Velixo

Bring your Acumatica & Excel worlds together

A multi-awarded ISV by Acumatica (Top-notch award 2024, Innovation award 2023, Partner of the Year 2022).

 

Velixo gives you the most seamless experience for reporting, budgeting and automating data input processes for Acumatica, in real-time and bidirectionally.

Features

Unmatched self-service reporting, budgeting & automation experience.

Powered by Velixo Smart Refresh, we give you a live, full self-service reporting experience with specially designed Excel-like Accelerator functions and flexible query options, all within the comfort of Excel. It will feel like a natural extension of Excel!

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Learn more about Report

Deeply integrated exploration features that let you analyze transaction details, get AI insights from Excel Copilot, and jump back to your ERP, for a fully connected and interactive experience.

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Learn more about Analyze

Create your budgeting & forecasting scenarios with confidence, with no limitations whatsoever, using our templates and writeback features.

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Learn more about Budget & Plan

Save days and remove manual data entry by automating data push from Excel directly to your ERP, using our generated input forms and optimized Push features.

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Learn more about Push

Automatic updates, no maintenance, ERP authentication and security coupled with cloud centralization give you peace of mind that you can grow with confidence.

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Learn more about Govern & Collaborate

Package your work, embed or distribute it using our email distribution features and native Microsoft 365 integrations. Velixo is highly integrated.

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Learn more about Distribute & Automate

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.

The Velixo difference

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 Acumatica
  • Fully interactive – real-time reporting, with exploration of data in Excel or directly in Acumatica
  • Available on any 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 Acumatica
  • Built from the ground up for Acumatica
  • 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

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Is your business evolving past excel, or is your current ERP provider just not living up to its promise. Acumatica is for you. APPSolve’s Acumatica certified consultants will be able to assist you in your digital transformation journey.

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