Velixo Reviews & Product Details

Velixo is a modern reporting, budgeting and data automation software that seamlessly integrates with your cloud ERP from Excel, in real-time. Are you looking for a way to enhance your reporting and budgeting capabilities with your ERP? Do you want to leverage the power and flexibility of Excel without sacrificing the accuracy and security of your data? Velixo connects directly to Acumatica, Sage Intacct, MYOB Acumatica, Cegid XRP Flex, Haufe X360, bidirectionally, and provides you with a range of optimized features to create reports, analyze and interact with your financials, operational or project data in real-time, all within the Excel you love and already know. It can also push any data to your Cloud ERP, making it a real game changer for budgeting and automating data entry for data quality purposes or key business use cases. With research indicating that 80% of users revert to Excel for further analysis after exploring alternatives, Velixo offers a compelling solution starting directly from Excel. Use cases include: financial reporting & analysis, consolidation, allocation, operational reporting, budgeting and planning, project accounting, project forecasting, construction reporting, bulk data input, and fixing data quality issues. Velixo helps thousands of organizations of any size, and boasts an impressive perfect satisfaction score among the community. If you know how to Excel, you know how to Velixo! Ready to see how our multi-award winning software can maximize the value derived from your ERP investment, boost your productivity and accelerate business outcomes? Key features: • Real-time reporting & budgeting • Purpose-built Accelerator functions • Smart drilldown to explore data in Excel and in your ERP • Live writeback of Journals, Budgets, and Project forecasts • Data push for any data, in any ERP entity • Pre-built Templates • SSO and synchronized ERP security • Automated report distribution • Report embedding • Microsoft 365 integrations

Product Website

Seller

Velixo

Discussions

Velixo Community

Languages Supported

German, English, French

Overview by

Gabriel Michaud (Creator of Velixo Reports, an Excel-based reporting tool for Acumatica, MYOB Advanced and CEGID XRP Flex)

Value at a Glance

Averages based on real user reviews.

Time to Implement

1 month

View More Pricing Information

Velixo Integrations

(7)

Verified by Velixo

Velixo Media

Powered by Velixo Smart Refresh, we give you a real-time, full self-service reporting experience with specially designed Excel-like Accelerator functions, all in the comfort of Excel. It will allow you to create pixel-perfect reports, consolidate multiple sources and combine with any type of form...

Deeply integrated exploration features that let you analyze transaction details in Excel and jump back to the originating documents in your ERP*, for a fully connected and interactive experience. * Supported for: Acumatica, MYOB Advanced, Sage Intacct, Cegid, Haufe 360.

Create your budgeting & forecasting scenarios with confidence by using Velixo auto-generated Writeback forms or by creating your custom Budgeting/Forecasting sheets the way you want using our Writeback functions.

Save days and remove manual data entry by automating manual data inputs and replacing by connected Velixo Data push sheets, from Excel directly to your ERP.

Velixo Demo - Velixo Govern, Collaborate, Distribute

Automatic updates, no maintenance, ERP authentication and security coupled with cloud centralization give you peace of mind that you can grow with confidence. Package your work, embed or distribute it using our email distribution features and native Microsoft 365 integrations. Velixo is highly ...

Leverage dozens of pre-built report templates: Financials, Budgeting, Construction, Project, Not-For-Profit, and many modules.

Velixo’s Refresh. ✅ Pull the latest ERP data instantly ✅ Keep reports live and audit-ready ✅ Eliminate manual updates and version chaos

Velixo's Drilldown. ✅ Instantly see the transactions behind any number ✅ Skip the exports, filters, and ERP back-and-forth ✅ Speed up reconciliations and boost confidence in your data

Velixo's Writeback ✅ Send GL entries, budgets, and project forecasts back to your ERP ✅ Maintain full control with built-in validation ✅ Eliminate import headaches and double-entry risk

Velixo’s Distribution. ✅ Send reports to hundreds of recipients in one click ✅ Customize content for each audience automatically ✅ Eliminate repetitive exporting and emailing

Official Downloads

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Bring Your Acumatica & Excel Worlds Together

Bring Your Sage Intacct & Excel Worlds Together

Velixo Reviews (201)

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Lesia L.

