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About

Edstruments is a budget and finance platform that makes financial and HR information visual, timely, and actionable for leaders of all backgrounds. Designed for K–12 education, higher education, nonprofits, governments, accounting firms, and other mission-driven organizations, it replaces cumbersome spreadsheets, static reports, emailed files, and disconnected staffing documents with intuitive cloud tools. Real-Time Budget Management uses dynamic charts, plain-English search and filtering, flexible permissions, and ERP synchronization to help leaders track revenue and expenses, update forecasts, manage funds and restrictions, hold budget through encumbrances and purchase orders, and align spending with organizational goals. Collaborative Budget Planning lets stakeholders provide targeted input, incorporate prior-year history, compare multiple scenarios, aggregate budgets across cost centers, and drill into individual plans without version-control issues.

About

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Public school district finance directors who need to collaboratively plan budgets, model staffing costs, and control purchasing with current financial data

Audience

Finance and operational professionals wanting a solution to optimize their reporting, budgeting, and automation operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Edstruments
Founded: 2019
United States
www.edstruments.com

Company Information

Velixo
Founded: 2017
Canada
www.velixo.com

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Categories

Categories

Integrations

AccuFund
Acumatica Cloud ERP
Ascender
Blackbaud Financial Edge NXT
Cegid HR
JAMIS Prime ERP
LINQ
MYOB Acumatica
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Teams
Microsoft Word
Multiview ERP
NetSuite
QuickBooks Online
Sage 100
Sage Intacct

Integrations

AccuFund
Acumatica Cloud ERP
Ascender
Blackbaud Financial Edge NXT
Cegid HR
JAMIS Prime ERP
LINQ
MYOB Acumatica
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Teams
Microsoft Word
Multiview ERP
NetSuite
QuickBooks Online
Sage 100
Sage Intacct
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