Budgeting & Planning
Build your budget with confidence in Excel. Push it to your ERP when it's ready.
Velixo lets you build your budgeting & planning models in Excel, the same way you do it today. With Velixo, your budget is live, dynamic, reusable, and collaborative. Your scenarios run without rebuilding the model. Budgets can be allocated and distributed the way you need. Your ERP always remains your source of truth. No separate planning tool required.
Save Days
on the budget cycle
+250%
data entry efficiency
Budgets
written back in one click
Easily build the budgeting & planning models of your dreams, or bring your existing spreadsheets to life with live ERP data, or start fresh with one of dozens of ready-made Velixo Budget templates.
Once connected, Velixo pulls actuals and budgets directly from your ERP, giving you a real-time foundation for planning. From there, distribute figures across periods, accounts, or any dimension using the methods that suit your process – top-down, driver-based, equal or weighted allocation.
Purpose-built tools keep the process clean and controlled: Freeze locks dynamic data while budgeting is underway, collaborative features let teams work in parallel, and Writeback pushes approved entries straight into your ERP – no manual rekeying, no reconciliation headaches. Your budget data doesn’t live in Excel, Excel is the interface to your ERP. Your ERP remains the source of truth.
The result is a budgeting and planning experience that’s flexible enough for finance, governed enough for IT, and simple enough for everyone in between.
Why does budget season keeps getting harder?
Your budget model is good. The process around it is what breaks.
Most finance teams don’t have a problem with Excel as a budgeting tool. They have a problem with everything that happens around it. The model gets emailed to department heads who fill it in inconsistently, overwrite formulas, and return versions that have to be manually consolidated. The actuals that need to sit alongside the budget come from a separate export that’s already stale by the time anyone looks at it. When the board asks for a revised scenario mid-year, the answer is days of rework – and let’s not talk about monthly reforecasting or rolling budgets …
Dedicated FP&A platforms promise to solve this. For mid-market companies, the reality is a six-figure implementation, a months-long deployment, and a tool that still feels too difficult to use and can’t produce the formatted reports finance actually needs. These platforms were built generically without your ERP in mind, and for large enterprises with dedicated planning teams, not for the controller who owns both the close and the budget.
Velixo fills a specific gap: your Excel model stays in Excel, but it becomes collaborative, real-time and bidirectional – it connects to live ERP data and gains the ability to write back to the system. Budget season stops living in email. Scenarios run against current actuals. When the numbers are approved, they go into the ERP from the same workbook where the planning happened.
How Velixo helps with budgeting and planning
Live data, always current
Manually enter budget data in your model or base it on live actuals or budget data from your ERP.into the same workbook as your budget model. Every comparison (budget vs. actuals, forecast vs. actuals, rolling variance) always reflects what your current data. When a department comes in over budget, you know before the period closes. And it’s all a visual experience.
How Velixo helps with budgeting and planning
Distributed, your way.
Whether your budgeting starts at the department level and gets distributed down or across other dimensions, Velixo supports every scenario, including maintaining multiple sheets and rolling budget entries up to a single budget. All of this, in a dynamic and real-time way. Build your models once, refresh and adjust your budget data.
How Velixo helps with budgeting and planning
Collaborative budgeting without emailed files
Leveraging Microsoft 365, your files are version controlled, available online for data entry and reviews and collaborating, letting Finance teams always work from the same workbooks and data. Logical freezing of your live data is a key concept that Velixo supports to ensure your data doesn’t refresh while forecasting.
How Velixo helps with budgeting and planning
Approved budgets write back to the ERP
Once the budget is finalized in Excel, it writes back to the ERP directly from the workbook, across GL accounts, departments, and periods in a single action. No re-keying. No risk of divergence between Excel and the ERP after sign-off. Velixo respects your ERP security, meaning only users with access to create budget entries would be able to push the data back to the ERP for approval.
How Velixo helps with budgeting and planning
Continuous forecasting, not just annual planning
Velixo supports rolling budgets and reforecasting – your data is live and governed opening the door to efficiencies and better data visibility and tracking for your business.
Don't take our word for it
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.
We have cut our financial report generation process down to minutes and not hours. We can turn around ad-hoc financial requests instantaneously.
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.
What Velixo covers for budgeting and planning
Included: Several budget templates · Scenario analysis · Budget vs. actuals variance reporting · Cash Flow forecasting · Budget allocation & writeback to ERP · Cash flow planning · Expense and revenue planning · Allocation
Commonly built by customers: Department-level budget input workflows · Headcount planning models · Multi-entity budget consolidation · Budget variance reports · Rolling forecast · Board-ready budget presentations · Mid-year reforecast models · Sales budgets
Who benefits from Velixo’s FP&A capabilities
Finance Manager
The team carrying both the close and the budget workload needs a process that doesn't collapse under the weight of manual consolidation.
See how finance managers use VelixoCFO
Scenario modeling that doesn't require rebuilding the model lets leadership stress-test assumptions without waiting days for revised numbers.
See how CFOs use VelixoFinancial Controller
Budget writeback from the same workbook where the analysis happens closes the loop between planning and the system of record.
See how controllers use VelixoERP Consultant / Analyst
Velixo's budget templates deploy quickly and adapt to any client's dimension structure, making them a repeatable starting point across engagements.
See how ERP consultants use VelixoRelated use cases Velixo supports
Your budget model is already in Excel. Let’s connect it to the ERP.
See exactly how Velixo handles live actuals, scenario modeling, and budget writeback in a 30-minute demo with someone who knows the product.
Pre-built budgeting templates included. Most teams complete their first budget writeback within a day.