Run Business Central Reporting in Excel Without Compromises
Award-winning Velixo connects Excel directly to Microsoft Dynamics 365 Business Central so finance teams can report, budget, and analyze with confidence, even as complexity grows without requiring data storage and IT.
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Thousands of companies of every size, in every industry use Velixo to accelerate business outcomes
Without Velixo
Manual exports, broken spreadsheets, and reporting that never quite ties back to Business Central
- Hours lost exporting and rebuilding reports in Excel
- Limited multi entity reporting and consolidation
- No way to write budgets or adjustments back from Excel
- Expensive data warehouses or BI tools to fill reporting gaps
- Complex tools that finance teams rarely adopt
With Velixo
Turn Excel into a real time reporting and planning layer for Business Central
- Work with live ERP data directly in Excel
- Build multi entity reports without manual consolidation
- Write budgets, forecasts, and journal entries back to Business Central
- Eliminate manual exports and reduce reporting errors
- Give finance teams full control in the Excel environment they already use
Don't take our word for it
“Once my data’s ready, I can just say: here’s the workbook, print it. Everything’s there, for my board, for my auditors, all in one place. That’s the value: efficient, clear reporting without the hassle.”
“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."
By leveraging our strong relationship and collaboration with Velixo, we can now offer several critical solutions to our clients such as: Project Cost Forecast (CAC) with Writeback, Substantiated Billing to collect data and images (invoice documents etc.) related to the specific project and time periods, Pay When Paid to collect data related to payments received on the projects and related to the payment requests downstream.
Our features
Report
Build ERP reports directly in Excel.
- Faster reporting, no learning curve.
Analyze
Explore transactions, AI insights, and ERP data without leaving Excel.
- Better decisions, less context switching.
Budget & Plan
Create budgets and forecasts with templates and full writeback.
- Reliable planning, even for scenarios.
Push
Automate data input from Excel to your ERP.
- Days saved, zero manual entry.
Govern & Collaborate
Secure, cloud-based access with automatic updates.
- Scalable collaboration, no maintenance.
Distribute & Automate
Package, share, and automate Excel reports with Microsoft 365.
- Consistent delivery, fully automated.
Velixo works with businesses and organizations just like yours
Manufacturing
Gain real time visibility into production costs, inventory, and margins with Business Central reporting in Excel. Track performance across plants and products while giving finance and operations faster access to the numbers that drive decisions.
Retail & Distribution
Turn daily sales, inventory, and margin data into actionable insight directly in Excel. Business Central reporting helps retail teams monitor performance across stores and channels without waiting on static ERP reports.
Construction & Engineering
Track project costs, budgets, and profitability in real time with Business Central reporting in Excel. Finance and project teams gain clear visibility into job performance so they can control costs and make faster decisions across every project.
Professional Services
Track project profitability, utilization, and revenue in real time with Business Central reporting in Excel. Finance and operations teams can monitor performance across clients and projects while building flexible reports without manual exports.
Nonprofit & Public Sector
Create clear, accurate financial and grant reports without complex tools or manual exports. With Business Central data in Excel, finance teams can track funds, programs, and budgets with confidence and transparency.
Healthcare
Track financial performance, departmental spending, and operational metrics with real time ERP data in Excel. Healthcare finance teams can build accurate reports faster while maintaining the transparency and control required for audits and compliance.
Solutions tailored for every role
Finance
Velixo gives finance teams real time Business Central data directly in Excel to build financial statements, management reports, and budgets faster. Controllers and FP&A can refresh reports instantly, drill into transactions, and maintain a single source of truth without manual exports.
Operations
Velixo helps operations leaders monitor inventory, purchasing, and operational KPIs using live ERP data in Excel. Teams can analyze performance, track trends, and create reports tailored to how the business actually runs.
Project Managers
Velixo provides clear visibility into project budgets, costs, and profitability directly in Excel. Project managers can track actual versus planned performance in real time and adjust forecasts before small issues turn into margin problems.
IT Teams
Velixo reduces reporting requests and spreadsheet chaos by giving business teams secure self service access to ERP data in Excel. Because it respects Business Central security and permissions, IT maintains governance while empowering users to build their own reports.