Velixo

 

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Velixo Excel-Driven Reporting

Velixo Reports is the only reporting tool designed exclusively for Acumatica. This Excel plugin is lightning fast and leverages the unique capabilities of Acumatica Cloud ERP. Build Excel spreadsheets with Acumatica data and use over 50 functions designed to work with general ledger, project data, and generic inquiries.

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Key Features

Live Results

Work with the most up-to-date data, including changes made to formulas and cells. Update the cell to see the P&L of another branch or run reports for a different financial period.

Custom Reporting

Create spreadsheets from Acumatica ERP data. Cash flow statements, sales dashboards, budgets, allocation and accrual calculations, sales eliminations, project progress reports, and more are examples of what reports have been created by our customers.

Share Reports

Automatically email, export, or share multiple versions of reports with one click. Customize report distribution to include different tabs or specific parameters based on the recipient. Reports can be formatted as an Excel sheet, PDF, or as values. Depending on the privacy of the report, password protection is available.

GL & Budget Writebacks

Create and post GL entries within Excel. Content and amounts of GL entries can be dynamic and are based on Excel formulas.

Forecasting & Budgeting

Retrieve multiple budgets and forecasts and report in Excel. Adjust the number or apply your own budget model to write back the modified budget directly into Acumatica.

Data Consolidation

Consolidate reporting for multiple companies, tenants, public or private cloud, or on-premises installations of Acumatica. Velixo reports consolidate data into a single Excel spreadsheet while maintaining a full history.

 

About Velixo

Velixo is an award-winning provider of Excel-based reporting solutions for leading cloud ERP solutions like Acumatica ERP. With Velixo, you can build financial, project, and other business reports in Excel with accurate data to get the reporting answers you need.

 

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