Excel-Based Reporting
Velixo is your value creation steward, for all your strategic reporting, planning, automation & analysis. Excel-based, fully integrated to your ERP and Microsoft 365.
Excel-Based, Self-Service Reporting for ERPs
Velixo Reports brings fast, self-service ERP reporting to Excel, letting finance and operations teams instantly access and analyze GL, budget, project, or other ERP data within the familiar Excel environment. Advanced functions and seamless integration make it easy to create, customize, and explore reports—all on your terms.
Velixo adapts to your workflow and simplifies data consolidation across multiple ERPs, empowering users to take control of their reporting and make smarter, faster decisions—right in Excel.
Deep Dive into ERP Insights
Analyze ERP data with ease using smart exploration directly in Excel. Velixo gives you intuitive tools to drill down and interact with your ERP information, putting important details at your fingertips for faster, more reliable insights.
Quickly investigate any data point, trace issues back to your ERP, or stay in Excel for further analysis. With seamless integration and convenient navigation, you can resolve questions and dig deeper with confidence—all within your preferred Excel environment.
Plan & Budget with Confidence
Easily manage budgeting and planning for every scenario—all within Excel. Velixo seamlessly connects your ERP data, letting you build, review, and refine budgets with up-to-date information and the full power of Excel’s features.
Streamline your project forecasting and repeatable budgeting processes, knowing your data is always current. With Velixo, creating detailed financial plans becomes fast, reliable, and flexible—empowering teams to make informed decisions with confidence.
Seamless Data Pushing
Push eliminates manual data entry by allowing you to upload large volumes of transactions to your ERP, all from within Excel. Batch process entries and automate routine input tasks, saving valuable time and reducing data entry errors.
With Velixo’s seamless Excel integration, you can generate push-ready forms, update data in bulk, and streamline import processes—all without leaving your spreadsheet. Take control of your data workflows and enjoy a faster, more reliable way to keep your ERP up to date.
Secure Collaboration & Control
Ensure robust governance and effortless collaboration with built-in security and centralized management. Velixo offers enterprise-grade authentication and peace of mind, keeping your assets protected, always current, and easily accessible—no matter where or how your team works.
With secure, unified access to vital data and files on any device, your team can confidently collaborate and share insights. Velixo’s constantly refined features and automatic updates ensure you’re always equipped with the latest, most secure tools for effective teamwork and control.
Any data using Generic Inquiry
Our comprehensive General Inquiry function will let you extract any transactional data from almost any entity or screen of your ERP in real-time, allowing you to create reports on any data instantly using standard Excel features.
Comprehensive Project functions
You don’t have to think about which tables or queries to use. Our pre-packaged Project functions are simple Excel-based functions that retrieve all your Project balances, budgets, committed amounts and quantities, as well as other information related to projects and tasks directly from your ERP.
Consolidate your sources
Multiple companies, chart of accounts, currencies, fiscal calendars, different tenants, data sources? Those are very common scenarios that Velixo is optimized for. We can consolidate it all in the same spreadsheet, including handling eliminations.
