Audience

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

About Velixo

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.

Integrations

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Company Information

Velixo
Founded: 2017
Canada
www.velixo.com

Videos and Screen Captures

Velixo Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Videos
Support
Phone Support
24/7 Live Support
Online

Velixo Frequently Asked Questions

Q: What kinds of users and organization types does Velixo work with?
Q: What languages does Velixo support in their product?
Q: What kind of support options does Velixo offer?
Q: What other applications or services does Velixo integrate with?
Q: What type of training does Velixo provide?

Velixo Product Features

Budgeting

Forecasting
Project Budgeting
Run Rate Tracking
Balance Sheet
Consolidation / Roll-Up
Multi-Department / Project
Capital Asset Planning
Multi-Company
Profit / Loss Statement
Income Statements
Cash Management
"What If" Scenarios
Version Control
General Ledger
Asset Planning

Dashboard

Visual Analytics
Private Dashboards
Functions / Calculations
Data Source Integrations
Themes
Scorecards
OLAP
Widgets
KPIs
Public Dashboards
Annotations
Interactive

Data Analysis

Data Visualization
Text Analytics
Regression Analysis
Data Discovery
Sentiment Analysis
High Volume Processing
Statistical Modeling
Predictive Analytics

Data Visualization

Simulation Models
Dashboard Creation
Visual Discovery
Relational Display
Analytics
OLAP
Filtered Views
Content Management

Financial Reporting

Audit Trail
Balance Sheet
Consolidation / Roll-Up
Forecasting
Multi-Department / Project
Multi-Company
Profit / Loss Statement
Income Statements
Cash Management
"What If" Scenarios
General Ledger

Reporting

Drag & Drop
Sales Reports
Data Source Connectors
OLAP
Drill Down
Marketing Reports
Financial Reports
Scheduled / Automated Reports
Report Export
Forecasting
Customizable Dashboard
Email Reports

Spreadsheet

Templates
Audit Trail
Analytics
Multi-User Collaboration
Charting
Calculators