Excel Reporting for Acumatica
Built for the CFO who's done waiting on IT
Velixo reads live from Acumatica into Excel. Reports, writeback, and an AI analyst in the Excel workbooks your team already uses. No data warehouse. No nightly refresh. No "BI strategy." The number in your cell is the number in your GL.
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3× ISV Partner of the Year · #1 App for Acumatica · 3,400 customers · 4.7/5 on G2
Without Velixo
Manual exports, broken spreadsheets, and reporting that never quite ties back to Acumatica
- Month-end close takes eleven days. Half of it is just getting data out of Acumatica.
- Multi-entity consolidation is a manual stitch across exports and tabs.
- Budget changes get emailed as workbooks and re-keyed into Acumatica by hand.
- Can you resend that report?" arrives Friday at 6:47pm.
With Velixo
Turn Excel into a real time reporting and planning layer for Acumatica
- Month-end takes four hours. The eleven days becomes four hours because the export step disappears.
- Consolidate sixty branches in fifteen seconds, in one workbook.
- Push hundreds of budget lines back to Acumatica from one sheet.
- The CEO drills the live workbook themselves, and stops Slacking you on the weekends.
Don't take our word for it
Everyone with Acumatica should have this tool. The ability to make mass entry into Acumatica seamless through generic writeback is incredible.
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.
Velixo is my FAVORITE addition to Acumatica. The previous frustrations of "I know how to do that in Excel why can’t I do it in Acumatica" are gone. I love it. 5 stars!
What you can do with Velixo for Acumatica
Pull from every object
GL, projects, AP/AR, inventory, and payroll into Excel live. Refresh, and the cell shows the number in Acumatica, in real time, any time.
Push to writeback
Push hundreds of budget lines back to Acumatica from a single workbook. Full writeback for budgets, journals, and project forecasts. No copy-paste. No CSV imports.
Consolidate across branches
Consolidate across sixty branches in fifteen seconds. Signature Hospitality Group does exactly that, every month.
Drill down to the P&L
Drill from a P&L cell into the originating GL entries. The audit trail is automatic. Tie-back is automatic.
Smart assistant that provides answers
Ask why margin dropped in March. Get the answer with the source rows highlighted. Built on Velixo Intelligence.
Distribute your reports
Distribute reports through Microsoft 365 on a schedule, with refreshable commentary inside the file. Same file, every stakeholder, current numbers.
Velixo works with businesses and organizations just like yours
Manufacturing
Gain real time visibility into production costs, inventory, and margins with Acumatica 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. Acumatica 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 Acumatica 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 Acumatica 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 Acumatica 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 Acumatica 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 Acumatica security and permissions, IT maintains governance while empowering users to build their own reports.