Distribute & Automate

Embedding, report distribution and automated workflows to support your business transformation.

Automation and efficiency are at the core of a modern business.

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Embed in web-portals

Live Velixo reports can be embedded in web-applications, including your ERP or SharePoint.
Combined with a centralized and departmental asset storage strategy, as well as Velixo’s Single-Sign-On, report embedding in your ERP provides the best integrated user experience there can be.

Embed in presentations

Create repeatable Word documents or PowerPoint presentations that embed Velixo reports, with always up-to-date data.
Trust us! This feature alone will wow your audience and save you days every month as part of your statutory, shareholder documents or year-end close reporting.

Excel-automation, powered by Power Automate

Our native integration within the Microsoft 365 ecosystem allows the full automation and creation of user or trigger-based workflows.

Report distribution in bulk

Automate the distribution of reports by e-mail using our Distribution List feature, with the freedom to exclude certain sheets and filter data depending on recipients.
Use cases are endless and range from emailing monthly cash flow statements, performance reports or archiving your daily receivables position.

User or Trigger-based automations

Create amazing workflows from your SharePoint Online-hosted Velixo reports, using Power Automate and its hundreds of native integrations, including its Excel triggers.
There are many use cases, such as: auditing user activity, triggering actions when an update is made to a report, requesting approval before pushing data to your ERP, posting a message in a Teams channel when a report is updated, …
Users love that Velixo is natively integrated to Microsoft 365!

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Bring your ERP data to life in Excel

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