Accountant

Mid-Market (51-1000 emp.)

12/18/2025

"Great Formulas and Reports, But Access Could Be Simpler"

3.5/5

What do you like best about Velixo?

Real-time data pulled directly from the ERP into Excel

Significant time savings and fewer manual errors

Flexibility to customize reports using Excel

Reliable for AP, Opex, and month-end reporting Review collected by and hosted on G2.com.

What do you dislike about Velixo?

There is a learning curve at the beginning

Some report setups can be complex and time-consuming

Performance can slow down with very large datasets

Troubleshooting requires a good understanding of both Excel and the ERP Review collected by and hosted on G2.com.

What problems is Velixo solving and how is that benefiting you?

I can create accurate, real-time financial and AP reports without manual exports.

It reduces errors from copy-pasting and reconciliations.

Reports are faster to prepare, especially for Opex, AP aging, and management reporting.

I can use Excel formulas and layouts while staying connected to live ERP data.

It saves time during month-end close and improves confidence in the numbers. Review collected by and hosted on G2.com.

Response from Gabriel Michaud of Velixo

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Thank you for taking the time to share such a thoughtful and balanced review — I truly appreciate it. I personally read every review and regularly discuss this feedback with my team, as it plays an important role in how we continue to evolve Velixo.

I’m glad to hear that Velixo is delivering real-time ERP data directly into Excel, saving you significant time, reducing manual errors, and supporting reliable reporting. Enabling finance teams to stay in Excel while working with live, accurate data has always been at the core of what we do.

I also appreciate your candid feedback on the learning curve, report complexity, and performance with very large datasets. These are areas we actively focus on improving. To make getting started and troubleshooting easier, we’ve been investing heavily in enablement and usability, including Velixo Academy, expanded documentation, and a growing report template repository to reduce setup time and complexity. We’re also continuously working on performance optimizations and tooling to better support large and complex reporting scenarios. To that extent, if you have any outstanding performance issue we would be happy to review this with you - just drop me an e-mail, gabriel at velixo.com.

Thank you again for your detailed feedback and for trusting Velixo in your reporting processes. It’s feedback like this that helps us keep making the product better.

Warm regards,

Gabriel Michaud

CEO, Velixo

John J.

CFO

Small-Business (50 or fewer emp.)

10/31/2024

"Effortlessly Streamlines Reporting with Excel"

5/5

What do you like best about Velixo?

I find Velixo very flexible and yet easy to use and familiar. It's built on the flexibility of Excel, which is great because I'm already very comfortable in building what I or my users want to see within the framework of Excel. Velixo gives me a combination of those abilities and access to my data. The setup of Velixo was silly simple! Review collected by and hosted on G2.com.

What do you dislike about Velixo?

The biggest area for improvement would be some way to better understand how fields are related and mapped and how to access such. It's not always simple to search for a specific field because sometimes there are other pieces of information that need to be known or filtered on. Having a roadmap to these things would be very useful. Review collected by and hosted on G2.com.

Response from Gabriel Michaud of Velixo

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Thank you for taking the time to share such a detailed review — I really appreciate it. I personally read every review and regularly discuss this feedback with my team, as it helps guide where we invest next.

I’m glad to hear that Velixo’s Excel-based approach feels familiar, flexible, and easy to use, and that setup was straightforward. Helping teams consolidate data across companies and update actuals and budget comparisons efficiently is exactly the kind of value we aim to deliver.

Your feedback around understanding how fields are related, mapped, and filtered is especially important — and it’s an area where we’ve been making meaningful progress. I’m happy to share that we now have a visual query builder available for Sage Intacct users (and coming soon for Acumatica and Business Central users), which makes it much easier to explore available fields, understand relationships, and build queries without needing to know all the underlying details upfront. The goal is exactly what you described: providing a clearer “roadmap” to the data, making field discovery simpler, and reducing the friction involved in building and maintaining reports.

