Home AI and Velixo for more streamlined reporting, planning & analysis

AI and Velixo for more streamlined reporting, planning & analysis

Damien Zwillinger
Tips & Tricks
1 min

Financial Planning and Analysis (FP&A) and Project Management are crucial functions for any type of company operating their business using an Enterprise Resource Planning (ERP) system like Acumatica, MYOB Advanced, or Sage Intacct. ERP users in those functions often face many of the same challenges, such as:

In this blog, we will explore how AI, Excel Copilot, and Velixo can work together to enhance the overall experience and for organizations to gain in performance and productivity.

What is AI and how can it help ERP professionals?

Artificial intelligence (AI) is the ability of software services to perform tasks that normally require human intelligence, such as understanding language, recognizing patterns, learning from data, and solving problems. AI can help ERP professionals in many ways, such as:

What is Excel Copilot and how can it help ERP professionals?

Excel Copilot is a new feature from Microsoft that integrates AI with Excel, one of the most widely used reporting tools. Excel Copilot allows you to use natural language commands to interact with your data and get insights and recommendations from AI. Ask Copilot to even perform tasks in other Microsoft 365 apps, such as sending emails or scheduling meetings.

Microsoft has been integrating Microsoft Copilot into their entire suite of products and Excel Copilot is the Excel-tailored version of Copilot that is being rolled out to every Microsoft 365 customer. We invite you to read more about Excel Copilot by clicking this link.

You may ask Copilot questions such as:

Source: Microsoft

Source: Microsoft

What is Velixo and how can it help ERP professionals?

Velixo integrates Microsoft Excel with your cloud ERP system, such as Acumatica, MYOB Advanced, or Sage Intacct allows you to access and update your ERP data directly from Excel, in real-time without any data extraction or storage in a data warehouse. For example, you can:

How can AI, Excel Copilot and Velixo work together to boost performance?

As a modern Excel integration, Velixo is simply a natural extension of Excel, and therefore every AI feature provided by Microsoft Excel Copilot is also available to Velixo users. It is that simple. What this then means is that Velixo enables smart AI features for your ERP data and directly in support of your strategic reports and data analysis needs to accelerate business insights, enabling powerful and seamless FP&A and project solutions that can boost your performance in every aspect of your work. Here are some examples of how you can use them together:

Notable Velixo features that work with Excel Copilot

As of today, Microsoft Copilot can only interact with data present in Excel data tables. Rest assured that Velixo has been hard at work to support data tables for several features to ensure full compatibility with Microsoft Excel Copilot.

Velixo recently added support for interacting with data tables instead of solely relying on spilling ranges for the following features:

Velixo Drilldown with Excel Copilot

As Microsoft Copilot improves over time and Velixo continues to tightly integrate with its features, you can rest assured that you will be at the top of the game, always on the latest and greatest AI technology to power all your ERP reporting, budgeting, and data automation scenarios.

We can’t wait to see where this technology takes FP&A and project scenarios in a year-time! But: to the next level, that is a certainty!

Contact us to learn more about ...

... how Velixo and Excel Copilot can boost your performance and productivity with AI!

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