Velixo for Financial Services

Velixo connects Acumatica, Sage Intacct, and Microsoft Business Central directly to Excel, giving financial services finance teams a live, governed, bidirectional link to their ERP data. Real-time reporting across entities, automated distribution to clients and stakeholders, and writeback capability for journals, budgets, and allocations, all from the spreadsheet your team already works in.

Financial services have their own unique financial challenges

Financial services firms face a reporting problem that compounds with every client, fund, or entity they add. Each one requires its own set of reports. Each report needs to reflect current data. And the manual process of extracting, reconciling, and reformatting that data grows linearly as the business scales, until the finance team is spending more time producing reports than analyzing what they say.

The ERP holds accurate data. The problem is getting it out in a format that serves the specific reporting requirements of a fund administrator, a family office, or a multi-entity investment firm without rebuilding the same workbooks from scratch every period.

How Velixo works for financial services organizations

Financial services reporting demands precision, flexibility, and speed at the same time. Velixo delivers all three by connecting directly to your ERP and surfacing live data in Excel on demand, without intermediate databases, scheduled refreshes, or IT involvement.

Reports refresh with a single click. Drill from any figure down to the source transaction in Excel or directly in your ERP. Distribute finished reports as PDF or Excel snapshots to clients, investors, or stakeholders automatically, filtered to each recipient’s scope, with no manual preparation required. And when data needs to go back into the ERP, whether that’s a journal entry, a budget update, or an allocation, it happens from the same Excel environment where the analysis took place.

For one anonymous family office managing investment and property portfolios across multiple branches, Velixo replaced a consolidation process that previously took weeks. Dynamic consolidation across all branches now happens in minutes, inside a single workbook. Semi-annual client presentations that once required two weeks of preparation now take five to six days. The general manager estimated savings of up to a full day per week on reporting overall.

What financial services teams can do with Velixo

Financial services organizations using Velixo consistently report significant reductions in the time required to produce client reports, close the books, and respond to investor inquiries. Firms that previously relied on manual export cycles now work from live data that refreshes in seconds. Consolidation processes that once consumed days now run in minutes.

The compounding effect matters here more than in most industries. Every hour saved per client or fund multiplies across the portfolio. When reporting is this clean and this fast, the finance team gets back the capacity to do actual analysis rather than assembly work. That’s where the real value shows up.