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Microsoft Dynamics 365 Business Central, in Excel. With AI in the cell.
Pull live data across companies, dimensions, and accounts into the workbook your team already opens. Push budgets and journal corrections back. Ask why a number moved and get the answer with the source rows highlighted. No data warehouse, no staging server, no third-party report writer.
Purpose-Built for Business Central by ERP Experts.
Velixo runs on Business Central's API. Multi-company, multi-dimension reporting reads from the live system. Velixo Intelligence reasons over the same live data, not a vector copy or a nightly extract. Permissions inherit from your Microsoft 365 sign-in. Your BC user, your Excel cells, and your AI answers all see exactly the same data.
Our features
Multi-company finance, native to Microsoft 365.
Reporting, analysis, budgeting, writeback, governance, distribution. Same workbook. Live to Business Central. All inside the Microsoft stack your team is already in.
Intelligence
AI in the cell. Native to Microsoft 365.
Velixo Intelligence runs inside the Microsoft 365 your BC user is already signed into. Ask which company’s margin moved last quarter, which dimension absorbed the most variance, or why the consolidated total doesn’t tie to the sum of the entities. Same identity, same permissions, same workbook your team already opens.
Report
Live data without needing to export again
Open the workbook. Live Business Central data is already in the cells. GL, customer and vendor ledger entries, item entries, dimension balances across as many companies as you consolidate. Excel-native functions for the reports you already write, an AI query builder for the ones you haven’t. Cell B47 holds whatever BC holds, this second.
Analyze
Every number has a trail.
Click any number to open the entries behind it. Pivot across companies. Slice by dimension. Ask Velixo Intelligence what moved the variance. Jump from the cell to the source posting in Business Central.
Budget & Plan
Budget & Plan in Excel. Push to BC.
Plan in Excel where your team already builds models. Multi-company budgets, dimension splits, scenario versions. Pin a VX.ANALYSIS next to the variance and the commentary refreshes with the numbers. Sign off the version, push 800 budget lines back to Business Central from a single sheet.
Push
Push to writeback.
Most BI tools read. Velixo’s Push writes. Move data from Excel into Business Central through input forms generated on the fly. Post a hundred general journal lines. Update 500 item costs. Reclassify a quarter’s worth of misposted dimensions. When a push fails, right-click and ask Velixo Intelligence why. Every change written to the audit log.
Govern & Collaborate
Defendable. Shareable.
Sign-in flows through Microsoft Entra ID. BC permission sets inherit. SOC 2 Type II. Every writeback logs to the audit trail. Velixo Intelligence reasons only over data the user is already entitled to see, and organizations can opt the AI out entirely. IT approves the deployment once, the team moves all quarter.
Distribute & Automate
Reports, on autopilot.
Send. Schedule. Skip the all-nighter. Email the board pack on a Friday cadence. Embed live cells in Teams. Trigger Power Automate on refresh. Velixo and Business Central share the same Microsoft 365 your team already runs. The board pack lands in everyone’s inbox at 7am Friday.
AI in the cell. Native to Microsoft 365.
Velixo Intelligence runs inside the Microsoft 365 your BC user is already signed into. Ask which company’s margin moved last quarter, which dimension absorbed the most variance, or why the consolidated total doesn’t tie to the sum of the entities. Same identity, same permissions, same workbook your team already opens.
Live data without needing to export again
Open the workbook. Live Business Central data is already in the cells. GL, customer and vendor ledger entries, item entries, dimension balances across as many companies as you consolidate. Excel-native functions for the reports you already write, an AI query builder for the ones you haven’t. Cell B47 holds whatever BC holds, this second.
Every number has a trail.
Click any number to open the entries behind it. Pivot across companies. Slice by dimension. Ask Velixo Intelligence what moved the variance. Jump from the cell to the source posting in Business Central.
Budget & Plan in Excel. Push to BC.
Plan in Excel where your team already builds models. Multi-company budgets, dimension splits, scenario versions. Pin a VX.ANALYSIS next to the variance and the commentary refreshes with the numbers. Sign off the version, push 800 budget lines back to Business Central from a single sheet.
Push to writeback.
Most BI tools read. Velixo’s Push writes. Move data from Excel into Business Central through input forms generated on the fly. Post a hundred general journal lines. Update 500 item costs. Reclassify a quarter’s worth of misposted dimensions. When a push fails, right-click and ask Velixo Intelligence why. Every change written to the audit log.
Defendable. Shareable.
Sign-in flows through Microsoft Entra ID. BC permission sets inherit. SOC 2 Type II. Every writeback logs to the audit trail. Velixo Intelligence reasons only over data the user is already entitled to see, and organizations can opt the AI out entirely. IT approves the deployment once, the team moves all quarter.
Reports, on autopilot.
Send. Schedule. Skip the all-nighter. Email the board pack on a Friday cadence. Embed live cells in Teams. Trigger Power Automate on refresh. Velixo and Business Central share the same Microsoft 365 your team already runs. The board pack lands in everyone’s inbox at 7am Friday.
BC finance, end to end, in Excel.
Multi-company financials. Project accounting. Inventory, manufacturing, distribution.
Live to BC. Writeback to BC. AI grounded in BC.
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
What multi-company finance feels like.
Faster close. Lighter refresh. Sharper answers.
Multi-company close, days shorter.
Refresh, in seconds.
AI answers before the question lands.
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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