Chief Financial Officer
Stop chasing numbers. Start making decisions with them.
Velixo gives you a real-time view of the business that is consolidated, scenario-ready, and built in the Excel your finance team already uses. No new platform. No IT dependency. No waiting for someone to pull the report.
Rated 4.7/5 on G2. Trusted by CFOs across 3,400+ companies.
The cost of waiting
By the time the numbers reach you, they’re already a day old.
Your ERP has everything. Revenue by entity, actuals vs. budget, cash position, project margins. The problem isn’t that the data doesn’t exist. The problem is what happens between the ERP and your desk.
Someone exports it. Someone reformats it. Someone emails a file that may or may not reflect what the system looks like right now. By the time you’re reviewing it, you’re reviewing history. And when you ask for a different cut, be it by region, by product line, by project; you’re putting something back on your team’s plate and waiting again.
The board meeting is in three days. The model your FP&A lead built in January doesn’t account for the Q2 variance. And the scenario you need to stress-test before the leadership call requires rebuilding the forecast from scratch.
This is not a data problem. It’s a workflow problem. And it’s fixable.
What changes when the data is always live
A consolidated view that updates when the business does.
Velixo pulls live data from your ERP directly into Excel across entities, currencies, and reporting periods without requiring your team to export, clean, or reassemble anything. The consolidated P&L your team built last quarter is still valid this quarter. They refresh it and it's current. For CFOs managing multiple entities or operating across currencies, consolidation that used to take days collapses to a scheduled refresh. The view of the business you need is always one click away, not one request away.
What changes when the data is always live
Scenario modeling that doesn't require rebuilding the model.
When actuals diverge from plan, the question is always the same: what does the rest of the year look like from here? Answering that question today usually means rebuilding a model, which means time your team doesn't have at the exact moment you need the answer most. Velixo keeps your forecasts connected to live ERP data, so running a scenario means changing your assumptions in Excel and refreshing, not starting over. Budget adjustments write back to the ERP directly from the model. The analysis and the action stay in the same place.
What changes when the data is always live
Board and investor reporting that takes hours, not days.
The board deck is the highest-visibility deliverable your finance team produces. It's also one of the most time-intensive, because every figure in it has to be verified against the system, and any change in the underlying data means manually updating the presentation. With Velixo, every figure in your board report is live. When the numbers change, the report reflects it. Rob Wood, CFO at Yardnique, went from six hours to one hour on his board management report and estimated another 30 minutes of savings still available with further automation. That's time your team reclaims every single reporting cycle.
CFOs who made the switch
Preparing my board management report went from six hours to one hour, and I can probably save an extra 30 minutes with further Velixo automations.
Velixo cut Mid-States Companies’ estimate and proposal manhours in half. If you don’t have Velixo, you’re crazy.
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.
300%
faster reporting
50%
reduction in month-end close time
6 hrs → 1 hr
board report preparation time
It's not just about you
When the CFO has Velixo, the whole finance team moves faster.
The CFO's decision to bring in Velixo changes the daily experience for everyone on the finance team. Controllers spend less time on manual reconciliation. Accountants stop re-entering data they already have in Excel. FP&A leads build scenarios without waiting for exports. The reporting cycle that used to consume the last week of every month compresses, and the team gets time back for the analysis that actually matters. Velixo is adopted by individual users but it compounds at the team level. The more of the finance function it touches, the more time it returns.
Built for how CFOs actually work
From consolidated reporting to scenario planning, all in one tool.
Purpose-built for the ERP you're already running.
Velixo integrates natively with your ERP not through a generic connector. That means your data, your security model, and your existing chart of accounts work exactly as they do today, just accessible live from Excel.
See the whole business, right now, from Excel.
The product tour shows you exactly what it looks like when your consolidated financials refresh in real time, when scenario modeling doesn’t require rebuilding the model, and when your board report assembles itself. It takes five minutes and requires nothing from IT.