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Velixo for Sage Intacct Nonprofits

August 19 @ 10:00 am - 11:00 am
Velixo for Sage Intacct Nonprofits

Join us for a live session where we’ll unveil Velixo for Sage Intacct Nonprofit — a purpose-built solution that empowers nonprofit finance teams to simplify compliance, automate reporting, and manage complex funding workflows, all within Excel.

Led by Jim Norton, CPA, Senior Product Manager at Velixo and former nonprofit CFO, this webinar will walk you through how Velixo transforms nonprofit reporting by combining the power of Sage Intacct, the flexibility of Excel, and templates designed specifically for mission-driven organizations.

You’ll learn how to:

  • Track and release donor-restricted net assets
  • Automate GAAP and IRS-compliant financials
  • Build board-ready reports and grant packages
  • Allocate by actuals or budgets across time and dimensions
  • Eliminate hours of manual work — without leaving Excel
Whether you’re a controller, CFO, or program lead, this session is designed to help you gain more clarity, speed, and confidence in your financial operations.

 

Congratulations! You’re registered to join us.

Acumatica Lunch and Learn Irvine, CA
We’re so excited to show you the power of Acumatica!

Should you have any immediate questions or needs, please feel free to reach out to your event host: ktucker@dsdinc.com