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Velixo for Construction

Real-Time Clarity from First Takeoff to Final Retention

Construction moves fast and at cost. Project managers need to know where a job stands before the end of the month, not after it closes. Commitments change, invoices arrive in waves, labor gets recorded after the fact, and cash flow depends on draw requests that take time to assemble. By the time data makes it through a manual export cycle and into a spreadsheet, someone has already made a decision with numbers that aren't current. Velixo connects construction finance teams directly to their ERP inside Excel, so job costs, WIP, commitments, and forecasts are always live. Connected to Acumatica or Sage Intacct, Velixo gives construction firms the real-time visibility and bidirectional workflow they need to stay on budget, close the books faster, and distribute reports without the manual assembly work.

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Construction accounting is a different reality

Construction accounting doesn’t look like general accounting. It runs on cost codes, draw schedules, retention balances, commitments, WIP adjustments, and cost-to-complete projections that change every week. The ERP handles the transactions. But getting that data into a format that project managers, controllers, and CFOs can actually use requires a level of custom reporting that most ERPs can’t produce natively, and that most BI tools can’t match for flexibility.

So construction finance teams do what they’ve always done. They export to Excel, reformat, reconcile, and send. Then they do it again next week. Project managers chase updated numbers. Controllers wait on inputs to close WIP. Draw packets get assembled manually from multiple reports, one job at a time.

Velixo was built specifically for construction teams who know Excel and need it to stay connected to their ERP, not just as a place to paste data, but as a live, bidirectional workspace where forecasting, reporting, and data entry all happen without leaving the spreadsheet.

Velixo's construction Excel templates tailored for your reality

Velixo includes a purpose-built library of construction report templates that reflect how project-driven teams actually work, not generic financial layouts adapted for construction. Each template pulls live from Acumatica or Sage Intacct and supports writeback where the workflow requires it.

Cost to Complete Forecasting

Track cost codes, model scenarios, and update cost at completion in real time. Supports both lump-sum and cost-plus projects, including time and materials calculations for labor cost codes. Project managers enter hours and amounts to complete, and revised forecasts push directly back to the ERP.

Work in Progress (WIP)

Review earned value, over and under billing, percentage complete, and forecasted profit across all active jobs. Generate WIP adjustment journals across projects with a single writeback operation.

Project Profitability

See up-to-date revenue, cost, margin, and completeness metrics in one view without navigating multiple ERP screens or consolidating separate reports.

Commitments and Cash Flow

Get a consolidated view of vendor commitments, billing activity, labor costs, and expenses across jobs so finance and project teams are always working from the same cash picture.

Cost Forecasting Over Time

Distribute remaining project costs by cost code across future periods and create new budget entries to accurately project cash flow timing.

Labor, Timesheet, and Productivity Insight

Drill into hours and expenses by project and identify performance trends before they become cost overruns. Works even when payroll runs through a separate system, as long as timesheet data feeds into the ERP.

Substantiated Billing Packs

Generate draw packets with detailed AP billings and required invoice backups automatically. Critical for submitting lender or owner draw requests on time without manual assembly.

Universal Writeback Tools

Create or update ERP data directly from Excel across AP bills, projects, cost codes, contracts, budgets, forecasts, and payment requests. Users no longer need to navigate multiple ERP screens or repeat data entry between systems.

Works with your ERP of choice

Both platforms benefit from the same core experience: Excel as the live reporting, forecasting, and data-entry workspace. No exports to maintain, no double entry to fix, no version control issues to sort out.

Sage Intacct

Native integration with Sage Intacct Construction, built by ERP experts who understand how Sage Intacct structures project data, dimensions, and financial objects. Velixo is the best-selling add-in on the Sage Intacct marketplace, and the construction template library was developed in direct collaboration with construction accounting teams like 4Sight and Hampton.

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Acumatica

Full bidirectional integration across Acumatica's construction, project accounting, and financial modules. Velixo is the top-rated reporting add-in on the Acumatica marketplace and a certified Acumatica application. Purpose-built for Acumatica's project structure, cost codes, and commitment tracking.

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