AI and Velixo for more streamlined reporting, planning & analysis
Analyze
Get to the bottom of it, analyze your data and accelerate business outcomes.
Interactive details at your fingertips with Velixo’s smart exploration and charting features.
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Ad-hoc analysis, augmented for your ERP
Thanks to our deep integrations with your ERP, Velixo gives you all the tools to get to the bottom of it and explore data in Excel or directly in your ERP.
Smart Drilldown
You’re only a simple click away from exploring your data and seeing the underlying transactions that make up your numbers, even on calculations!
Velixo is a fully explorable and interactive product.
Jump back to your ERP
Need to quickly edit a number, view or add notes to a record, reverse a transaction in your ERP?
Simply analyze a cell using Smart Drilldown then click the links to open the originating documents directly in your ERP. No additional login is required, it’s all connected thanks to Single-Sign-On with your ERP.
Stay in Excel for further analysis and AI insights
Did you know that 80% of data analysis occurs in Excel? Well, it’s a good thing, you’re already there!
Then take it to the next level with inline AI tools. Velixo fully enables smart AI analysis and insights of Drilldown and Query data, using Microsoft Excel Copilot.
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Dashboards & Analytics
We empower you with lightning-fast data extraction and reporting on ERP data, multiple queries in spreadsheets and flexible functions and lists. You’re only a few configurations away from turning your financial statements or operational reports into fully interactive dashboards using Excel’s fully-fledged visualization options.
Take it even further with Power BI
Use Velixo as a data source of Microsoft Power BI to get even broader data analytics and visualization capabilities.
Using Velixo as a data source lets you use the full power of Velixo’s querying capabilities, including our Accelerator functions and template calculations, and reduce the complexities of working with PowerBI (including learning a programming language) so your advanced dashboards can be created faster!
People Say Quotes
Integrating our Excel-based custom forms to Velixo Writeback completely automated manual entry for us. It’s probably days of work saved at the end of the month.
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.
Velixo cut Mid-States Companies’ estimate and proposal manhours in half. If you don’t have Velixo, you’re crazy.
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.
It was an easy decision to utilize an excellent, well-developed, well-maintained tool on the market than to attempt other paths. Velixo had the right features, functionality, and ease of use to make it an easy decision for any business.
The ability to write my forecasts back in bulk saves me lots of back and forth and manual entries, I estimate it reduces our budgeting process from days to hours.
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