May 12, 2026 @ 4 - 5PM (ET), Online
What's New in Velixo for Sage Intacct
Product Webinar
Learn the newest Velixo features and solutions released for Sage Intacct, and how you can start using them to improve your reporting quickly.
Can’t make it live?
Every registrant receives full access to session recordings and materials.
What’s New in Velixo for Sage Intacct
We’re introducing some of the most significant Velixo enhancements to date. This webinar brings it all together in one concise, practical walkthrough.
In this session, the Velixo product team will recap the latest innovations released for Sage Intacct users, with a focus on how these new capabilities help teams work faster, report with confidence, and scale without adding complexity. You’ll see how Velixo continues to evolve as the Excel-based platform finance, operations, and project teams rely on, now enhanced with embedded AI intelligence, deeper Sage Intacct integrations, and new purpose-built solutions.
In this webinar, you’ll learn about:
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- Velixo Intelligence – Excel-embedded AI assistants that help generate formulas, queries, and reports while bridging business insight with Sage Intacct complexity
- Query Builder – A new, intuitive way to create Sage Intacct queries without technical expertise
- Multi-Connection Consolidation – Smart, scalable reporting across multiple entities and instances
- Velixo Portal – Centralized connection management and access to a growing library of pre-built templates
- New Industry Templates & Solutions – Expand your Velixo setup with purpose-built templates now available in the Portal:
- 3 new Budget templates — budget-based, top-down, and updated LT Actuals
- 3 new Hospitality templates
- 6 new Construction templates
- Additional productivity enhancements supporting the latest Sage Intacct features
This session ensures you leave with a clear understanding of what’s new, why it matters, and how to start using these capabilities in real-world environments.