Live Sage Intacct Reporting inside Excel, with AI in the cell.
Pull live data across entities, dimensions, and books into the workbook your team already uses. Push budgets, allocations, and journal corrections back. Ask why a number moved and get the answer with the source rows highlighted. No second BI tool, no nightly extract.
Built from the ground up for Sage Intacct by Sage Intacct experts.
Velixo runs on Sage Intacct's API. Multi-book, multi-entity, multi-dimension reporting reads from the live system. Velixo Intelligence reasons over the same live data, not a stale extract or a vector copy. Permissions inherit from your Intacct users. The data you're allowed to see is the data your sheet shows and the data your AI answers from.
Every job finance does in Sage Intacct. Now in Excel.
Statements, consolidations, allocations, project accounting, AR/AP analysis, dimensional reporting.
Same workbook your team already uses. Live data, writeback, and an AI in the cell.
Financial Reporting
- Financial Statements (P&L, Balance Sheet, Cash Flow, Trial Balance)
- For any type of QuickStart implementation (Not-For-Profit, Services or General)
- Multi-Book, multi-entity reporting
- Multiple dimensions, and user-defined-dimensions on any axis or cell
- Statistical account reporting
Financial Consolidation
- Multi-company statements
- Multi-Instance consolidation
- Multi-calendar consolidation
- Currency Translation auditing
Financial Close Management
- Account reconciliations
- Variance reports
- SubLedger reconciliations
- Journal Transaction writeback
Allocations, Budgeting & Planning
- Allocations of Journals and Budgets by Dimensions
- Strategic Planning
- Cash Flow Forecasting (Budget-based)
- Cash Flow Projections (Subledger-based)
- Scenario Analysis
- Expense & Revenue Planning
Project Accounting & Forecasting
- Project accounting
- Project estimate forecasting (including live writeback to estimates)
- Consumption & cost forecasting
Operational Analysis
- Build new multi-object Queries easily with Query Builder
- Accounts Receivable
- Accounts Payable
- Time & Expenses
- Payroll
Data Quality & Bulk inputs
- Automate the creation of records in bulk from Excel
- Supports any object of the API (XML API and REST API)
- Create new AR Invoice, AP Bill records
- Update Customers, Vendors records
- Create new items
- …
Industry Solutions
- Construction
- Nonprofit
- Healthcare
- Professional Services
- Hospitality
Our Industry-specific Solutions
In addition to extending Excel with live functions, we've invested in Template solutions that speak industry language and let you accomplish your day-to-day tasks more efficiently!
Construction
Velixo for Sage Intacct Construction
WIP schedules, commitment analysis, cost-to-complete, cash flow forecasts by phase. The reports your PMs need from finance, built in Excel and refreshed against live Sage Intacct Construction data. Hampton Enterprises saves 24-32 hours per month across six project managers on Cost-to-Complete alone.
Head to our Sage Intacct Construction page for more details.
Nonprofit (NFP)
Velixo for Sage Intacct Nonprofit
Net asset rollforwards. Statement of functional expenses. IRS 990 reporting. Restricted vs unrestricted tracking. Grant allocations by dimension. Built for the nonprofit controller who spends three weeks of every audit cycle reconciling restrictions across funds.
Head to our Sage Intacct Nonprofits page for more details.
Velixo for Sage Intacct Construction
WIP schedules, commitment analysis, cost-to-complete, cash flow forecasts by phase. The reports your PMs need from finance, built in Excel and refreshed against live Sage Intacct Construction data. Hampton Enterprises saves 24-32 hours per month across six project managers on Cost-to-Complete alone.
Head to our Sage Intacct Construction page for more details.
Velixo for Sage Intacct Nonprofit
Net asset rollforwards. Statement of functional expenses. IRS 990 reporting. Restricted vs unrestricted tracking. Grant allocations by dimension. Built for the nonprofit controller who spends three weeks of every audit cycle reconciling restrictions across funds.
Head to our Sage Intacct Nonprofits page for more details.
What They Say About Us
Preparing my board management report went from six hours to one hour, and I can probably save an extra 30 minutes with further Velixo automations.
If you’ve ever used the SUM function in Excel, you can pull data out of Intacct. It’s that easy!. Velixo allows us to pull multiple dimensions at once. Prior to Velixo this would mean running multiple reports for each dimension then manually trying to get them aligned. Velixo saves us 30 person-hours every month!
In 1 day with Velixo we were able to recreate all of our financial reports that were extremely manual and required extensive power query to do in our previous financial software. Financial reporting in previous system was extremely slow and manual. Velixo allows us to have live results without constantly exporting and refreshing files which could take hours at a time.
Sage Intacct is a better ERP system, but we were lacking the export of formulas to Excel. With Velixo, it was a plug-and-play experience for our existing reports and it’s instant. It saves 2-3 hours every time I hit the refresh button.
Velixo has already given us better visibility and made us more efficient. I estimate that using the Cost to Complete report alone, we save between 24 to 32 hours across our 6 project managers, every month. And now I also get all my data from them, on time!
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!
Typically, when I go through monthly updates for all the projects and budgets, it would take me roughly 1 week to finish all updates. Now, I can do it in a single day! All I have to do is refresh the workbook. As long as I have my dates right, I have everything in the blink of an eye!
Velixo transforms complexity into clarity, seamlessly integrating with Sage Intacct to enhance project budget monitoring, financial management, and reporting. With reporting options that surpass our ERP's capabilities, we accomplish more in less time. Additionally, the writeback feature enables us to send information directly from Excel to our ERP, effectively tracking changes over time and further streamlining our processes.
