Velixo: Combining the Best of
Microsoft Excel & Acumatica

By: | Category: ERP

Many businesses tell us that one of the biggest challenges with their data is having no single source of truth, yet they still use Excel every day. Why not have the best of both worlds?

Velixo bridges the gap between Acumatica and Excel, by giving you easy access to your data and the insights you seek. Acumatica is the central system of records and Excel the presentation layer. With Velixo, you can build your own reports in Excel with live Acumatica data in less than 5 minutes.

Velixo includes benefits such as:

  • Excel Functions specially designed to work with your Acumatica General Ledger, Projects and Generic Inquiries
  • Powerful Filtering and Selection
  • Consolidation
  • GL, Budget and Project Forecast Writeback
  • Automated Report Distribution
  • Integrated Security
  • Smart Refresh
  • Smart Drilldown
  • Unlimited User Licensing

Put an end to manual operations and eliminate human error

Velixo adds over 60 functions to Excel that help you retrieve real-time data from Acumatica. Our simple functions remove the need for manual operations, complex calculations or VLOOKUPs, giving you 100% accurate and fully drillable data without the need to manually update the spreadsheets to reflect the most current data. Everything is live, real-time and interactive.

Velixo also turns Excel report generation and distribution into a one-click process, saving you time and reducing room for error even further.

Build reports that look the way you like, whenever you need them, without having the IT department on speed dial.

You can make data come to life in Excel. 
Velixo empowers every Excel user in your organization to quickly and easily build highly accurate and fully drillable reports and dashboards that refresh automatically. 
 It’s simple yet effective execution allows your entire team to benefit, helping your business make better decisions.

The best part is – you don’t need to spend hours or weeks learning how to use a new software. If you know Excel, you can do it!

You can even set up dashboards and reports that can be viewed on almost any device, thanks to Excel Online and the Excel application available for iOS and Android devices.

Everyone knows Excel, and that’s all you need to know to use Velixo – you’ll say “Cheers!” to your IT team when you meet them for Happy Hour.

Easily reconcile your data

Reconciling the data in Excel spreadsheets with your ERP is easy thanks to Velixo and Smart Drilldown.

You can select any cell referencing ERP data, even formulas, and calculations, and drill all the way down to the original documents and transactions linked to these cells. In Acumatica, drill-down even gives you access to notes and attachments linked to the document – it’s a virtual filing cabinet at your fingertips!

Collaborate with others

With 750 million Excel users, Excel has a large community that requires collaboration.

With the newest versions of Excel, you can use the co-authoring function, which basically means numerous people can be working on a spreadsheet at once and the changes are instantaneous. Similar to Google Sheets, you can work as a team in one spreadsheet. Find out more about co-authoring here.

Threaded Comments are also available in the latest version of Excel for Microsoft 365 subscribers, enabling discussions within the workbook.

Comments have a ‘reply box’. When people reply, you can see several comments connected together, showing a virtual conversation in the workbook. If you need to discuss data with other people, then use a comment.

Interested in a full demo?

With hundreds of customers worldwide, Velixo Reports is the premier solution to eliminating tedious and time consuming reporting methods, all within Excel. Seeing is Believing!

Contact us and we’ll be happy to schedule a 1:1, personalized demonstration of Velixo.

By Guest Author Lauren Ryan, Chief Marketing Officer at Velixo