Velixo

Velixo is a reporting, budgeting, and data automation software platform that connects Microsoft Excel directly with leading cloud ERP systems, including Acumatica and Sage Intacct. The platform enables organizations to use the flexibility and familiarity of Excel while working with secure, accurate, and real-time ERP data.

Velixo helps finance, operations, and project teams create reports, analyze data, build budgets, and automate workflows without leaving the Excel environment. Users can access financial, operational, and project data directly from their ERP, perform deeper analysis, and enter data back into their cloud ERP when needed.

The platform supports a wide range of business use cases, including financial reporting and analysis, consolidation, allocations, operational reporting, budgeting and planning, project accounting, forecasting, construction reporting, bulk data input, and data quality management. By reducing manual processes and simplifying data access, Velixo helps organizations improve efficiency and make better-informed decisions.

Designed around a tool that many business professionals already know, Velixo minimizes the learning curve associated with specialized reporting and planning software. Its direct ERP integration helps ensure that users can work with current data while maintaining the accuracy, security, and governance required for critical business processes.

Trusted by thousands of organizations, Velixo helps businesses streamline reporting, planning, analysis, and data management by bringing ERP data and Excel together in a single, familiar workspace. With a focus on usability, flexibility, and automation, the company enables teams to get more value from their existing ERP and Excel investments.