CData alternative for Sage Intacct

Get live ERP reporting and writeback in real Excel with Velixo

Velixo gives Sage Intacct finance teams real-time reporting, drilldown, and writeback inside native Excel without raw SQL queries, generic data connectors, or developer-heavy setup. Instead of exposing tables and leaving your team to build everything from scratch, Velixo gives you purpose-built ERP functions, finance-ready workflows, and a faster path from data to decision.

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Why finance teams choose Velixo over CData

CData is a generic a connectivity company that expanded into Excel with a simple add-in that exposes their connectors. Velixo is a reporting, budgeting and data automation tool built specifically for ERP users in Microsoft Excel.

If your team wants raw access to application data and has the technical skills to query, model, and maintain that logic, CData can help. But if your goal is self-service and intuitive financial reporting, deep analysis, budgeting and direct writeback tailored to Acumatica, Sage Intacct or Dynamics 365 Business Central inside Excel, Velixo is the the indeniable fit.

Velixo gives finance and operational teams live ERP data in Excel with ERP-aware formulas, built-in drilldown, and writeback workflows for journals, budgets, forecasts, and more. There’s no need to understand the underlying data model just to build a balance sheet or refresh an operating report, and Velixo comes with dozens of pre-built report templates: Financials, Operational and also industry-specific: Construction, Nonprofit, Hospitality,…

What makes Velixo different

Built for finance, not developers

Velixo is designed for finance teams who need to build reports quickly in Excel. Instead of querying raw tables or writing SQL, users work with purpose-built ERP functions that make common reporting tasks faster and easier.

Reporting plus writeback

Velixo does more than pull data into Excel. Your team can also push journals, budgets, forecasts, and other updates back into Sage Intacct directly from the same workbook, turning Excel into a working layer instead of just an extraction point.

Native Excel workflow with live ERP context

Velixo works inside real Excel and adds ERP knowledge on top of it - including tailored functions, drilldown to source transactions, and support for modern Microsoft 365 workflows.

Built for how finance actually works

Finance teams do not want to become data analysts just to produce reliable reports.

They need live data, flexible formatting, familiar workflows, and confidence in the numbers. Velixo keeps teams in Excel while connecting directly to the ERP, so they can refresh reports instantly, drill into transactions, and update data without exporting, rebuilding, or relying on IT to translate raw data into something usable.

What teams gain with Velixo

Real-time reporting in native Excel

Deep ERP integration with tailored functions

One-click drilldown to source transactions

Journal, budget, and forecast writeback

Less manual setup and less dependence on IT

A faster path from ERP data to finished reports

A better alternative to generic data connectors

Broad connectivity is not the same as a finance reporting & budgeting workflows.

Velixo is purpose-built for ERP reporting and planning in Excel. That means your team gets formulas that speak the language of finance, real-time access to ERP data, direct drilldown, and writeback workflows that support the actual work of controllers, FP&A teams, and finance leaders.

Don’t just trust our words!

Velixo is trusted by 3400+ companies (12,000+ users) using it every day. It is a G2 Leader on the Financial analysis Grid, and boasts the highest user satisfaction!

FAQ Section

Does Velixo work in real Excel?

Yes. Velixo works directly inside Microsoft Excel, so your team can keep using the formulas, formatting, and report layouts they already know.

Do users need SQL or technical data knowledge?

No. Velixo is designed for self-service use by finance teams. Users work with ERP-aware Excel functions instead of raw table structures or generic query logic.

Can Velixo write data back to the ERP?

Yes. Velixo supports write back workflows such as journals, budgets, forecasts, and any also other API object from Excel. This is done simply yet in an extremely flexible way, through the use of Excel-like Writeback function that you can easily integrate to any report.

Is Velixo just a data connector?

No. Velixo is built for reporting, planning, and data automation in Excel. It gives finance and operational teams a complete working layer on top of your ERP rather than just exposing raw data. It also comes with pre-built templates (financials, industry-specific) and AI assistants built-in. It’s not just a tool, it’s where Finance can run and automate their business.

Can Velixo help with drilldown and analysis?

Yes. Velixo supports drilldown from report values to underlying transaction detail, making it easier to validate numbers and move from summary to source without leaving Excel.

See why Sage Intacct teams choose Velixo over CData

Book a personalized demo to see how Velixo helps finance teams work with live Sage Intacct data in Excel, build reports faster, and reduce the technical overhead of generic data connector tools.