Velixo Features

Import trial balance, monthly P&L, balance sheets, and other types of financial data This feature was mentioned in 42 Velixo reviews.

As reported in 41 Velixo reviews. Define budget structure elements and how they are linked hierarchically

As reported in 41 Velixo reviews. Keeps track of all versions of a budget and allows users to compare versions

Based on 41 Velixo reviews. Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues

As reported in 41 Velixo reviews. Test the potential financial impact of business decisions on revenues and expenses

Users can customize standard budget periods (3, 9, or 12 months) 41 reviewers of Velixo have provided feedback on this feature.

Consolidate multiple budgets from different departments or business entities 40 reviewers of Velixo have provided feedback on this feature.

As reported in 40 Velixo reviews. Users with administrative access rights can modify budgets

Workflows are used to define the steps required to alter budgets and who needs to approve changes 40 reviewers of Velixo have provided feedback on this feature.

Based on 40 Velixo reviews. Forecasting is based on past transactions and historical financial or operational data

Ability to recreate forecasts to include new information that may impact budgets This feature was mentioned in 40 Velixo reviews.

Support multiple types of forecasts such as balance sheet and cash flow forecasts This feature was mentioned in 39 Velixo reviews.

Used to review and update budgeting assumptions for a predefined period (usually one year) This feature was mentioned in 40 Velixo reviews.

Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns 36 reviewers of Velixo have provided feedback on this feature.

Based on 37 Velixo reviews. Project out as the year progresses to accommodate trends that affect key business drivers.

Based on 37 Velixo reviews. compare Income Statement, Balance Sheet, and Cash Flow for multiple periods

Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data This feature was mentioned in 36 Velixo reviews.

As reported in 136 Velixo reviews. Financial information can be imported from multiple sources such as spreadsheets, text files, or databases

Data from multiple systems can be centralized into a single repository This feature was mentioned in 133 Velixo reviews.

As reported in 132 Velixo reviews. Financial data can be validated to avoid duplicates and errors

As reported in 128 Velixo reviews. Administrators can define and manage the reporting structure and access rights to each report

Templates that can be used to create new reports without starting from scratch This feature was mentioned in 126 Velixo reviews.

As reported in 125 Velixo reviews. Provide multiple types of reports such as point-in-time or snapshot reports, year over year, or time to date

Based on 125 Velixo reviews. Include most common financial KPIs such as gross and net profit margin, or working capital

Based on 123 Velixo reviews. Standard financial reports are provided out of the box

Ability to analyze financial statements such as income statement and balance sheet 125 reviewers of Velixo have provided feedback on this feature.

Users can drill down to the detail level of each transaction or financial entry 126 reviewers of Velixo have provided feedback on this feature.

Dashboards can be customized to display different types of data from various sources This feature was mentioned in 124 Velixo reviews.

As reported in 121 Velixo reviews. Users can modify standard financial KPIs and metrics

As reported in 130 Velixo reviews. Allow users to edit reports and to combine multiple reports

A dedicated portal for external users with limited access to the system This feature was mentioned in 127 Velixo reviews.

Monitors the financial performance of multiple entities This feature was mentioned in 95 Velixo reviews.

Engages in human-like conversation for task delegation 13 reviewers of Velixo have provided feedback on this feature.

Makes informed choices based on available data and objectives 12 reviewers of Velixo have provided feedback on this feature.

Works across multiple software systems or databases This feature was mentioned in 31 Velixo reviews.

Makes informed choices based on available data and objectives 29 reviewers of Velixo have provided feedback on this feature.