Audience
Finance and operational professionals wanting a solution to optimize their reporting, budgeting, and automation operations
About Velixo
Velixo is an Excel-based, API-powered tool that delivers real-time ERP reporting, budgeting, planning, automation, analysis, and data push capabilities, all without compromising governance or formatting. It enables self-service reporting directly in Excel, empowering finance and operations teams to take ownership of their work and reclaim time. Velixo connects bi-directionally to your cloud ERP and Microsoft 365, supporting live data extraction, dynamic report creation, and single-click writeback of budgets, journal entries, project forecasts, or any ERP records. Its Smart-Refresh engine optimizes performance with in-memory caching and incremental updates. Accelerator functions tailored for ERP make report creation intuitive, while multi-company, multi-currency, and multi-tenant consolidation is seamless. Users benefit from smart drill-down capabilities that allow in-Excel exploration of underlying transactions or direct navigation back to ERP documents.
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Integrations
Company Information
Velixo
Founded: 2017
Canada
www.velixo.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Videos
Support
Phone Support
24/7 Live Support
Online
Velixo Frequently Asked Questions
Q: What kinds of users and organization types does Velixo work with?
Velixo works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Velixo support in their product?
Velixo supports these languages: English.
Q: What kind of support options does Velixo offer?
Velixo offers support via phone support, 24/7 live support, and online.
Q: What other applications or services does Velixo integrate with?
Velixo integrates with: Acumatica Cloud ERP, Microsoft Excel, Cegid HR, JAMIS Prime ERP, Microsoft Outlook, Microsoft Teams, Microsoft Word, MYOB Acumatica, Microsoft 365, Microsoft OneDrive, Microsoft PowerPoint, Sage Intacct, and Microsoft SharePoint.
Q: What type of training does Velixo provide?
Velixo provides training in the form of documentation, live online, in person, and videos.