Our features
Unmatched self-service reporting, budgeting & automation experience.
Let users own their work, feel good and take back their time.
Intelligence
The AI’s on when Excel is.
Velixo Intelligence opens with Excel. Ask it to explain a SUMIFS returning the wrong number, write the formula you’ve been avoiding, or summarize the tab someone handed off last week. No new app to launch. The workbook is the interface.
Report
Living reports with realtime numbers directly from your ERP.
Open the workbook and Smart Refresh reads straight from your ERP. No CSV export. No second-guessing whether the file is from last week. No paste-and-reformat. GL, project, AR/AP, and payroll come through the Excel functions your team already uses, and an AI query builder covers whatever those functions don’t. Cell B47 shows what your ERP holds this second.
Analyze
Drilldown to the associated transaction in your ERP from Excel.
Click a figure to see the transactions behind it. Reshape the pivot. Ask Velixo Intelligence which entries moved the number. Once you spot the line that matters, open its source record in your ERP right from the cell. No export. No second query. No tab switch. Drill down without the dig.
Budget & Plan
Create your budget in Excel and get it into Sage Intacct in a single click.
Plan and forecast the way finance really works. Same workbook. Same formulas. The sensitivity tab the CFO will actually open. Begin with a Velixo template, or keep extending the model your team has spent years refining. Approve the version, then send 400 budget lines back to Sage Intacct from one sheet. Audit trail attached. No all-nighter.
Push
Bidirectional sync to writeback to Sage Intacct
Save days and remove manual data entry by automating data push from Excel directly to Sage, using our generated input forms and optimized Push features.
Govern & Collaborate
Defensible in an audit. Open to the whole team.
Permissions inherited from your ERP. SOC 2 Type II. Every writeback carries a full audit trail. Finance, ops, and PMs all work in one sheet. IT approves it once, and the team runs all quarter.
Distribute & Automate
Send it. Set the cadence. Walk away.
Bundle the workbook. Set it to land in Outlook or Teams on a schedule. Embed live cells wherever stakeholders already work. Velixo runs inside Microsoft 365 the way Microsoft designed it. Same security model. Same admin. Same login. The board pack hits every inbox at 7am Friday, every time.
Templates
Pre-built Templates
Download pre-built Financial Templates from a range of industries. Our Templates are built, supported and maintained by Velixo. They’re generic and can simply be connected to your ERP with limited configurations.
The AI’s on when Excel is.
Velixo Intelligence opens with Excel. Ask it to explain a SUMIFS returning the wrong number, write the formula you’ve been avoiding, or summarize the tab someone handed off last week. No new app to launch. The workbook is the interface.
Living reports with realtime numbers directly from your ERP.
Open the workbook and Smart Refresh reads straight from your ERP. No CSV export. No second-guessing whether the file is from last week. No paste-and-reformat. GL, project, AR/AP, and payroll come through the Excel functions your team already uses, and an AI query builder covers whatever those functions don’t. Cell B47 shows what your ERP holds this second.
Drilldown to the associated transaction in your ERP from Excel.
Click a figure to see the transactions behind it. Reshape the pivot. Ask Velixo Intelligence which entries moved the number. Once you spot the line that matters, open its source record in your ERP right from the cell. No export. No second query. No tab switch. Drill down without the dig.
Create your budget in Excel and get it into Sage Intacct in a single click.
Plan and forecast the way finance really works. Same workbook. Same formulas. The sensitivity tab the CFO will actually open. Begin with a Velixo template, or keep extending the model your team has spent years refining. Approve the version, then send 400 budget lines back to Sage Intacct from one sheet. Audit trail attached. No all-nighter.
Bidirectional sync to writeback to Sage Intacct
Save days and remove manual data entry by automating data push from Excel directly to Sage, using our generated input forms and optimized Push features.
Defensible in an audit. Open to the whole team.
Permissions inherited from your ERP. SOC 2 Type II. Every writeback carries a full audit trail. Finance, ops, and PMs all work in one sheet. IT approves it once, and the team runs all quarter.
Send it. Set the cadence. Walk away.
Bundle the workbook. Set it to land in Outlook or Teams on a schedule. Embed live cells wherever stakeholders already work. Velixo runs inside Microsoft 365 the way Microsoft designed it. Same security model. Same admin. Same login. The board pack hits every inbox at 7am Friday, every time.
Pre-built Templates
Download pre-built Financial Templates from a range of industries. Our Templates are built, supported and maintained by Velixo. They’re generic and can simply be connected to your ERP with limited configurations.
What you get back.
Time, accuracy, and a quarter-end that ends.
Days back at close.
Hours back per refresh.
Answers before the meeting starts.
The Velixo difference
What a dashboard tool can't do.
BI tools end at read-only. Velixo writes back, plans live, runs inside Excel, and answers questions in plain English. Nothing for your team to learn that they don't already know, including the AI.
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 Sage Intacct
- Fully interactive – real-time reporting, with exploration of data in Excel or directly in Sage Intacct
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 Sage
- Built from the ground up for Sage Intacct
- 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
Our community
Thousands of companies of every size, in every industry use Velixo to accelerate business outcomes.
You can trust our growing community, they wouldn’t look elsewhere.
Bring your ERP
data to life
with Excel
Ready to try it?
Request a Demo