Velixo Takes Home Another Award at Acumatica Summit 2026
AI-Powered Acumatica Reporting in Excel Without Compromise
Pull live Acumatica data into Excel. Push budgets and journals back to the GL from the same sheet. Ask why a number moved and get the answer with the source cells highlighted. No warehouse, no staging layer, no nightly refresh.
Built from the ground up for Acumatica, by Acumatica experts.
We used our extensive experience with Acumatica to craft a user-friendly AI-powered Excel plugin that is lightning fast and leverages the unique capabilities of your cloud ERP.
What Production-Grade Excel Reporting Actually Requires
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.
The best AI surface? Excel. 1985.
Everyone tried to replace it. We are supercharging it instead. Velixo turns Excel into a live, AI-powered command center for your financials.
Plenty of tools push data to Excel. Velixo runs finance from it.
The hard part is everything after the export.
Reports that have to match last month's logic. Models passed between PMs, controllers, and the CFO without losing fidelity. Historical numbers that need to reconcile to what got reported. Audit trails that hold up when someone asks where a March entry came from. This is where most export connectors and BI tools fold.
Velixo was built for the work that happens past that point. The workbook your team already opens stays connected to Acumatica, writes back to it, logs every change, and operates inside the controls your auditor already approved.
Every Acumatica workflow your team already runs in Excel.
Financials. Project accounting. Operations. Construction, manufacturing, and distribution.
Same workbook. Live data, writeback, and an AI in the cell.
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
Seven things you'd otherwise need seven tools for.
Reporting, analysis, budgeting, writeback, governance, distribution. All running against live Acumatica, all inside Excel.
Intelligence
AI that lives where you work, inside Excel.
Velixo Intelligence sits next to your formulas, not in another tab. Ask it to summarize a sheet, debug a busted range, or write the query you’ve been putting off. No exports. No copy-paste. No “let me switch to the other AI tool real quick.” It just works in the workbook you already had open.
Report
Live reports with real numbers. No more copy and waste.
Velixo’s Smart Refresh pulls live from your ERP every time the sheet opens, no CSVs, no wondering whether you’re looking at last week’s file, no paste-and-format ritual. GL, project, AR/AP, and payroll data flow through Excel-native functions your team already knows, with an AI query builder for anything those functions don’t cover. The number in cell B47 is the number in your ERP right now.
Analyze
Click a number to see the associated transaction.
Click any figure to open the transactions behind it. Pivot the view. Ask Velixo Intelligence which entries drove the change. When you find the line that matters, jump to the source record in your ERP straight from the cell. No export, no re-query, no tab switch. Drill-down without the archaeology.
Budget & Plan
Create your budget in Excel and push it Acumatica in one-click.
Plan and forecast the way finance actually does it: same workbook, same formulas, the sensitivity tab the CFO will actually open. Start from a Velixo template or keep building on the model your team’s been refining for years. Sign off the version, push 400 budget lines back to Acumatica from a single sheet. Audit trail attached. All-nighter cancelled.
Push
Writeback directly from Excel to Acumatica.
Most “BI tools” are read-only. A one-way dashboard you can’t argue with. Velixo’s Push moves data from Excel into Acumatica through input forms it generates on the fly. Reverse 200 misposted journal entries. Fix a hundred bad GL lines. Upload a thousand AP bills. All from the workbook you already had open. Every change logged. The days you used to lose to manual entry, back on your calendar.
Govern & Collaborate
Built to be defended and shared.
ERP-inherited permissions. SOC 2 Type II. Full audit trail on every writeback. Finance, ops, and PMs work in the same sheet. IT signs off once, the team moves all quarter.
Distribute & Automate
Ship it. Schedule it. Forget it.
Package the file. Drop it into Outlook or Teams on a cadence. Embed live cells where stakeholders already work. Velixo runs inside Microsoft 365 the way Microsoft built it. Same security model, same admin, same login. The board pack arrives in everyone’s inbox at 7am Friday without missing a beat.
AI that lives where you work, inside Excel.
Velixo Intelligence sits next to your formulas, not in another tab. Ask it to summarize a sheet, debug a busted range, or write the query you’ve been putting off. No exports. No copy-paste. No “let me switch to the other AI tool real quick.” It just works in the workbook you already had open.
Live reports with real numbers. No more copy and waste.
Velixo’s Smart Refresh pulls live from your ERP every time the sheet opens, no CSVs, no wondering whether you’re looking at last week’s file, no paste-and-format ritual. GL, project, AR/AP, and payroll data flow through Excel-native functions your team already knows, with an AI query builder for anything those functions don’t cover. The number in cell B47 is the number in your ERP right now.
Click a number to see the associated transaction.
Click any figure to open the transactions behind it. Pivot the view. Ask Velixo Intelligence which entries drove the change. When you find the line that matters, jump to the source record in your ERP straight from the cell. No export, no re-query, no tab switch. Drill-down without the archaeology.
Create your budget in Excel and push it Acumatica in one-click.
Plan and forecast the way finance actually does it: same workbook, same formulas, the sensitivity tab the CFO will actually open. Start from a Velixo template or keep building on the model your team’s been refining for years. Sign off the version, push 400 budget lines back to Acumatica from a single sheet. Audit trail attached. All-nighter cancelled.
Writeback directly from Excel to Acumatica.
Most “BI tools” are read-only. A one-way dashboard you can’t argue with. Velixo’s Push moves data from Excel into Acumatica through input forms it generates on the fly. Reverse 200 misposted journal entries. Fix a hundred bad GL lines. Upload a thousand AP bills. All from the workbook you already had open. Every change logged. The days you used to lose to manual entry, back on your calendar.
Built to be defended and shared.
ERP-inherited permissions. SOC 2 Type II. Full audit trail on every writeback. Finance, ops, and PMs work in the same sheet. IT signs off once, the team moves all quarter.
Ship it. Schedule it. Forget it.
Package the file. Drop it into Outlook or Teams on a cadence. Embed live cells where stakeholders already work. Velixo runs inside Microsoft 365 the way Microsoft built it. Same security model, same admin, same login. The board pack arrives in everyone’s inbox at 7am Friday without missing a beat.
Outcomes you can measure.
Real numbers from real Acumatica deployments.
Close completes days sooner.
Refreshes in seconds.
Estimate hours, cut in half.
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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