Operational Reporting
Finance reporting is table stakes. Velixo reports on the whole business.
Velixo connects every data object in your ERP to Excel: AR, AP, inventory, payroll, sales, purchasing, production; so operational teams can build the reports they need, refresh them on demand, and stop waiting on finance or IT to pull data that should be theirs to use.
Every ERP
data object
10–12 hrs
saved/month at Turnpoint Services
No IT
ticket required
Live
on refresh
Velixo isn’t limited to financial statements. It connects to every data object your ERP contains and makes all of it queryable from Excel. Operational teams need it for their day-to-day data analysis, and Finance needs it for their subledger reconciliations at month-end. If your team currently requests operational reports from finance or IT, waits for them, and reviews numbers that are already stale; this is the use case that changes that.
The data exists. Getting to it is the problem.
Every team in the business runs on operational data. Almost none of them can get to it without asking someone.
The ERP isn’t just a financial system. It holds revenue by sales rep, inventory turnover by SKU, labor cost by department, accounts receivable aging, purchase history by vendor, and dozens of other operational data sets that teams across the business need to do their jobs. The problem is that most of it is locked behind a reporting layer that wasn’t designed for operational use.
Getting a custom operational report out of the ERP means either a request to IT that takes weeks, or a request to finance that competes with everything else on their close calendar. What comes back is formatted for someone else’s purpose, doesn’t have the dimensions or cuts the requesting team actually needs, and reflects the system as it existed when the request was submitted.
The result is operational decisions made on stale, incomplete, or approximate data — not because the right data doesn’t exist, but because the path from the ERP to the people who need it is too slow.
How Velixo works for operational reporting
Every data object in your ERP, queryable from Excel
Velixo exposes every module and data object your ERP contains. Accounts receivable aging, sales by rep or region, inventory levels by warehouse, purchase orders by vendor, payroll by department, production volume by line. All of it is accessible from Excel using the same query structure as financial reporting. If it's in the ERP, Velixo can pull it.
How Velixo works for operational reporting
Self-service, without IT dependency
Building transactional reports is a visual process through the Query Builder. Once a report is built in Velixo, any team member who can use Excel can run it, filter it, and refresh it on demand. No ticket to IT, no request to finance, no waiting for a scheduled export. Finance requires GL transaction analysis for reconciliation purposes, Controllers reconcile AP orders and bills with payments, or track AR aging for collection The need to report on transactions and then aggregate them (or vice versa) for analysis is key.
How Velixo works for operational reporting
Operational and financial data analyzed together
Because Velixo connects to all data in the ERP, operational and financial metrics can be analyzed in the same workbook from the same live source. Labor cost alongside headcount. Revenue by product line alongside margin by product line. Inventory turnover alongside purchasing cost. The analysis that currently requires combining data from different exports and hoping they reconcile runs from a single, live connection.
How Velixo works for operational reporting
Automated distribution across the organization
Operational reports built in Velixo can be distributed automatically via Microsoft 365 — filtered per recipient, delivered on a schedule, and refreshed before sending. The weekly operational pack that currently gets assembled and emailed manually runs automatically. Turnpoint Services saved 10 to 12 hours per month with three to four Velixo users, and found that other teams started requesting access once they saw what operational visibility looked like at the corporate level.
Don’t just take our word for it
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.
What is covered with Velixo’s operational reporting
Operational data example: Accounts receivable · Accounts payable · Sales orders and invoices · Inventory transactions · Purchasing by vendor or category · Payroll and labor costs · Production orders · User auditing activity
Commonly built by customers: Weekly sales performance reports · AR aging by customer· AR/AP/Inventory reconciliation · Timesheet data by employee, Labor performance by department · Vendor spend analysis · Customer profitability reports
Who benefits from Velixo’s operational reporting
Operations Manager
Live operational and financial data from a single ERP connection, in the Excel environment your team already uses.
See how operations managers use VelixoCFO
A business-wide view that covers operational KPIs alongside financials, refreshable on demand, without a BI platform.
See how CFOs use VelixoERP Consultant / Analyst
Operational reporting built on Velixo's universal query layer deploys across clients regardless of industry or ERP configuration.
See how ERP consultants use VelixoRelated use cases Velixo supports
Every number in your ERP. Accessible from Excel.
See how you can build an operational report with Velixo from a live ERP connection: AR aging, sales performance, inventory; in the same Excel environment as your financial reporting.
Every ERP data object available from day one. No custom development required.