Live ERP data in Excel. No cube, no export, no overnight refresh.
Real-time reporting, budgeting, and AI for finance, inside the Excel your team already runs. Connected live to your ERP with no middleware. No cube. No data warehouse. No six-month BI project. The number in your cell is the number in your ERP.
Live reports. Real numbers. No more copy and waste.
Velixo’s Smart Refresh pulls live from your ERP every time the sheet opens. No CSVs. No “is this last week’s file?” No paste-and-format. Just GL, project, AR/AP, and payroll data through Excel-native functions you already know, with an AI query builder for the rest. The number in cell B47 is the number in your ERP. Right now.
The Smart Refresh engine pulls from your ERP over the API and caches in memory, online or offline. Hit refresh; the numbers are current.
Purpose-built functions for General Ledger, Budget, and Project data, so a P&L or a job-cost report takes minutes, not a morning.
Multi-feed queries with data-validated, parameter, and formula-based filters. Change the region, change the period; the report follows.
Excel-native functions built for your ERP. Discoverable, documented, and they save hours per report.
Multi-tab statements with cell values, supporting notes, and floating charts. Build it to look exactly like the board expects.
Multiple companies, currencies, tenants, and ERPs. Velixo consolidates it all in one workbook.
Excel is the best tool for the job
80% of businesses who tried alternatives always come back to Excel anyway!
Zero learning curve
If you know how to Excel, you know how to Velixo!
Up to speed in minutes, not days
Almost no training required. Efficient and simple.
No other platform dependency
No extra license or hidden fee, only Excel (Desktop or Online).
No programming language to learn
It’s just Velixo and Excel-goodness.
The CEO asks an off-script question. You click twice.
Get to the bottom of any number without leaving the sheet and jump straight back to the ERP when you need the source document.
Right-click any cell, even a calculated one, to see the transactions underneath it. No re-running the report.
Need to edit an entry or read the notes? Click the drilldown link and the original document opens in your ERP.
80% of analysis happens in Excel anyway. You’re already there. You can pivot, model, chart without exporting a thing.
Velixo Intelligence answers, builds, investigates and explains in plain English right inside the sheet
Budget & Plan
Budget in Excel. Post to the ERP. Skip the fourteen-version email chain.
Build every scenario in the workbook your team already lives in, then write it straight back to Acumatica, Sage Intacct, or Business Central. No staging file. No re-keying.
Build GL and budget templates in Excel, then push the entries back to your ERP with Writeback. Push 800 budget lines from one workbook. No export, no import, no copy-paste at midnight.
Use any input or distribution method you want. The actuals you’re budgeting against read live from the ERP, so you’re never reconciling a stale snapshot.
Cost-to-complete, consumption, cost-to-date — templates built for the project scenarios most ERPs only half-support.
Push
Stop re-keying. Push entries back to your ERP in bulk.
Reporting tells you what happened. Writeback lets you do something about it with journal entries, budget allocations, forecasts, bills, all posted from the workbook you’re already in.
Velixo reads the input scenario from your ERP and generates the Excel form to match. You fill in the numbers. No field-by-field setup.
Entries land in your ERP in a Pending state. You approve them in the ERP, where the audit trail lives and segregation of duties holds. Works for journal transactions, budget allocations, project forecasts, or bills even when the data started life in another system.
If the data is already in a workbook; or you can pull it into one; you can post it. Habitat for Humanity of Denver saved days of month-end work pushing Excel forms straight to its ERP with Velixo Writeback.
Real numbers from finance teams who measured them
Every figure below comes from a named customer who counted the hours.
Get the time back
Hampton Enterprises saves 24 to 32 hours every month across six project managers on a single report, and Yardnique saves two to three hours each time the numbers refresh.
Stop being the report factory
Cornell Cooperative Extension runs its budget cycle in hours rather than days, and the Family Office cut its bi-annual client prep from two weeks down to five.
Walk in ready
When the CEO asks about margin by product line in the middle of a meeting, you answer in two clicks, because the number in your cell is the number in your ERP.
Govern & Collaborate
Your financial data keeps the rules your ERP already enforces.
Velixo inherits the permissions, authentication, and audit trail your ERP already enforces, so nothing about how your data is governed changes when it lands in Excel.
Single sign-on and native ERP authentication mean each user sees exactly the data their ERP role allows, and nothing beyond it.
Velixo encrypts data in transit and is certified SOC 2 Type II and is audited against the standards your security team already asks vendors about.
Store your workbooks in Microsoft 365 SharePoint and OneDrive, where every department works from the same governed, version-controlled files instead of emailing copies around.
Velixo runs on Windows, Mac, and the web as a Microsoft 365 add-in, so your team works from whatever they already have open.
Teams work on the same live reports without passing files back and forth, and Velixo scales with you as you add users, entities, or ERPs.
Velixo updates itself, so your team is always on the current release without an IT project to roll it out.
Distribute & Automate
Lead the pack and turn your organization into a modern powerhouse.
Share your good work, create amazing, automated workflows.
Create automations based on triggers or alerts, and automate your policies, using Velixo and Microsoft Power Automate.
Automatically export and email multiple reports in one click. Report distribution is customizable so you can include different tabs and dynamically filter data for a given recipient.
As a native Excel Desktop and Online add-in, we are fully integrated to the Microsoft 365 and Power platforms, and you can easily embed your Excel reports in Word, PowerPoint or Teams.
Get a Head Start
Start from somewhere, get new ideas with our productized Templates.
Accelerate your time-to-value with Velixo Templates.
Profit & Loss
Balance Sheet
Trial Balance
Cash Flow statements
Bank and Expense
Asset re-evaluation
Multi-company statements
Local and reporting currency statements
Currency Translation auditing
Inter-company control reports
Account reconciliations
Bank reconciliations
Intercompany management
Eliminations
Strategic Planning
Cash Flow Planning
Scenario Analysis
Expense & Revenue Planning
Project reporting
Project forecasting
Consumption & cost forecasting
Accounts receivable aging
Accounts payable aging
Sales
Purchases
Inventory
