copilot, and jump back to your ERP, for a fully connected and interactive experience.

Learn more about Velixo

Learn more about Analyze

Budget & Plan

Budget & Plan

Create your budgeting & forecasting scenarios with confidence, with no limitations whatsoever, using our templates and writeback features.

Learn more about Velixo

Learn more about Budget & Plan

Push

Push

Save days and remove manual data entry by automating data push from Excel directly to your ERP, using our generated input forms and optimized Push features.

Learn more about Velixo

Learn more about Push

Govern & Collaborate

Govern & Collaborate

Automatic updates, no maintenance, ERP authentication and security coupled with cloud centralization give you peace of mind that you can grow with confidence.

Learn more about Velixo

Learn more about Govern & Collaborate

Distribute & Automate

Distribute & Automate

Package your work, embed or distribute it using our email distribution features and native Microsoft 365 integrations. Velixo is highly integrated.

Learn more about Velixo

Learn more about Distribute & Automate

Report

Powered by Velixo Smart Refresh, we give you a live, full self-service reporting experience with specially designed Excel-like Accelerator functions and flexible query options, all within the comfort of Excel. It will feel like a natural extension of Excel!

Learn more about Velixo

Learn more about Report

Analyze

Deeply integrated exploration features that let you analyze transaction details, get AI insights from Excel Copilot, and jump back to your ERP, for a fully connected and interactive experience.

Learn more about Velixo

Learn more about Analyze

Budget & Plan

Create your budgeting & forecasting scenarios with confidence, with no limitations whatsoever, using our templates and writeback features.

Learn more about Velixo

Learn more about Budget & Plan

Push

Save days and remove manual data entry by automating data push from Excel directly to your ERP, using our generated input forms and optimized Push features.

Learn more about Velixo

Learn more about Push

Govern & Collaborate

Automatic updates, no maintenance, ERP authentication and security coupled with cloud centralization give you peace of mind that you can grow with confidence.

Learn more about Velixo

Learn more about Govern & Collaborate

Distribute & Automate

Package your work, embed or distribute it using our email distribution features and native Microsoft 365 integrations. Velixo is highly integrated.

Learn more about Velixo

Learn more about Distribute & Automate

Achieve significant outcomes

Save a tremendous amount of time and effort, and reach business outcomes faster

Make key decisions faster

Become more data driven. Deliver insights at scale, with repeatable, live, automated data, all within the comfort of Excel.

Save on labor costs, on all fronts

Automate labor-intensive and manual work, take back your time, and save hours every week.

Become more efficient

Automate data entry processes, integrate data with our data push forms to write data back to your ERP.

Use cases

We have solutions for all your reporting, analysis & planning needs

Financial Reporting

Financial Reporting

All your company statements, for all your unique requirements. Achieved your way!
  • Profit & loss
  • Balance sheet
  • Trial balance
  • Cash flow statements
  • Bank and expense reporting
  • Metrics and visualizations, …
Financial Consolidation

Financial Consolidation

Easily combine systems, entities and consolidate your businesses together.
  • Multi-system
  • Multi-company
  • Multi-calendars, multi-currency
  • Tax provisioning, …
Financial Close Management

Financial Close Management

Support the Finance department with automated checks and added controls for your month-end or annual close.
  • Account reconciliations
  • Bank reconciliations
  • Intercompany management
  • Eliminations
  • Audit, …
Budgeting & Planning

Budgeting & Planning

Plan for anything and everything. A fully ERP-synchronized solution for GL and Budget lets you directly write data back to your ERP in bulk!
  • Strategic planning
  • Cash flow planning
  • Scenario analysis
  • Expense & revenue Planning
  • Depreciation planning, …
Project Forecasting

Project Forecasting

With specially designed Project functions and features, Velixo is optimized for reporting and forecasting on project data and then writing this data back.
  • Project accounting
  • Work-in-progress
  • Project forecasting
  • Consumption & cost forecasting, …
Operational Analysis

Operational Analysis

It’s not just about financials. Companies use Velixo cross-functionally to report on every area of their business and make data-driven decisions.
  • Accounts receivable
  • Accounts payable
  • Sales
  • Purchases
  • Inventory, …
Data Integration

Data Integration

Automate manual data entry by directly pushing data originating from manual Excel data or external Excel data into your ERP.
  • Expenses
  • AR invoice
  • AP bill
  • Project, …

Financial Reporting

All your company statements, for all your unique requirements. Achieved your way!
  • Profit & loss
  • Balance sheet
  • Trial balance
  • Cash flow statements
  • Bank and expense reporting
  • Metrics and visualizations, …

Financial Consolidation

Easily combine systems, entities and consolidate your businesses together.
  • Multi-system
  • Multi-company
  • Multi-calendars, multi-currency
  • Tax provisioning, …

Financial Close Management

Support the Finance department with automated checks and added controls for your month-end or annual close.
  • Account reconciliations
  • Bank reconciliations
  • Intercompany management
  • Eliminations
  • Audit, …

Budgeting & Planning

Plan for anything and everything. A fully ERP-synchronized solution for GL and Budget lets you directly write data back to your ERP in bulk!
  • Strategic planning
  • Cash flow planning
  • Scenario analysis
  • Expense & revenue Planning
  • Depreciation planning, …

Project Forecasting

With specially designed Project functions and features, Velixo is optimized for reporting and forecasting on project data and then writing this data back.
  • Project accounting
  • Work-in-progress
  • Project forecasting
  • Consumption & cost forecasting, …

Operational Analysis

It’s not just about financials. Companies use Velixo cross-functionally to report on every area of their business and make data-driven decisions.
  • Accounts receivable
  • Accounts payable
  • Sales
  • Purchases
  • Inventory, …

Data Integration

Automate manual data entry by directly pushing data originating from manual Excel data or external Excel data into your ERP.
  • Expenses
  • AR invoice
  • AP bill
  • Project, …

Our customers

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.

Ready to try it?

Bring your ERP data to life in Excel

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