Operations Manager
See what's happening across the business in real time
Velixo pulls live operational and financial data from your ERP into Excel. Across costs, revenue, inventory, payroll, and more without an IT ticket or a request to finance. Build the reports your function needs and refresh them whenever things change.
Rated 4.7/5 on G2. Hundreds of hours saved monthly by operations teams.
Your ERP has everything you need to run the business. None of it is easy to get out.
The data exists. Getting to it is the problem.
The operational data you need to do your job is sitting in the same system the finance team uses to close the books. Revenue by location, payroll costs by department, inventory turnover, AR aging, purchasing trends. It’s all there. The problem is that it’s locked behind a reporting layer that wasn’t built for how you work.
Getting a custom report out of your ERP means either filing a request with IT and waiting, or asking finance to pull something that isn’t quite their priority right now. What comes back is formatted for someone else’s purpose, doesn’t have the cuts you actually need, and reflects the system as it existed when the request was submitted — not as it exists today.
You’ve heard the case for BI tools. Maybe you’ve even been through an implementation. The pitch is compelling until you realize the setup timeline is six months, the maintenance requires someone who can write DAX, and the finance team still doesn’t get the formatted reports they need from it anyway. You don’t need a data warehouse. You need your ERP data, in Excel, accessible to the people who need it, refreshable on demand.
What operational visibility actually looks like
Every data object in your ERP, accessible from Excel.
Velixo isn't limited to financial reporting. It connects to every object your ERP contains. From accounts receivable, accounts payable, inventory, payroll, sales orders, purchase orders, production data; and makes all of it queryable from Excel using functions that work the way Excel already does. That means the operational report you've been asking IT to build for six months is something you can build yourself in an afternoon. And when you need a different cut next week, you modify the query and refresh. No ticket, no waiting, no reformatting what came back.
What operational visibility actually looks like
Operational and financial data analyzed together.
Most tools force a choice: financial reporting or operational reporting, from finance's system or from the ops team's spreadsheet. Velixo removes that separation. Because it connects to all the data in your ERP, you can analyze margin alongside production volume, payroll cost alongside headcount, inventory turnover alongside purchasing — in the same workbook, from the same live source. Data entry that moves at the speed of operations. Turnpoint Services saved 10 to 12 hours per month with only three to four users and found that brand-level controllers started asking for access after seeing what the corporate team was producing. The visibility that one team builds tends to create demand from every team that sees it.
What operational visibility actually looks like
Data entry that moves at the speed of operations.
Operations teams push a lot of data back into the ERP: price list updates, journal entries for cost allocations, inventory adjustments, external data from outside systems. Done manually, that means hours of data entry every week. With Velixo's writeback capabilities, bulk updates from Excel go directly into the ERP in a single action. Daybreak Eggs automated the creation of hundreds of journals every month, uploads changing customer price lists in bulk from Excel, and saves between 50 and 100 hours per month across those workflows. The data entry that used to consume the team's time is now a button.
From operations teams running on live data
We're saving 10 to 12 hours per month with only 3 to 4 Velixo users and now the brand controllers want it too.
50 to 100 hours saved every month. I can upload thousands of lines to Acumatica, instantaneously, with a click of a button.
We have cut our financial report generation process down to minutes and not hours. We can turn around ad-hoc financial requests instantaneously. It has made our process fast, lean and more transparent.
50-100 hrs
saved per month on data workflows
4.7/5
rated on G2
300%
faster reporting across operational and financial data
Built for operations, not just finance
Report on every corner of the business from a single connection.
Velixo is used cross-functionally across organizations. Operations teams use it for payroll reporting, inventory analysis, sales and purchasing trends, cost center performance, and resource allocation alongside whatever financial reporting the business needs. One ERP connection, one Excel interface, every data object you need.
Operational reporting & KPI tracking
Accounts receivable & payable analysis
Inventory & purchasing reporting
Payroll & labor cost analysis
Data integration & bulk writeback
Automated report distribution
The operational data your team needs is already in your ERP. Let’s get it into Excel.
Most operations 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.
If you know Excel, you know enough to get started. Most teams are running live reports within a day.