Velixo Honored with ISV Partner of the Year Award and Inducted into Acumatica Presidents Club at Acumatica Summit 2025
Run Acumatica Reporting in Excel Without Compromises
Award-winning Velixo connects Excel directly to Acumatica so finance teams can report, budget, and analyze with confidence, even as complexity grows.
Built from the ground up for Acumatica, by Acumatica experts.
We used our extensive experience with Acumatica to craft a user-friendly Excel plugin that is lightning fast and leverages the unique capabilities of your cloud ERP.
Getting Data into Excel Is Easy. Running Finance in Excel Is Not.
Many tools can export data or connect Excel to Acumatica. That part is easy. The challenge begins when Excel becomes an ongoing system of work. Reports are reused month after month. Multiple people rely on the same models. Historical accuracy matters. Audits happen. Complexity grows. Most tools break at this stage. Velixo was built specifically for this reality. It is designed for finance teams that run reporting, budgeting, and analysis in Excel as a core operational workflow, not a one-time export.
Point-in-Time Accuracy You Can Trust
Finance teams need to reproduce historical numbers exactly as they were, even months later. Velixo supports reliable, point-in-time reporting so numbers hold up under review and audit.
Complex Dimensions Without Workarounds
As organizations grow, dimensions multiply. Velixo handles complex structures cleanly in Excel without fragile formulas or manual fixes.
Multi-Entity and Project-Level Reporting at Scale
From consolidated financials to detailed project analysis, Velixo is designed to scale across entities, projects, and reporting periods without breaking models.
Excel Models That Survive Audits and Turnover
Velixo supports structured, repeatable Excel workflows that teams can rely on even as personnel, requirements, and data volumes change.
Automated and error-free workflows
Velixo reads and writes to Acumatica, and with the power and flexibility of Excel lets users easily combine reporting, budgeting and GL Journal entry automation.
Use Cases That Matter
Financial, Operational and Industry-specific
Velixo lets your run your Finance operations
Financial Reporting
- Profit & Loss
- Balance Sheet
- Trial Balance
- Cash Flow statements
- Bank and Expense
- Asset re-evaluation
Financial Consolidation
- Multi-company statements
- Local and reporting currency statements
- Currency Translation auditing
- Inter-company control reports
Financial Close Management
- Account reconciliations
- Bank reconciliations
- Intercompany management
- Eliminations
Budgeting & Planning
- Strategic Planning
- Cash Flow Planning
- Scenario Analysis
- Expense & Revenue Planning
Project Forecasting
- Project reporting
- Project forecasting
- Consumption & cost forecasting
Operational Analysis
- Accounts receivable aging
- Accounts payable aging
- Sales
- Purchases
- Inventory
Construction
- Cost to Complete
- Cost Forecasting over time
- WIP
- Project Estimates vs. Actuals
- Project Cash Flow
- Project Profitability
- Pay When paid
- Update Project data (and other Push templates)
Visit our Acumatica Construction page to learn more.
Sales Commission
- Sales Quota Attainment
- Sales Commission overview
- Sales Commission Forecast
- Tool – Create/Update Sales Commission %
- Tool – Create Tiered Sales Commission
- Tool – Create Sales Commission by Product
- Tool – Create Sales Commission by Customer, Customer Class
- Tool – Create Payroll Commission entries
What They Say About 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!
Velixo Excel-based reporting tool is AMAZING! Velixo has been an absolute DREAM COME TRUE compared to my other experiences. Reports that used to take me days to write and program now take just a few hours.
Everyone with Acumatica should have this tool. The ability to make mass entry into Acumatica seamless through generic writeback is incredible.
Velixo gives Acumatica users Superpowers! Everyone knows Excel. If you know Excel, it's so easy to learn Velixo and utilize all the data accumulated within your ERP to design Excel-based reports to make everyone's job easier.
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.
Accounting systems are great, but the hardest part sometimes is getting the data out. If you know Excel, Velixo is an easy tool to learn. I’ve created great WIP schedules, import templates, and full financial packages. Best thing is, I’m not a professional report writer and I was able to do it!
