Velixo – Reporting, Budgeting & Automation

When has Velixo been all my life? Gone are the days where I had to download all financials data, manipulate - create reports which needed to be repeated if I had to do any financials changes.
I have recommended this tool to all of my customers and they are very grateful for this! Also great support when needed from the Velixo team.

Pros: User friendly - It has is hands down one of the easiest tools to use. It's been created in a way that allows anyone with basic excel knowledge to pick it up and use it with little to no training.

Functionality/depth of scale - While it's easy it also allows the user to go pretty deep into the data inside of Acumatica. The GL equations (along with every other equation) walk you step by step through everything you need to enter. The GI and projects functionality are both intuitive and allow for easy access to that information which can then be pivoted off of, or any other excel based function that you may need.

Data refresh - Some similar tools take forever to refresh the data, Velixo takes seconds. The largest file that I've seen with Velixo in use was 30 tabs and that took 20 seconds at most to smart refresh.

Cache clearing - In an instance where you need or want to clear your cache, it's simple. Just push a button and you're ready for a full refresh when your data gets askew.

I love Velixo. It's user-friendly and incredibly quick. I actually trust Velixo reports and have peace of mind knowing I'm capturing everything since it's integrated with Acumatica. Velixo has been very helpful with the transition to Acumatica and the customer support from Velixo is excellent.

This reduced month end reporting and streamlined the customers business in a flash. Its super easy to setup and maintain. Every customer we implemented Velixo at loves the product as it resolves all their reporting issues. Love this product!

The Cornell Cooperative Extension system staff are new users to Acumatica and are using Velixo for all our Financial reporting needs. Our users are having a great experience with Velixo and the incredible versatility and ability to design reports for all our various needs. Gabriel is fantastic to work with and has responded with upgrades and solutions quickly to meet our required reporting. We are a large organization of separate and individual companies (60+) but have integrated and consolidated reporting needs. Velixo has made a huge difference to how fast and easy it is to get customized reports to meet our unique requirements. The interface and drilldown from Velixo with Acumatica produces results in seconds of changing report parameters and lookup within reports for details. The excel format makes it easy for all our users to become skilled at using Velixo. Thanks Gabriel!!!

This excel-based financial reporting solution is easy to use. You can be creating new reports in no time using the standard excel tools including adding graphs and charts.

I have been working with Velixo for almost a year now and I recommend it to all my new customers. The ability to create reports using this tool is awesome and so much more easier than using the Acumatica reporting tools. The new feature that allows you to download data from a generic inquiry makes the tool even more useful. I recently created a custom AP and AR aging using Velixo and it would have taken me days to do this in the Acumatica report writer.
I would not implement a site without it, period.

Velixo provides a critical tool missing from Acumatica. Velixo owns the Acumatica – Excel interface, providing a deep integration with Acumatica with easy to use features available in Excel to access a wide range of resources directly from Acumatica. It enables easy and flexible reporting tools in Excel, analytical capabilities by a broad range of team members (need to know Excel, don’t have to be expert Acumatica GI writers), and even provides advanced business automation capabilities.

Velixo is simple and easy to use for the majority of users, who often don’t even know it’s part of the Excel file. For the more advanced users, it provides an extensive range of functionality and business automation.

If you have Acumatica, you already need Velixo!

Our clients love this product! Of all of the financial reporting tools that we’ve trained people on over the past years, Velixo has the shortest learning curve – by far.
You’ll be building powerful reports in no time!

Velixo is an invaluable tool for our clients! It delivers everything it promises. We are so impressed with how easily we were able to set up multiple financial statements. I recommend this product to each Acumatica customer we take on. We have customers with extensive GL accounts/subaccounts, multiple companies and multiple branches. Velixo makes everything so easy and streamlined. It provides the reporting we need at the levels we need. The information is available within seconds. Velixo provides timely enhancements. The support team is extremely responsive. Highly recommend!