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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

Replace hard-coded spreadsheets with automated data feeds from your portfolio companies. Use anti-fraud algorithms to identify red flags. Instantly use public and private comps for DCF analysis. Build up-to-date cash flow forecasts in minutes. Get a standardized financial report every month. Automatically update data in your spreadsheets. Identify issues and ask the right questions early. If you’re an investor and you don’t have a financial fraud in your portfolio, it’s probably because you haven’t found it yet. Automate your data collection process to get accurate, real-time data on your portfolio companies. Granular real-time financial data on all your current, and future investments. Forget hard-coded Excel spreadsheets and reminder emails to your portfolio companies. Streamline your data collection process with live data sent directly into your own models and spreadsheets, updated every day.

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

Investors and companies requiring an automated solution to manage financial due diligence and reporting

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

gini
United States
www.gini.co

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Categories

Categories

Integrations

Acumatica Cloud ERP
Cegid HR
JAMIS Prime ERP
MYOB Acumatica
Microsoft 365
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Teams
Microsoft Word
QuickBooks Online
Sage Intacct

Integrations

Acumatica Cloud ERP
Cegid HR
JAMIS Prime ERP
MYOB Acumatica
Microsoft 365
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Teams
Microsoft Word
QuickBooks Online
Sage Intacct
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Claim Velixo and update features and information
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