Why Velixo
Supercharge your reporting, budgeting and automations, using the Excel you love.
We are on a mission to accelerate businesses’ transformation through meaningful outcomes and efficiencies. To do this, we lead with years of experience in the ERP industry and focus on innovative, highly flexible and productive features that are designed with users in mind, for users!
What do we do
We help organizations of all sizes in every industry grow and make automated, data-driven decisions faster using the Velixo platform, that is optimized for self-service reporting, budgeting and many data integration scenarios.
Users love Velixo for its ERP integrations, its simplicity, usability and flexibility. They feel empowered with a real-time reporting tool that they can own, that lets them produce pixel-perfect and fully dynamic reports of any shape or form. Live data analysis is fully supported through drilldown to transactional data within Excel or within their ERP, and users can get further insights from built-in AI assistant tools and report distribution features.
But Velixo isn’t just a multi-awarded reporting tool. Thanks to its Writeback features, we enable pushing any data back to your ERP from Excel. Journal transactions, budgets, project forecasts, or any data to any object of your ERP in real-time from Excel. Those features allow users to automate many workflows and achieve significant time savings that boost their productivity and competitiveness.
We’re unique
Others just don’t do the same!
We’re laser focused on user experiences that accelerate your business outcomes. Zero friction!
- Let your users own their work and take back their time
- No silos of data with live connections/ refreshes and centralization in SharePoint
- SSO and per-user data security, synchronized from your ERP
- Fully interactive – real-time reporting, with exploration of data in Excel or directly in your ERP
- Available on any version of Excel, Windows or Mac. Desktop or Cloud.
- Your statements version-controlled, pixel-perfect, with Notes, one-cell values, formatted the way you want, using any layout, thanks to Excel
- Natively Excel delivered. Stay in Excel for further analysis, budgeting or data push scenarios
- Share or distribute using our automated distribution features
- If you know how to Excel, you know how to Velixo!
- Up to speed in no-time, limited training needed
- You only interact with Excel-like functions, it’s a simple and efficient reporting experience
- No other software, license or platform dependency
- No programming language to learn
- Trust Your data, it’s fully integrated to your ERP
- Built from the ground up for your ERP
- Backed by a large community of partners and customers
- Velixo is constantly refined and auto-updated
- Get Started with pre-built Templates
- Simple subscription plans that follows you and that you can upgrade
- Moving from somewhere? An ERP or another reporting software? Migrate in days not months!
- Unparalleled performance and scalability
- Real-time Budgeting and Data Push features
- Leverage the myriads of available Microsoft 365 apps that are naturally in Velixo’s ecosystem
- Teams for effective Collaboration
- SharePoint Online as the centralized , cross-department repository
- Power Automate for smart user or automated trigger-based workflows
Achieve significant outcomes
Save a tremendous amount of time and effort, and reach business outcomes faster
Make key decisions faster
Become more data driven. Deliver insights at scale, with repeatable, live, automated data, all within the comfort of Excel.
Save on labor costs, on all fronts
Automate labor-intensive and manual work, take back your time, and save hours every week.
Become more efficient
Automate data entry processes, integrate data with our data push forms to write data back to your ERP.
300%
Increase in reporting speed
“We have cut our financial report generation process down to minutes and not hours. We can turn around ad-hoc financial requests instantaneously. It has made our process fast, lean and more transparent.” Joseph Steele, Quick Quack Car Wash, Director of IT
50%
Reduction in month-end close time
“Velixo Reports has drastically reduced the amount of time it takes for my month-end financial statement preparation. I couldn’t be happier.” Larry Hooks, Berthold technologies, Controller
250%
Efficiency through writeback automation
“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.” Donna M. James, Cornell Cooperative Extension, Finance Manager
Our community
Thousands of companies of every size, in every industry and hundreds of expert partners around the world trust Velixo.
Integrating our Excel-based custom forms to Velixo Writeback completely automated manual entry for us. It’s probably days of work saved at the end of the month.
Velixo Reports has drastically reduced the amount of time it takes for my month-end financial statement preparation. I couldn’t be happier. Excellent product.
Velixo cut Mid-States Companies’ estimate and proposal manhours in half. If you don’t have Velixo, you’re crazy.
We have cut our financial report generation process down to minutes and not hours. We can turn around ad-hoc financial requests instantaneously. It has made our process fast, lean and more transparent.
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.
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.
Preparing my board management report went from six hours to one hour, and I can probably save an extra 30 minutes with further Velixo automations.
Sage Intacct is a better ERP system, but 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 2-3 hours every time I hit the refresh button.
About us
We are a team of tech and ERP professionals with a mission to accelerate businesses’ transformation through meaningful outcomes and efficiencies, leveraging the latest technologies, Microsoft 365 and ERPs’ unique capabilities. We achieve these results with a great product and a focus on customers and user experiences.
Sold predominantly through a large network of partners, Velixo serves ERP customers of every size, in every industry, by enhancing the reporting and budgeting experience of their ERP using the Velixo Excel add-in, and introducing a world of innovative features and integrations, that makes it so efficient and a no-brainer for users.
The software has seen incredible adoption, thanks to the fun and diverse team that develops it as well as a community strong of thousands of customers and hundreds of VAR partners, who for the third and consecutive year have helped Velixo retain a perfect satisfaction score across ERP and review platforms such as G2 Crowd. Velixo has the highest satisfaction ratings across the industry, with several G2 Crowd recognitions such as: High Performer, Best Meets Requirements, Easiest to do business with, Users most likely to recommend.
The ERP software vendors we attach to have awarded us several awards over the years, notably:
- Acumatica Top-notch 2024 award – a testament to our exceptional contributions to the Acumatica ecosystem, our impressive performance in the year and our perfect customer satisfaction rating.
- MYOB Best Performing App 2024 award – recognizing the exceptional value that we deliver to businesses as well as our attachment rate within the MYOB Advanced market.
- Acumatica Innovation 2023 award – a recognition of our steadfast focus on innovative features in support of the Acumatica platform.
- Acumatica Top-Partner of the Year 2022 award, which highlighted the strong performance and dedication to the Acumatica ecosystem.
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