Velixo Elevate Series
We’re excited to launch something new exclusively for our active Velixo partners and customers: the Velixo Elevate Series. This is a program designed to deepen your expertise, strengthen your reporting environment and help you get more from the tools you already rely on.
Introducing the Velixo Elevate Series
We’re excited to launch something new exclusively for our active Velixo partners and customers: the Velixo Elevate Series. This is the beginning of a program designed to deepen your expertise, strengthen your reporting environment and help you get more from the tools you already rely on.
We’re starting with our Sage Intacct and Acumatica communities, bringing people together around focused, practical use cases. Each session will explore a single topic in a structured and organized way, deep-diving into real-life scenarios that matter to finance teams. Sessions are led by a Velixo expert, whether it’s someone from our team or a member of the partner and user community whose experience can help all of us get better together.
The format is simple: brief announcements, a guided exploration of the featured use case, and time for thoughtful Q&A. Over time, these regular gatherings will empower a broader network of experts who support and elevate one another’s work.
If you’re an active Velixo customer or partner, join the invite list for upcoming sessions. All sign-ups will be reviewed to ensure the program stays focused on those already working with Velixo day to day.
If you’ve created something you think others could benefit from, you’ll be able to flag your interest in contributing. Invitations to present will be extended when the topic and fit support the goals of the program.
When does it start?
Beginning on January 20, 2025, sessions will occur on a monthly basis.
The Sage Intacct series will occur the first Tuesday of each month, and the Acumatica series will occur on the the third Tuesday of each month. This means we’ll be kicking off the program with Acumatica!
We’re excited to build the Elevate community with you.
If you have trouble registering, please email marketing@velixo.com
Upcoming Sessions
Review details of our upcoming Velixo Elevate sessions below. If you're a current, active Velixo partner or customer, join the Velixo Elevate list to learn more! All sessions occur at 2PM Eastern time unless otherwise noted.
Presenters:
Kyle Wolf, Operations Finance Manager, MNI Operating Co.
Jim Norton, CPA, Evangelist & Senior Product Manager, Velixo
One of the best ways to learn what Velixo can do is to watch a real-life user! Kyle Wolf runs finance operations at MNI Operating Co., a construction subcontractor on Sage Intacct, and his team has spent the past year rebuilding their reporting and data entry around Velixo. In this session he opens the workbooks he uses every month and shows how each one replaced manual, error-prone work with something faster and more reliable.
You’ll see live examples across allocations, rebate splits, WIP, and contract pipeline reporting, all built in Excel and connected straight to Sage Intacct. Kyle closes with a favorite on his team: mass-updating jobs and customers in bulk through Universal Writeback.
Attendees will leave with:
- A real customer’s playbook for automating allocations and journal entries between Excel and Sage Intacct
- Practical patterns for SI.QUERYLOOKUP, query grouping, closing balances, and dynamic arrays in construction/project-based reporting
- A look at how Universal Writeback handles bulk updates to jobs and customers in a fraction of the usual time