ERP Consultant and Analyst
ERP Analysts: Velixo is the reporting answer your clients are actually asking for
Velixo delivers live, flexible, Excel-native reporting and writeback on top of the ERPs you already implement. Pre-built templates, no custom development, no BI stack to maintain and a solution your clients can own themselves once you're done.
Trusted by VARs, SIs, and CAS firms across the Sage Intacct, Acumatica, and Business Central ecosystems
Native ERP reporting gets clients 70% of the way there. The other 30% is where every engagement gets complicated.
Your clients come in with a clear expectation: the new ERP will handle their reporting. And it will until they ask for a layout that doesn’t match a standard template, a cross-ledger analysis that spans multiple modules, or a report their CFO can actually present to the board. At that point the options narrow fast.
Custom reports in the ERP take weeks, break on upgrades, and require someone technical to maintain. BI tools are a six-month project that most mid-market clients don’t have the budget or the IT resources to support. Manual Excel exports disconnect from the system the moment they’re created and put the client back in the same manual workflow the ERP was supposed to replace.
None of those answers hold up across a client base. You need something repeatable: a layer you can deploy on every engagement that handles what the ERP can’t, works in the environment the client already uses, and leaves them self-sufficient when you walk out the door.
What it looks like in practice
Any report layout. Any data object. No custom development.
Velixo connects directly to the ERP via API and makes every data object available in Excel: GL, sub-ledgers, projects, inventory, payroll, AR, AP by using functions that work natively in Excel. There are no layout restrictions. Clients get the formatted reports they actually need, not the ones the ERP happens to produce. Cross-ledger analysis that would require a custom report in the ERP is a straightforward query in Velixo. For practices that work across multiple ERP platforms, the Excel-native approach means the working model is consistent across clients regardless of which ERP sits underneath. The reporting skill your team builds on Sage Intacct transfers to Acumatica. The templates you develop for one construction client are the starting point for the next one.
What it looks like in practice
Pre-built templates that cover the common cases — and flex for the exceptions.
Velixo ships with pre-built template packs for core finance functions and core verticals where reporting complexity is highest and client expectations are most specific. Those templates cover financial statements, consolidations, WIP and job costing, grant and fund reporting, budgets, and more. They're a working starting point, not a demo. Consultants deploy them, customize them for the client's specific chart of accounts and dimensions, and hand them off as a finished product. The templates are built to flex. Client renamed their departments? Update the dimension mapping. Added a new entity mid-year? The consolidation template handles it. Changed cost codes on active projects? The WIP report refreshes against the current structure. Customizations that would require a developer in other tools are configuration changes in Velixo.
What it looks like in practice
A solution your clients can own without you.
The best outcome of any ERP engagement is a client who is genuinely self-sufficient. Velixo is designed to make that outcome achievable. Because it works inside Excel, clients who already know Excel can modify their own reports, add data points, and adjust layouts without filing out a support ticket or waiting for a consultant. The ERP's own security model governs what each user can see, so there's no separate permission layer to maintain. Jon Korn at Andreasens Green Group described the outcome directly: staff became self-sufficient and stopped relying on IT. They could report, analyze, and distribute results themselves. That's what a well-implemented Velixo deployment leaves behind — a client who doesn't need you for the routine work, which frees you to focus on the work that actually requires your expertise.
What clients say after implementation
We have significantly improved our financial reporting efficiency, reducing time spent on board reports from hours to minutes.
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.
It's one of the best tools we've implemented. Velixo brought back the Excel-based flexibility we missed, but with true integration to Sage Intacct. That's a huge advantage.
Pre-built templates
across finance and core verticals
98%+
customer retention
Clients stay
on the solutions you implement
What you're deploying
Deep integration. No middleware. No custom build required.
Velixo connects to the ERP via native API. Not an export, not a staging database, not a connector that requires separate configuration. Security flows from the ERP directly, so users only see what their ERP permissions allow. Upgrades and schema changes in the ERP don't break Velixo reports because the integration is API-based, not schema-dependent.
For practices that manage implementations across multiple clients on the same ERP, Velixo's template library means the first engagement is the hardest one. Every client after that starts from a working foundation.
Native API integration — no middleware
ERP security model inherited, no separate permissions
Pre-built templates for finance, construction, nonprofit
Any layout, any data object, cross-ledger
Writeback for journals, budgets, forecasts, master data
Microsoft 365 native — SharePoint, Teams, Power Automate
Works across all supported ERPs
Build Velixo into your practice
Velixo is already the recommended reporting layer across large parts of the Sage Intacct and Acumatica ecosystems. If you're a VAR, SI, or accounting firm working inside those ecosystems, the partner program gives you access to training, certification, deal registration, and co-sell support. Most partners find that Velixo solves the client conversation that was previously the hardest one to answer: what to do when the ERP's native reporting isn't enough.
See how Velixo holds up against the hardest client requirements you work with.
The best way to evaluate Velixo for your practice is a conversation with a solution consultant who knows the ERP ecosystem you work in. Bring your real-world scenarios — the cross-ledger reports, the construction templates, the multi-entity consolidations. That’s where the depth either shows up or it doesn’t.
Velixo is actively deployed in practices across the Sage Intacct, Acumatica, and Business Central partner ecosystems. G2 rated 4.7/5 across 200+ reviews.