Finance Manager
You're a one-person finance department. Your tools should work as hard as you do.
Velixo connects your ERP to the Excel models you've already built, so your reports are always current, your budget cycle stops living in a chain of emailed files, and you stop spending half your week on work that shouldn't take that long.
Rated 4.7/5 on G2. Trusted by finance teams of every size across 3,400+ companies.
Still sound familiar?
Your Excel model is only as good as the last export. And the last export is already out of date.
You built the model. You know every tab, every formula, every assumption baked into the budget. The problem isn’t the model. The problem is keeping it connected to reality.
Every month it starts the same way: pull from the ERP, paste into the file, check whether anything broke in the translation, and hope nobody asks for a revision before you’re finished. If they do, you start over. Budget season is worse. You send out the template, someone fills it in wrong, someone else overwrites a formula, and by the time you’ve consolidated all the inputs the process has eaten two weeks you didn’t have.
You’ve looked at dedicated FP&A tools. The ones that could actually replace your workflow cost more than your team’s training budget and require an implementation that nobody has time for. The ones that are affordable don’t do what you need. So you stay in Excel, which is fine — Excel is the right tool. You just need it to stop being so manual.
What stops breaking
Your existing models, connected to live data.
Velixo doesn't ask you to rebuild anything. It connects to your ERP and makes the data available inside the Excel files you've already built, using functions that work the way Excel already does. The model you've been running for three years still works — it just refreshes instead of requiring a manual export every time. When the underlying data changes in the ERP, your reports reflect it on the next refresh. No export step, no paste-over, no wondering whether what you're looking at is current.
What stops breaking
A budget cycle that doesn't live in email.
Budget season currently means a file that travels around the organization, gets filled in, comes back with broken formulas, and has to be manually consolidated. Velixo replaces that with a writeback workflow: budget inputs happen in Excel, and when you're ready, the numbers write back to the ERP directly, in bulk. Donna James, Finance Manager at Cornell Cooperative Extension, cut her budgeting process from days to hours using Velixo's forecast writeback. The back-and-forth collapses because there's a single source of truth and it lives in the ERP, not in someone's inbox.
What stops breaking
Self-service that actually means self-service.
The best thing about Velixo for a small finance team is what you don't need: you don't need IT to modify a report layout, you don't need a consultant to add a new dimension to the budget model, and you don't need a week of training to get started. If you know Excel, you know enough to be productive in Velixo on day one. That matters when you're the one doing everything. Every tool that requires someone else to maintain it is a dependency you can't afford.
From finance teams that run lean
The ability to write my forecasts back in bulk saves me lots of back and forth and manual entries, I estimate it reduces our budgeting process from days to hours.
Velixo gives Acumatica users Superpowers! Everyone knows Excel. If you know Excel, it's so easy to learn Velixo and utilize all the data accumulated within your ERP to design Excel-based reports to make everyone's job easier.
We are saving up to 1 day per week on reporting. Our bi-annual client presentations used to take two weeks to prepare — now only five to six days with Velixo.
Saves Days
on month end close
Saves Hours
on budget cycle
300%
faster reporting, start to finish
Built for finance teams that wear every hat
Reporting, budgeting, and close all in one tool
Finance Managers typically cover more ground than any other person in the finance function. Velixo is built wide enough to follow. Live financial reporting, budget and forecast writeback, month-end close support, automated report distribution.
Five minutes to free up three hours every week
Most finance managers who evaluate Velixo want to see whether it actually works the way it says it does before they involve anyone else.
Let us show you how much easier your day to day can be.
Most teams are running live reports within a day. No implementation required.