Excel ERP Reporting Software
Velixo
Velixo Transforms Your ERP Reports in Excel
Velixo lets Acumatica and Sage Intacct users access a new level of reporting in Excel, completely transforming the depth of features and automation your business is able to leverage for your exported data. This quick integration provides immediate access to a wealth of new functionality in each spreadsheet and allows you to capture detailed insights into your financial silos while maintaining the same security available within your ERP. With the quick help of an expert consultant from SWK Technologies, you will be able to install Velixo and get access to your integrated data in minutes, and start creating new and more complex reports without spending a ton of time manually building them.
Advanced Excel Reporting Features for Acumatica & Sage Intacct
Acumatica and Sage Intacct are powerful financial and operational management systems that deliver deep insights into silos and seamless automation, and in a perfect world everyone would know how to use them intuitively. This not being a perfect world, many finance and operations teams fall back on Microsoft Excel as an easier and relatively simple method for exporting reports that can be read and used by everyone. Yet Excel-based spreadsheet reporting brings many, many limitations from the tedious manual processes to the lack of complex organization and filtering features.
Velixo changes this by adding multiple layers of granularity and categorization, along with quick and easy synchronization between your ERP software and your Excel exports, giving you the ability to turn your spreadsheets into detailed financial reports. With pre-built templates for different use cases such as budgeting and forecasting, as well as a host of innovative built-in features, this add-on provides a multitude of new ways to streamline your financial and operational reporting using the tools your team already knows.
Velixo was initially designed by Acumatica experts, and integrates seamlessly into its unique Generic Inquires (GI) and other reporting features.
Download the datasheet here to learn more about this integration’s capabilities with Acumatica Cloud ERP.
Core Velixo Features
Direct Excel Integration
- New Velixo ribbon in Excel with over 80 custom functions
- Ability to use all native Excel features alongside Velixo functions
- Supports over 60 ERP-specific functions, such as retrieving balances, transaction details and dimension data
Quick Installation and Setup
- Installed as an Excel add-in through Microsoft Office’s Add-ins interface
- Simple configuration using existing ERP credentials (company ID, user ID, and password)
- No additional licensing requirements for installation
- Minimal setup required to start reporting
Pre-built Reports and Templates
- Sample pack reports for various industries
- Templates include profit and loss, balance sheet, and project budget forecasts
- Ability to insert Velixo functions into existing Excel files
Report Distribution
- Automates the distribution of reports in Excel or PDF formats
- Supports complex distribution lists, security settings, and permission-based visibility
- Can create multiple report versions filtered by company, department, or project
Write-back Capabilities
- Create and update GL transactions
- Modify budgets and forecasts
- Update project estimates
- Push data to any object in the ERP platform
- Enables quick data correction and batch uploads without leaving Excel
Dimensions and Reporting Books
- Full support for dimension-based reporting (departments, locations, projects)
- Can filter and report by multiple dimensions within a single worksheet
- Support for multiple reporting books (e.g., GAAP, IFRS)
Multi-company and Multi-branch Support
- Consolidates data from multiple entities, branches, or tenants
- Enables cross-company or branch-level reporting from a single Excel file
- Simplifies managing intercompany transactions and eliminations
Velixo ERP Features for Excel
Financial Reporting
- Retrieves real-time General Ledger data, including sub-accounts and financial periods
- Supports multi-entity financial consolidation and elimination entries
- Advanced account grouping and filtering options
Data Extraction
- Extracts real-time data from the ERP via direct API connections
- Supports multiple data extraction methods, such as dynamic cell-based formulas
- No additional middleware or data warehousing required
Drill-down Functionality
- Allows users to drill down into transactional details from summary-level data
- Links to original ERP documents for detailed analysis
- Supports drill-down on financial statements, trial balances, and project reports
Real-time Data Refresh
- One-click data update for all connected reports
- Option to refresh data automatically when opening files
- Uses your ERP’s native API for live connectivity
Generic Inquiry Integration (Acumatica)
- Allows direct retrieval of data from Acumatica Generic Inquiries
- Supports custom queries and data filters within Excel
- Enables users to build reports based on non-standard Acumatica tables
Security and Permissions
- Mirroring of ERP user permissions in Excel
- Single sign-on (SSO) support
- Complies with ERP-based role management and data visibility rules
Project Integrations
- Access to project-specific data and KPIs
- Project forecast write-back functionality
- Ability to create project-based reports and analysis
- Consolidates project-level data across multiple companies or branches
Velixo Integration for Microsoft 365
On top of its native ERP integrations and Excel connector, Velixo can also sync data with other apps in the Microsoft 365 suite as well as with its shared cloud storage services. This means that your team will be able to exchange files via OneDrive, collaborate simultaneously on them in SharePoint, create tasks in Teams, leverage the AI features of Microsoft CoPilot and much more with your M365 license.
SWK Technologies is a certified Microsoft Gold Partner and Microsoft 365 managed services provider that will help you secure the best price and get the most out of your M365 apps, the Office 365 platform and your Velixo integration with Acumatica or Sage Intacct. Contact us to learn more about how SWK can help you optimize your technology ecosystem and ensure you get the most out of your investment.
More Resources for Velixo
Check out the recorded webinars below to learn more about Velixo: