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
Efficient budgeting & planning features for all your scenarios.
Create your budgeting & forecasting scenarios in your ERP with confidence from Excel.
Create powerful GL or budgeting templates, and post entries without leaving Excel, thanks to our optimized templates and Writeback features.
Budget your way, using any input or distribution method, on always up-to-date financial data. Post data back to your ERP and review in seconds.
Powerful and flexible templates and functions optimized for Project forecasting scenarios – extending often limited ERP forecasting options.
Push
Change the game by pushing entries to your ERP, in bulk.
Automate manual data entry, all from within Excel, alongside your reporting and forms.
Automatically-generated Push forms in Excel, based on extracted input scenarios from your ERP.
Data is pushed in bulk to your ERP in a Pending state, then approve the inputs in your ERP. This can be used for Journal Transactions, Budget allocations, Project Forecasting or Bills even if coming from an external source.
Automate inputs from data that already lives in Excel or can easily be retrieved, or generated in Excel.
Achieve significant outcomes
Save a tremendous amount of time and effort, and reach business outcomes faster
Make key decisions faster
Save on labor costs, on all fronts
Become more efficient
Govern & Collaborate
Because entreprise governance must be at the heart of any business.
Native ERP security, coupled with cloud centralization and collaboration gives you complete peace of mind.
Single-Sign-On and ERP system authentication ensure nobody else gets access to your corporate data.
Secure data transfers and data protection.
Further secure, store and centralize your assets with a cross-department repository, using Microsoft 365 SharePoint and OneDrive.
Unlike others, Velixo is fully supported on Windows or Mac and also Online, as a modern Microsoft 365 Store add-on.
Velixo’s simple, upgradable subscription plans let you focus on work. Velixo is a fully scalable solution that will follow you wherever you go.
Velixo auto-updater ensures that you always benefit from the latest enhancements, which we often release.
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
