Velixo is More than Financial Reporting
Microsoft Dynamics 365 Business Central
Velixo = Excel for Business Central that reads and writes: real-time, faster design with tailored financial functions, multi-company consolidation, in-Excel drilldown, and writeback built-in to create bidirectional workflows – no data warehouse, one single product, no extra servers or tools.
Built from the ground up for Business Central, by ERP experts.
We used our extensive experience with ERP Software to craft a user-friendly Excel plugin that is lightning fast and leverages the unique capabilities of Business Central.
Our features
Unmatched multi-company 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, multi-company, full self-service reporting experience with specially designed Excel-like functions, 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 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, multi-company, full self-service reporting experience with specially designed Excel-like functions, 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 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.
Use Cases That Matter
For any user, for organization in any industry
Boost your productivity with a highly efficient software that solves real challenges.
Financial Reporting
- Profit & Loss
- Balance Sheet
- Trial Balance
- Cash Flow statements
- Bank and Expense
- Asset re-evaluation
Financial Consolidation
- Multi-company consolidation
- Multi-environment consolidation
- 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
Dynamic Allocation
- GL Journal entry allocation
- GL Budget entry allocation
- By dimension, date and account
Operational Analysis
- Accounts receivable aging
- Accounts payable aging
- Sales
- Purchases
- Inventory
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
The Velixo difference
Others just don’t do the same!
We’re laser focused on user experiences that accelerate your business outcomes. Zero friction!
Self-Service, with full governance
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
- No other software, license or platform dependency
Live multi-company and consolidated reporting
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
True Bi-directional Data Automation
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
Real-time integration
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
Plug & Play or Deploy
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
Powerful Productivity Tools
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.
Value for Money
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!
- Leverage the myriads of available Microsoft 365 apps that are naturally in Velixo’s ecosystem
What They Say About Us
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.
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.
We have cut our financial report generation process down to minutes and not hours. We can turn around ad-hoc financial requests instantaneously. It has made our process fast, lean and more transparent.
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.
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