Collaborative Budgeting with Velixo and Excel
Budget & Plan
Flexible and efficient budgeting & planning to accelerate business outcomes.
Budget & Plan with confidence, where your reporting lives.
Request a DemoBudget & plan
Budgeting & planning in Excel, augmented for your ERP
Thanks to our deep integration with your ERP, Velixo gives you all the tools for efficient planning.
Budget & Plan without limits
We know that it can be time consuming to manually enter Journal transactions or budget data in an ERP, it may even be limited. We also know that quite often it starts in Excel…
With Velixo, you can change your budgeting & planning processes, by using the flexibility and power of Excel and Velixo to publish Journal Transactions, Budgets or any other data directly to your ERP, in any way supported by Excel!
Repeatable budgeting on always up-to-date data
Our auto-generated GL and Budgeting Writeback forms are deeply integrated with your ERP and work with your existing budget structures.
Budget data may originate from your Velixo financial statements, work alongside them and use any distribution method on always up-to-date data, and you can then synchronize this budget data back to your ERP in seconds.
With Velixo, you can create repeatable budget plans, and save a tremendous amount of time every month! No more manual data entry in your ERP with Velixo Writeback.
Project Forecast writeback
Our auto-generated Project Forecast Writeback forms are at the heart of our Project Reporting & forecasting solution, and are fully integrated with your ERP, so that your forecasting experience stays connected.
Project Forecasting works alongside your Project reporting and uses our many Project functions and templates.
Get a head start with our Budget templates
We know it could be daunting at first to create a whole set of reports and budgeting models, so we have packaged key budgeting and planning templates that you can use and connect in minutes and then further customize to your needs.
Can’t find what you are looking for? Simply share your questions with the Velixo community or contact us.
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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