Why Your Finance Team Loves Excel
Govern & Collaborate
Because enterprise governance must be at the heart of any business
Native ERP security, coupled with cloud centralization and collaboration gives you complete peace of mind
Request a DemoGovern
Enterprise governance, fully integrated to your ERP
Our native ERP integrations in Excel with optional cloud storage in Microsoft 365 make Velixo the most flexible and secure reporting tool for a modern organization.
ERP authentication & per-user security
Single Sign-on logins ensure you use the same credentials that you use with your ERP, and any interactivity from your Velixo reports to your ERP never requires an additional login.
Your security context as an ERP user is also extracted, ensuring the same access rights set up for your user in the ERP carries over to Velixo, making sure users can only ever see the data they’re allowed to see in the ERP.
Velixo also supports multi-factor authentication.
Enterprise security
Velixo complies with modern security and data transfer protocols. Our connections are made directly from your Excel file to your ERP using secured API-based connections over HTTPS (TLS 1.2).
Users’ credentials are never stored in Excel files. When using the “Remember Me” option, the password is encrypted and locally stored on your device.
In addition to this, you may password-protect your sheets or cells, and force your reports to update on open.
Available on any device (unlike others!)
Velixo is available in two versions, a Classic version optimized for Desktop Excel on Windows devices.
And in addition to our Desktop version for Windows, Velixo is also available as an add-in on the Microsoft 365 Store, which supports Excel on Mac and Excel Online, ensuring that absolutely any device running any operating system with a standard internet browser is fully supported.
Constantly refined. Auto updated.
Our auto-updater will ensure that you always remain on the latest version and can benefit from our latest enhancements. We frequently update Velixo, so stay tuned for our in-app enhancement notifications.
Collaborate
State-of-the-art centralization & collaboration, powered by Microsoft 365
No silos, none, zero! Our native integrations with Microsoft 365 enable IT or any team to security centralize their assets, appropriately govern them and collaborate, on any device.
Cloud storage & centralization, for everybody
At Velixo, we asked ourselves: why focus on platform, cloud and collaboration features, when Microsoft already has this fully covered, boasting an impressive community of 750 million users and a truly unmatched innovation pace?
The answer was simple, don’t! Add value with ERP integrations and usability, and let users leverage all the powers and amazing platforms and services of Microsoft 365, including SharePoint for centralizing Excel reports, creating data catalogs, organizing teams in departmental sites; as well as OneDrive for Business for storing and synchronizing files between all devices.
Advanced collaboration
There are so many ways that Excel, SharePoint and Teams together can empower your teams to become more inter-connected, make discoveries and produce even the most complex reports.
Use co-authoring, comments, share files’ links, store, embed or organize reports in Teams sites, create Teams Tasks, chat or meet co-workers.
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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