Your ERP data live in Excel.
Velixo is for the CFO who's done waiting on IT
Live reports, one-click writebacks, and an AI analyst inside the Excel workbooks your team already uses. No data warehouse. No nightly refresh. No "BI strategy."
Want to learn more? Book a consultation with our experts.
3× ISV Partner of the Year · #1 App for Live ERP to Excel Reporting · 3,400 customers · 4.7/5 on G2
Without Velixo
Manual exports, broken spreadsheets, and reporting that never quite ties back to your ERP
- Month-end close takes eleven days. Half of it is just getting data out of your ERP
- Multi-entity consolidation is a manual stitch across exports and tabs.
- Budget changes get emailed as workbooks and re-keyed into your ERP by hand.
- Can you resend that report?" arrives Friday at 6:47pm.
- Clunky AI that doesn't quite get the job done and repeatedly apologizes for being wrong.
With Velixo
Turn Excel into a real time reporting and planning layer for ERP
- Month-end takes four hours. The eleven days becomes four hours because the export step disappears.
- Consolidate sixty branches in fifteen seconds, in one workbook.
- Push hundreds of budget lines back to Acumatica from one sheet.
- The CEO drills the live workbook themselves, and stops Slacking you on the weekends.
- Velixo's AI analyst works directly in your Excel document for real time answers.
Don't take our word for it
Velixo gave better visibility in our data and self-sufficiency.
With a growing number of venues (about 60) we needed agility with our reporting. With Velixo, we can add a new branch to our Consolidation report in just 15 secs.
We were lacking the export of formulas to Excel. With Velixo, it was a plug-and-play experience for our existing reports and it's instant. It saves 2 to 3 hours every time I hit the refresh button.
It's one of the best tools we've implemented. Velixo brought back the Excel-based flexibility we missed, but with true integration to Sage Intacct. That's a huge advantage.
“Velixo’s wildcard functionality let me plug right into our existing Sage Intacct dimensions without extra setup. I filtered by our department codes and it just worked! No maintenance headaches, and it scales as we grow.”
“We had a client request an Expanded Trial Balance recently, and I couldn’t build it in Sage Intacct. Velixo had exactly what we needed, right out of the box. The help articles were excellent; everything was incredibly straightforward. Any time I had a question, I found the answer right there. That level of clarity is rare."
Typically, when I go through monthly updates for all the projects and budgets, it would take me roughly 1 week to finish all updates. Now, I can do it in a single day! All I have to do is refresh the workbook. As long as I have my dates right, I have everything in the blink of an eye!
Velixo is my FAVORITE addition to Acumatica. The previous frustrations of "I know how to do that in Excel why can’t I do it in Acumatica" are gone. I love it. 5 stars!
The Velixo team never disappoints! Velixo is one of the best add-ons for Acumatica. My customer uses multiple tenants, and without it, we cannot easily do multi-tenant reporting. It also enables us to create reports with the most user-friendly interface. If you know Excel, you can learn Velixo in a snap. Their support and team is what makes it stand out above other vendors. Their team is so knowledgeable, so experienced, and so very helpful.
What you can do with Velixo's Live ERP Data to Excel
Pull from every object
GL, projects, AP/AR, inventory, and payroll into Excel live. Refresh, and the cell shows the number in Acumatica, in real time, any time.
Push to writeback
Push hundreds of budget lines back to Acumatica from a single workbook. Full writeback for budgets, journals, and project forecasts. No copy-paste. No CSV imports.
Consolidate across branches
Consolidate across sixty branches in fifteen seconds. Signature Hospitality Group does exactly that, every month.
Drill down to the P&L
Drill from a P&L cell into the originating GL entries. The audit trail is automatic. Tie-back is automatic.
Smart assistant that provides answers
Ask why margin dropped in March. Get the answer with the source rows highlighted. Built on Velixo Intelligence.
Distribute your reports
Distribute reports through Microsoft 365 on a schedule, with refreshable commentary inside the file. Same file, every stakeholder, current numbers.
Velixo works with businesses and organizations just like yours
Manufacturing
Gain real time visibility into production costs, inventory, and margins with Acumatica reporting in Excel. Track performance across plants and products while giving finance and operations faster access to the numbers that drive decisions.
Retail & Distribution
Turn daily sales, inventory, and margin data into actionable insight directly in Excel. Acumatica reporting helps retail teams monitor performance across stores and channels without waiting on static ERP reports.
Construction & Engineering
Track project costs, budgets, and profitability in real time with ERP reporting in Excel. Finance and project teams gain clear visibility into job performance so they can control costs and make faster decisions across every project.
Professional Services
Track project profitability, utilization, and revenue in real time with ERP reporting in Excel. Finance and operations teams can monitor performance across clients and projects while building flexible reports without manual exports.
Nonprofit & Public Sector
Create clear, accurate financial and grant reports without complex tools or manual exports. With live ERP data in Excel, finance teams can track funds, programs, and budgets with confidence and transparency.
Healthcare
Track financial performance, departmental spending, and operational metrics with real time ERP data in Excel. Healthcare finance teams can build accurate reports faster while maintaining the transparency and control required for audits and compliance.
Solutions tailored for every role
Finance
Velixo gives finance teams real time ERP data directly in Excel to build financial statements, management reports, and budgets faster. Controllers and FP&A can refresh reports instantly, drill into transactions, and maintain a single source of truth without manual exports.
Operations
Velixo helps operations leaders monitor inventory, purchasing, and operational KPIs using live ERP data in Excel. Teams can analyze performance, track trends, and create reports tailored to how the business actually runs.
Project Managers
Velixo provides clear visibility into project budgets, costs, and profitability directly in Excel. Project managers can track actual versus planned performance in real time and adjust forecasts before small issues turn into margin problems.
IT Teams
Velixo reduces reporting requests and spreadsheet chaos by giving business teams secure self service access to ERP data in Excel. Because it respects Acumatica security and permissions, IT maintains governance while empowering users to build their own reports.