ZoneReporting

ZoneReporting

Zone & Company
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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.

About

Connect your data from NetSuite, Salesforce, and other pre-built data sources. Zone's advanced ETL processes bring all your data together with pre-built data models into a robust data warehouse solution. Analyze your data with Power BI’s advanced reporting and over 50+ pre-built Power BI reports and dashboards. Start with over 50 pre-built reports and dashboards designed by former CFO’s and COO’s. No matter what industry, department, or business challenge, we can help you deliver value on day 1 with ZoneReporting. Demand forecast, inventory stock and turns, product-level profitability, available to promise/sell, and more. SaaS metrics, churn prediction, sales, and support management, pre-built integration with Salesforce, and more. Utilization forecasting, Gantt charts, project and customer profitability, and more. Financial reporting, expense analysis, budget vs. actual, cash flow actionable insights, and more.

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

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

Audience

Enterprises interested in a solution to visualize all their ERP data in Power BI

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

Velixo
Founded: 2017
Canada
www.velixo.com

Company Information

Zone & Company
United States
www.zoneandco.com/zonereporting

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Categories

Categories

Integrations

Microsoft Excel
Acumatica Cloud ERP
Cegid HR
Google AdMob
Google Analytics
JAMIS Prime ERP
MYOB Acumatica
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
Microsoft Power BI
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Teams
NetSuite
Salesforce
ZoneApprovals
ZoneBilling
ZoneCapture
ZoneReconcile

Integrations

Microsoft Excel
Acumatica Cloud ERP
Cegid HR
Google AdMob
Google Analytics
JAMIS Prime ERP
MYOB Acumatica
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
Microsoft Power BI
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Teams
NetSuite
Salesforce
ZoneApprovals
ZoneBilling
ZoneCapture
ZoneReconcile
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