Excel-Based Reporting for Acumatica
Velixo Reports is an Excel-based reporting tool designed by Acumatica experts just for Acumatica. Velixo Reports gives Excel a new toolbar with over 60 capabilities tailored to General Ledger, Project Data, and Generic Inquiries.
With features like Smart Drilldown, Smart Refresh, Writeback, Consolidations, and Advanced Security, Velixo is the best reporting solution for Acumatica. It provides a tight integration and utilizes the unique capabilities of Acumatica’s Cloud ERP.
It’s straightforward yet effective implementation benefits a whole workforce, allowing companies to make better decisions. Users can do it if they know Excel!
Zero Learning curve
If you know how to use Excel, you'll be able to use Velixo Reports easily. It's as powerful as Acumatica Analytical Reports and as easy Excel.
Lightning Fast Display
Data is always loaded and refreshed in a matter of seconds.
Unlimited Excel Users
With Velixo, you can grant anyone access at no extra charge. Give your entire team access to up-to-date information.
Easily Connect Excel to Your Acumatica Data
Connect to Acumatica with your login credentials and begin creating Excel files that feature Acumatica data instantly. Velixo Reports adds a ribbon to Excel and over 50 new capabilities for working with general ledger, project data, and generic queries.
- Designed specifically for Excel users
- Installs in seconds
- Connect with Acumatica login credentials and begin creating spreadsheets that incorporate Acumatica data right now.
View Live Results While Building Reports
Changes to formulas and cells are immediately reflected in your spreadsheet. Update the cell to show the P&L of a different branch or to run it for a different financial period. Simply duplicate the column to the right to track project travel expenses over time, and all formulas will follow. In a nutshell, everything you know and love about Excel functions the same way it always has.
- Smart Refresh allows data to be loaded and updated in a couple of seconds.
- Users don't need to do any exports or manual inputs since they are always working with the most up-to-date data.
- Changes to formulae and cells are immediately reflected in spreadsheets.
Build Any Type of Report
Velixo Reports can enhance any spreadsheet that uses Acumatica ERP data. Customers have used Velixo Reports to construct cash flow statements, sales dashboards, budgeting, allocation and accrual calculations, intercompany sales eliminations, and project progress reports, to name a few. Any spreadsheet may easily add charts, illustrations, and key performance indicators (KPIs).
- Tabs, conditional formatting, charts, and data grouping are just a few of the powerful formatting and data visualization features available.
- In one report, combine GL, PM, general enquiries, and data from other sources and spreadsheets.
Consolidate Data From
Multiple Sources
Velixo Reports can consolidate your data in a single Excel file while keeping full history for many organizations, tenants, public cloud, private cloud, or on-premise Acumatica installations. Velixo Reports can connect to it if you can access it through your web browser.
Velixo Reports Resources
Customer Testimonial - VPI Technology
Velixo Reports Live Results Demo
