Velixo
Velixo Excel reporting empowers your business by connecting Excel to Sage Intacct for real-time reporting.
Velixo is a powerful Excel-based software that seamlessly integrates with Sage Intacct. It gives you the ability to analyze, push, and distribute your financial data, all in real-time, within the familiar environment of Microsoft Excel.
Unlock real-time reporting and budgeting in Excel with Velixo
Empower your finance team to work smarter with Velixo, the ultimate Excel-based reporting and automation tool for your ERP, designed to transform how you manage financial data and streamline your workflow.
Create live, connected reports: Access real-time data directly within Excel, eliminating delays and inaccuracies. Use Velixo Smart Refresh and Smart Drilldown for effortless exploration.
Customize reports in minutes: Easily adapt Velixo’s pre-built templates or create your own from scratch.
Drill down to the source: Investigate data discrepancies by seamlessly moving from Excel reports to underlying ERP transactions and back again. Correct errors directly within your ERP, and watch your reports update automatically.
Automate data entry: Use Velixo Writeback to automate journal entries, budgets, and forecasts directly from Excel – eliminating manual work and human error. Examples include automating accruals, creating eliminations, and managing GAAP adjustments.
Work smarter, not harder: Velixo’s intuitive, Excel-like interface makes it easy for anyone on your finance team to become proficient in hours, not weeks.
Maintain complete control: Your ERP remains your trusted central data source. Velixo simply empowers self-service reporting and budgeting without compromising governance, data integrity, or pixel-perfect formatting.
Seamless integration with Microsoft 365:
Velixo leverages the power of Microsoft 365 to enhance collaboration, workflow, and data governance:
• Collaboration: Excel and Teams integrations.
• Distribution: SharePoint and Outlook.
• Governance: SharePoint and OneDrive.
• Packaging: Word and PowerPoint.
• Workflows & Automation: Power Automate.
• AI: Copilot integration (Excel, Edge, Windows).
Complete ERP coverage:
Velixo connects to all areas of your ERP, utilizing features like Queries (Sage Intacct) to access subledgers and reconcile GL data. Create comprehensive reports and dashboards for any module.
Save time & increase accuracy with automated reporting
Enhanced Collaboration: Velixo harnesses the power of Microsoft 365, offering improved governance, AI-driven insights, and streamlined workflows for better collaboration across your team.
Velixo: Reporting Made Visual – Have it your way:
Flexible Access: Velixo works with any version of Excel, whether you’re on a Windows or Mac desktop, or in the cloud. Access your financial data whenever and wherever you need it.
Customizable, Pixel-perfect reports: Create professional, version-controlled financial statements with custom layouts, notes, and precise formatting—all powered by Excel.
Seamless Excel Experience: Stay within your familiar Excel environment for all your reporting, budgeting, and data analysis needs, including pushing data back to your ERP.
Automated Distribution: Effortlessly share and distribute your reports with automated features, saving you time and ensuring key stakeholders always have the latest information.
Trusted by thousands of companies for:
• Consolidation
• Data Automation
• Cost Forecasting
• Project Accounting
• Budgeting & Planning
• Operational Reporting
• Bulk Data entry/upload
• Construction Reporting
• Reporting & Analysis (Financial & Operational)
Should you need more information or assistance regarding Velixo, kindly fill out the contact form below.
A knowledgeable About IT consultant will reach out to you to schedule a consultation.