Velixo Reports has drastically reduced the amount of time it takes for my month-end financial statement preparation. I couldn’t be happier. Excellent product.
Our features
Unmatched self-service reporting, budgeting & automation experience.
Let users own their work, feel good and take back their time.
Report
Report
Powered by Velixo Smart Refresh, we give you a live, full self-service reporting experience with ERP-tailored, Excel-like functions and Query builders, all in the comfort of Excel. It will feel like a natural extension of Excel!
Analyze
Analyze
Deeply integrated exploration features that let you analyze transaction details, get further Copilot AI-insights and jump back to your ERP, for a fully connected and interactive experience.
Budget & Plan
Budget & Plan
Create your budgeting & forecasting scenarios with confidence, with no limitations whatsoever, using our templates and writeback features.
Push
Push
Save days and remove manual data entry by automating data push from Excel directly to your ERP, using our generated input forms and optimized Push features.
Govern & Collaborate
Govern & Collaborate
Automatic updates, no maintenance, ERP authentication and security coupled with cloud centralization give you peace of mind that you can grow with confidence.
Distribute & Automate
Distribute & Automate
Package your work, embed or distribute it using our email distribution features and native Microsoft 365 integrations. Velixo is highly integrated.
Report
Powered by Velixo Smart Refresh, we give you a live, full self-service reporting experience with ERP-tailored, Excel-like functions and Query builders, all in the comfort of Excel. It will feel like a natural extension of Excel!
Analyze
Deeply integrated exploration features that let you analyze transaction details, get further Copilot AI-insights and jump back to your ERP, for a fully connected and interactive experience.
Budget & Plan
Create your budgeting & forecasting scenarios with confidence, with no limitations whatsoever, using our templates and writeback features.
Push
Save days and remove manual data entry by automating data push from Excel directly to your ERP, using our generated input forms and optimized Push features.
Govern & Collaborate
Automatic updates, no maintenance, ERP authentication and security coupled with cloud centralization give you peace of mind that you can grow with confidence.
Distribute & Automate
Package your work, embed or distribute it using our email distribution features and native Microsoft 365 integrations. Velixo is highly integrated.
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
How Velixo Works with Acumatica
Velixo is designed to work alongside Acumatica, extending ERP data into Excel where finance teams analyze, plan, and report. Customers use Velixo to complement Acumatica by turning Excel into a reliable, production-grade environment for financial work.
Self-Service with full governance
- Let your users own their work and take back their time
- No silos of data with live connections/ refreshes and centralization in SharePoint
- SSO and per-user data security, synchronized from Acumatica
- Fully interactive – real-time reporting, with exploration of data in Excel or directly in Acumatica
Have it your way
- Available on any Excel, Windows or Mac. Desktop or Cloud.
- Your statements version-controlled, pixel-perfect, with Notes, one-cell values, formatted the way you want, using any layout, thanks to Excel
- Natively Excel delivered. Stay in Excel for further analysis, budgeting or data push scenarios
- Share or distribute using our automated distribution features
Zero learning curve
- If you know how to Excel, you know how to Velixo!
- Up to speed in no-time, limited training needed
- You only interact with Excel-like functions, it’s a simple and efficient reporting experience
- No other software, license or platform dependency
- No programming language to learn
Peace of mind
- Trust Your data, it’s fully integrated to Acumatica
- Built from the ground up for Acumatica
- Backed by a large community of partners and customers
- Velixo is constantly refined and auto-updated
- Get Started with pre-built Templates
Grow without worry
- Simple subscription plans that follows you and that you can upgrade
- Moving from somewhere? An ERP or another reporting software? Migrate in days not months!
- Unparalleled performance and scalability
Efficiency & integration at our core
- Real-time Budgeting and Data Push features
- Leverage the myriads of available Microsoft 365 apps that are naturally in Velixo’s ecosystem
- Teams for effective Collaboration
- SharePoint Online as the centralized , cross-department repository
- Power Automate for smart user or automated trigger-based workflows
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