Velixo Reviews & Product Details

Velixo Intelligence (VI) has been an absolute game changer. It takes a product that was already in the "This is really good" territory to GOAT status. Unlike big-name AI software, VI has access to underlying ERP data in addition to the workbook data, so the analysis agent is unrivaled in its ability to accurately provide crucial insights that would otherwise be missed. The troubleshooting agent easily beats OpenAI and Anthropic. Formulas that took me a while to troubleshoot even with those AI models now take only a couple of seconds to fix with VI. The lead Velixo has on their ERP-to-Excel competitors just significantly increased. Review collected by and hosted on G2.com.

I still use Microsoft CoPilot for the creating aspect of report and formula building. Hard to beat the creator of Excel when it comes to building efficient formulas and reports, although VI has been very quickly closing that gap in the time I've been using Velixo, and I suspect may overtake CoPilot in that area too before long. Review collected by and hosted on G2.com.

've been using Velixo for our financial reporting and it's honestly changed the way our finance team works. The integration with Sage is seamless — data flows directly into Excel without the manual exports and copy-pasting we used to deal with, which saves us hours every month.

What I love most is the flexibility to construct my own reports exactly the way I want them. Instead of being boxed into rigid, pre-built templates, I can design reports that actually match how our business thinks about its numbers — pulling in the right accounts, dimensions, and periods without fighting the software to get there.

If you're on Sage and tired of clunky, inflexible reporting tools, Velixo is worth a serious look. Review collected by and hosted on G2.com.

My main wish is that it were a bit more user-friendly out of the box. The formulas can take some time to get comfortable with, and I'd love to see a wider library of ready-made templates to start from rather than building everything from scratch. A gentler learning curve would make it much easier to onboard new team members.

Still, once you get past the initial learning curve, the payoff in flexibility and time saved is well worth it. If you're on Sage and want reporting that can actually be shaped to your needs, Velixo is worth a serious look — just budget some time to learn the formula syntax. Review collected by and hosted on G2.com.

The fact that is is fully integrated with Acumatica and shows live values. This is the only place that I go to analyze my financials, it is so easy to teach others. Everytime I have shown this product to a controller or CFO , I immidiatly get "I want it" Review collected by and hosted on G2.com.

the fact that this product was not around 20 years ago when I used to download my trial balance by hand. Review collected by and hosted on G2.com.

The most helpful feature of Velixo, so far, has been the ability for me to pull data from Sage Intacct specifically using the dimensions feature. In our industry, it is critical to be able to split our financial data by very specific departments. A task that is doable but cumbersome in Sage Intacct is now simple and easy for our team. Additionally, the ability to query specific items (like GL detail, AP bills, etc.) has enabled us to streamline so many processes. Review collected by and hosted on G2.com.

I have not yet found a downside about Velixo. There are features and templates that we haven't touched yet, but we look forward to doing so. Review collected by and hosted on G2.com.

I like that Velixo makes it easy to replicate reports we were used to using and utilize Excel functions and formatting. Once you get past the learning curve, Velixo makes it easy to pull data from Acumatica using Generic Inquiries. I find it incredibly handy that the data is in Excel for easy adjustments and formatting. I can't stress enough how well Velixo integrates with Excel. I've created macros that run on top of Velixo to generate batch reports with a click of a button. Velixo's initial setup was pretty painless with their team's help, and we quickly replicated our current reports. Review collected by and hosted on G2.com.

There is a bit of a learning curve. Velixo has good documentation and templates to help but it can take some getting used to. Like any other Excel function, the syntax is very specific. You also need to know where to find the data you are looking for. The best way to figure it out is to just play around with it and try to do individual and specific things. Once you have that down, then you can start adding complexity and generating full reports. As you improve, you can optimize GI's in Acumatica and boost performance in Velixo. Review collected by and hosted on G2.com.

Velixo makes pulling live financial data from Acumatica into Excel seamless. No more manual exports or reformatting. Building and refreshing multi-entity reports (trial balance, P&L) is much faster, and formulas update automatically when the ERP data changes, saving hours each reporting cycle. Review collected by and hosted on G2.com.

There's a bit of a learning curve with Velixo's formula syntax and the drop-down menus when you're building reports for the first time, it takes some time to get comfortable navigating the options and remembering the correct formula structure. Once you're past that initial phase it gets much easier, but a more intuitive menu layout or better in-app guidance for new users would help speed up onboarding. Review collected by and hosted on G2.com.

I like that Velixo makes it very easy to review data in real time and the accuracy is spot on, so I don't have to worry about something not balancing or things looking unusual. The formatting stays the same, which is a great asset to my finance team. Once the template is set up, it's just a matter of opening the Excel file and refreshing the data, and any changes made in our ERP system automatically flow through. This process saves a considerable amount of time, and it's very efficient. I appreciate how Velixo has improved the skill set in my department and how it integrates with our existing ERP system. The setup was very easy, and the tutorials were simple to use, making the transition smooth. We are always discovering new ways to use Velixo to help us in our day-to-day work. Review collected by and hosted on G2.com.

Nothing! It has met every challenge I have thrown at it. Review collected by and hosted on G2.com.

I like the bi-directional data entry/ data flow of Velixo. It's very convenient for ensuring the General Ledger is accurate with our reporting. Review collected by and hosted on G2.com.

It has been a little "buggy" for me, I have had issues at times with the Velixo ribbon showing up in my excel add-ins and have had to re-install. We've had multiple users that were unable to use Velixo until they upgraded to Microsoft Pro License so there's a dependency and additional cost. Review collected by and hosted on G2.com.

I like that it integrates with our finance ERP system. This makes month-end much easier. Review collected by and hosted on G2.com.

I don’t like it when journal entries fail and the system doesn’t specify the exact line or issue. The previous version would tell us exactly what we needed to fix, which made troubleshooting much easier. Review collected by and hosted on G2.com.

Velixo connects directly to Acumatica so that we can get real time information. It uses Excel and the Velixo functions are similar to Excel functions. Velixo has write back capability for many things such as journal entries or budget entries. The possibilities are endless. Review collected by and hosted on G2.com.

It has a drill down feature which is nice. However, I find the drill down information could be organized better. Also if the drill down gave you a subtotal instead of a sum, it would be quicker to filter and get updated totals. Review collected by and hosted on G2.com.