Microsoft Dynamics 365 Business Central

Velixo lets you access any Business Central data directly from Excel. Using dynamic, cell-based functions, you can build advanced, pixel-perfect reports that leverage dimensions, attributes, and filters – all while combining them with Excel’s native capabilities. No data warehouse, complex training, coding, or IT support required.

• Velixo extends Excel with a new set of functions – it’s a simple and highly efficient reporting experience tailored for Business Central
• Microsoft authentication, SSO and user security inherited by design and by default from Business Central
• Pas de dépendance à l'égard d'autres logiciels, licences ou plates-formes

Effortlessly consolidate data across multiple companies or environments without duplicating formulas or manual steps.

• Data consolidation across multiple BC companies and environments
• Fully supported using single functions
• No replicators or duplicative functions to convolute your reporting cycle

Velixo goes beyond reporting. It enables a function-based approach to pushing data to Business Central from your Excel reports, allowing users to create or update data such as General Ledger journal or budget entries, and combine import flows to their repors. This enables powerful budgeting, forecasting, allocation data import and data quality scenario automations – all from Excel.

• Ability to create GL Journal entries using Journal Entry Writeback
• Ability create and update Budget entries using Budget Writeback
• Supports advanced, dynamic and flexible allocation scenarios by dimension, date
• (coming soon) Ability to create and update records in any webservice object

Velixo delivers a live experience – instantly refresh data, drill down to transactions, or apply AI-powered insights without leaving Excel. Using Business Central’s API v2, web services, and Velixo’s own extended objects, users connect securely via Microsoft authentication.

• Use pre-built Financial functions or the generic Query function to report on any object through APIs or Velixo’s own extended objects (available publicly on AppSource)
• Data refreshes in real-time as you build your reports. No seperate Designer and Viewer users.
• Instantly analyze transactions from cells (including calculated cells) using Drilldown
• Continue your analysis by drilling back to Business Central
• Leverage Excel Copilot and get instant AI-insights on live, trusted data

Easily add Velixo functions into existing Excel workbooks to make them dynamic, or jumpstart your reporting with dozens of pre-built templates maintained by Velixo.

• Easily create new reports with limited training. If you know Excel, you can start building reports in no time! We kept the great user experience Excel and filled the gaps with ERP knowledge and tailored functions that make it dynamic and real-time to your ERP
• Or insert new Velixo functions in existing workbook to transform them into ERP-connected, live reports
• Or leverage the dozens of pre-built report templates, maintained by Velixo
• Backed by a large community of partners and customers, Velixo is constantly refined and auto-updated

In addition to the core reporting and writeback features, Velixo comes with a range of powerful tools to boost your productivity:

• Slice to dynamically create filtered copies of workbooks by one or more attributes as new sheets or workbooks
• Snapshot to generate offline versions of reports for sharing
• Freeze to disable automatic refreshes, while keeping all live formulas. Particulalry useful for sharing writeback-enabled workbooks and collaborating with external users
• Report Distribution to export and email PDF/Excel reports, with or without formulas.

One single product, fully integrated to Microsoft 365 – Velixo is available directly from Microsoft AppSource and works across Excel Desktop, Mac, and Excel Online. Store and collaborate via SharePoint, OneDrive, and Teams for governance, version control, and easy sharing – while taking advantage of Excel Copilot AI insights.

• One single product with easy subscription plans
• Multi-award winning and praised for our simplicity and powerful integrations, we beat alternatives on the value and the depth of our functionality. You will return on your investment faster!
• Exploiter les myriades d'applications Microsoft 365 disponibles qui font naturellement partie de l'écosystème de Velixo