Excel Reporting & Budgeting for Acumatica
Transform your Acumatica data into powerful, real-time Excel reports and budgets. Built from the ground up for Acumatica by ERP experts, Velixo gives you the most seamless experience for reporting, budgeting, and automating data workflows.
Schedule a Demo →Achieve Significant Outcomes
Save a tremendous amount of time and effort, and reach business outcomes faster with Velixo for Acumatica.
Increase in Reporting Speed
"We have cut our financial report generation process down to minutes and not hours."
Reduction in Month-End Close
"Velixo has drastically reduced the amount of time it takes for my month-end financial statement preparation."
Efficiency Through Automation
"The ability to write my forecasts back in bulk reduces our budgeting process from days to hours."
Unmatched Self-Service Experience
Real-Time Reporting
Live, full self-service reporting with ERP-tailored, Excel-like functions. Smart Refresh keeps your data current automatically.
Deep Data Analysis
Drill down to transaction details, get AI-powered insights with Copilot, and jump directly back to Acumatica.
Budget & Plan with Confidence
Create budgeting and forecasting scenarios with no limitations, using templates and writeback features.
Push Data Back to Acumatica
Save days by automating data push from Excel directly to Acumatica using optimized input forms.
Govern & Collaborate Securely
ERP authentication, automatic updates, and cloud centralization give you peace of mind and scalability.
Distribute & Automate
Package your work, embed or distribute using email features and native Microsoft 365 integrations.
Get a Head Start with Templates
Accelerate your time-to-value with productized Velixo Templates built specifically for Acumatica.
Financial Reporting
- Profit & Loss
- Balance Sheet
- Trial Balance
- Cash Flow Statements
Budgeting & Planning
- Strategic Planning
- Cash Flow Planning
- Scenario Analysis
- Expense & Revenue Planning
Operational Analysis
- AR/AP Aging
- Sales & Purchases
- Inventory Reporting
- Project Forecasting
Financial Consolidation
- Multi-company Statements
- Currency Translation
- Inter-company Control
Construction Templates
- Cost to Complete
- WIP Reporting
- Project Cash Flow
- Pay When Paid
Financial Close Management
- Account Reconciliations
- Bank Reconciliations
- Intercompany Management
The Velixo Difference
We're laser-focused on user experiences that accelerate your business outcomes. Zero friction!
Self-Service with Full Governance
- Let your users own their work and take back their time
- No silos of data with live connections and centralization
- SSO and per-user data security synchronized from Acumatica
- Fully interactive—real-time reporting with data exploration
Have It Your Way
- Available on any Excel, Windows or Mac, Desktop or Cloud
- Pixel-perfect, version-controlled statements
- Stay in Excel for further analysis and budgeting
- Share or distribute using automated features
Zero Learning Curve
- If you know Excel, you know Velixo!
- Up to speed in no-time, limited training needed
- Simple Excel-like functions for reporting
- No programming language to learn
Peace of Mind
- Built from the ground up for Acumatica
- Backed by a large community of partners and customers
- Constantly refined with automatic updates
- Get started with pre-built templates
What Acumatica Users Say
"Velixo is my FAVORITE addition to Acumatica. The previous frustrations of 'I know how to do that in Excel why can't I do it in Acumatica' are gone. I love it. 5 stars!"
"This is the heart of all financial reporting and project management cost reporting for our Operations team. Velixo is what makes Acumatica WORK for us."
"Velixo Excel-based reporting tool is AMAZING! Reports that used to take me days to write and program now take just a few hours."
"Everyone with Acumatica should have this tool. The ability to make mass entry into Acumatica seamless through generic writeback is incredible."
Ready to Supercharge Your Acumatica Reporting?
Schedule a personalized demo with ICS to see how Velixo can transform your reporting, budgeting, and data workflows.
Schedule Your Demo →