1. [Home](https://www.g2.com/) 2. ... 3. [Financial Analysis Software](https://www.g2.com/categories/financial-analysis) 4. [Velixo Discussions](https://www.g2.com/products/velixo/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_3e89b4b59349a97434a27b99e8f72fb7/velixo.png "Product Avatar Image") ![Reward for good Velixo reviews](https://images.g2crowd.com/uploads/report_medal_translation/image/35836/medal.svg "Reward for good Velixo reviews") ](/products/velixo/reviews) [ Velixo ](/products/velixo/reviews) (261)4.7/5 Velixo is Excel that knows what your ERP knows. Velixo is the real-time reporting, budgeting, and data automation layer that lives inside Excel and connects directly to your cloud ERP. No data warehouse. No nightly refresh. No BI consultant on retainer. The number in your cell is the number in your ERP. Finance teams spend roughly 60% of their time getting data out of systems. Velixo makes that 0%. Velixo connects bidirectionally to Acumatica, Sage Intacct, Microsoft Dynamics 365 Business Central, MYOB Acumatica, Cegid XRP Flex, and Haufe X360. You build reports, analyze financial and operational data, and push journals, budgets, and forecasts back to the ERP from the same workbook. Excel stays Excel. Your ERP stays your ERP. Velixo is the wire between them. What finance teams do with it Hampton Enterprises saves 24 to 32 hours per month across six project managers on the Cost-to-Complete report alone. Yardnique saves 2 to 3 hours every time they hit refresh, on 20+ years of existing Excel reports. Mid-States Companies cut estimate and proposal manhours in half. Cornell Cooperative Extension took their budgeting cycle from days to hours using bulk writeback. A family office reporting practice cut bi-annual client prep from two weeks to 5 to 6 days. Velixo Intelligence AI for finance, built by people who know finance. Ask why operating margin dropped in March and get the answer with the source rows highlighted in your sheet. Right-click a cell to troubleshoot a formula or analyze a variance. Use VX.ANALYSIS to drop refreshable, in-cell commentary next to the numbers it explains. Three orchestrated agents (Guide, Analyst, Report Builder) work behind the scenes. No checklist of agents to learn. No menu to navigate. You type the question. Velixo routes it. AI Credits are governed, opt-out is available for organizations with strict AI policies, and Velixo Intelligence is not available on free evaluations. Use cases - Financial reporting and analysis. - Consolidation across entities. - Allocations. - Operational and project reporting. - Budgeting and planning with live writeback. - Project accounting and forecasting. - Construction reporting (WIP, Cost-to-Complete, committed costs). - Bulk data input. - Fixing data quality issues at the source. Key capabilities: - Real-time reporting and budgeting against the live ERP - Purpose-built Accelerator functions for GL, AR, AP, projects, and inventory - Velixo Intelligence, an AI analyst that lives inside Excel (Private Preview) - Smart drilldown from any cell into the underlying ERP transactions - Live writeback of journals, budgets, and project forecasts - Bulk data push to any ERP entity - Pre-built report templates - SSO and synchronized ERP role-based security - Automated report distribution and scheduling - Report embedding - Microsoft 365 integrations Why teams pick Velixo: 3,400 customers across 25 countries. 150+ partners globally. 97% retention. #1 Momentum Leader on G2 Financial Analysis with 4.7/5 over 200+ reviews. Best-selling app on the Acumatica, Sage, and MYOB marketplaces. Three-time Acumatica ISV Partner of the Year. SOC 2 Type II. ISO 27001. Microsoft's key Excel technology partner. If you know Excel, you know Velixo. Show More * * * ### 78.0 Nps Score Already have Velixo? ### All Velixo Discussions Search Most CommentedMost HelpfulPinned by G2Newest All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Pinned by G2 Newest Filter by All Discussions Discussions with Comments Pinned by G2 Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • almost 3 years ago More Options - [ # What is Velixo used for? ](/discussions/what-is-velixo-used-for) What is Velixo used for? [ Financial Analysis Software ](https://www.g2.com/tags/financial-analysis-software) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Velixo+questions+and+get+answers+from+expert+users+in+our+Velixo+Discussions+section.&title=Velixo+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fvelixo%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Velixo+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fvelixo%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fvelixo%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Velixo+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fvelixo%2Fdiscuss%0aAsk+Velixo+questions+and+get+answers+from+expert+users+in+our+Velixo+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Velixo+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fvelixo%2Fdiscuss%0aAsk+Velixo+questions+and+get+answers+from+expert+users+in+our+Velixo+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Marie W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marie W.") MW Loading... [Marie W.](https://www.g2.com/users/58e051ca-9ac7-4649-b09f-75b107fc2186 "Marie W.") • over 5 years ago Independent Consultant, Acumatica ERP Specialist, from Implementation, Training to Support. Experienced Metrc application intergration. More Options - [ # Would love to have a cheat sheet with all of the formulas, is that posible? ](/discussions/34278-would-love-to-have-a-cheat-sheet-with-all-of-the-formulas-is-that-posible) There are a lot of shortcuts that can be used, would be helpful to have a cheat sheet that covers all of those. 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Answer a few questions to help the Velixo community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/authorize?form=signup&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fvelixo%2Fdiscuss%3Fsmall_ask%3Dvelixo) No ## Top Contributors in Velixo 1 ![Gabriel M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gabriel M.") GM Loading... ### [Gabriel M.](https://www.g2.com/users/04e844d0-f6d6-4daf-82fb-0b8ce4944fd4 "Gabriel M.") Founder & CEO 1 pt