Run Acumatica Reporting in Excel Without Compromises
Award-winning Velixo connects Excel directly to Acumatica so finance and project 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 Acumatica
- Hours lost exporting and rebuilding reports in Excel
- Limited multi entity reporting and consolidation
- No way to write budgets or adjustments back from Excel
- Complex tools that finance teams rarely adopt
With Velixo
Turn Excel into a real time reporting and planning layer for Acumatica
- Build multi entity reports without manual consolidation
- Write budgets, forecasts, and journal entries back to Acumatica
- 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
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!
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 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.