Thank you again for your thoughtful feedback and for choosing Velixo. We’re excited about what’s coming next and appreciate you being part of that journey.

Warm regards,

Gabriel Michaud

CEO, Velixo

Gina M.

Senior Accountant

Mid-Market (51-1000 emp.)

12/18/2025

"Real-Time Financial Insights, Needs Better Multi-Spreadsheet Support"

5/5

What do you like best about Velixo?

I appreciate Velixo's ability to run a report and provide a snapshot of the financials in real time within Excel. It helps me get values quickly, unlike having to run a report in Sage Intacct and then adding it to an Excel spreadsheet. I also find Velixo very easy to set up, though finding videos and instructions took some time. The feature where I can simply refresh a spreadsheet at any given moment to check on the financials during the close process is very valuable. Review collected by and hosted on G2.com.

What do you dislike about Velixo?

I have tried to refresh multiple spreadsheets at once, and it seems to cause errors, so I have to refresh spreadsheets one at a time to avoid that problem. It took more time trying to find videos and instructions on how to use Velixo. Review collected by and hosted on G2.com.

Response from Gabriel Michaud of Velixo

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Thank you for taking the time to share such detailed feedback — I really appreciate it. I personally read every review and regularly discuss them with my team, as this kind of insight is extremely valuable to us.

I’m glad to hear that Velixo is helping you get real-time financial snapshots directly in Excel and saving time during the close process. That ability to refresh and instantly see updated numbers is exactly the kind of efficiency we aim to deliver.

Regarding your comment about refreshing multiple spreadsheets at once, I wanted to clarify that this should work just fine, so it sounds like there may be something specific in your setup or environment causing those errors. I’d really like to help troubleshoot this with you and make sure you’re able to refresh multiple spreadsheets smoothly.

Please feel free to reach out to me directly at gmichaud@velixo.com, and I’d be happy to look into this with you.

I also appreciate your feedback about finding videos and instructions. We’ve been investing heavily in improving this area with Velixo Academy, expanded documentation, and a growing library of examples to make learning Velixo faster and easier.

Thank you again for your thoughtful review and for using Velixo.

Warm regards,

Gabriel Michaud

CEO, Velixo

Jason Y.

Bookkeeper

Small-Business (50 or fewer emp.)

2/5/2025

"Fairly intuitive"

4.5/5

What do you like best about Velixo?

I like that im able to work the data much easier than I can in Acumatica Review collected by and hosted on G2.com.

What do you dislike about Velixo?

Slight learning curve. Setting up your initial files will take some time. Review collected by and hosted on G2.com.

Response from Gabriel Michaud of Velixo

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Thank you for sharing your feedback — I really appreciate you taking the time to write this review. I personally read every review and regularly discuss them with my team, as this kind of input helps us continue to improve Velixo.

I’m glad to hear that Velixo is making it easier for you to work with your data compared to Acumatica. Enabling teams to work more efficiently in Excel while accessing ERP data is exactly what we aim to deliver.

I also appreciate your note about the slight learning curve and the time required to set up initial files. To help with this, we’ve invested heavily in Velixo Academy, which offers guided training and practical examples, as well as a growing library of report templates that can significantly speed up initial setup and help users get productive faster.

Thank you again for your feedback and for getting started with Velixo!

Gabriel Michaud

Founder & CEO

Velixo

Matthew J.

12/18/2025

"Seamless Financial Reporting, Minor Setup Hiccups"

4.5/5

What do you like best about Velixo?

I like that Velixo is seamless and the Excel formula structure makes it an intuitive tool to use. The learning curve is easy to climb, and it only took me 90 minutes to get functional with the platform. I'm able to yield time savings almost immediately, and I appreciate how it reduces lead time in our financial reporting because the links automatically update our financials throughout the close. Review collected by and hosted on G2.com.

What do you dislike about Velixo?

I don't like the "File Name" reference in the formula. This is essentially a hard code in the formula. This needs to go. That was hard. Wish I would have known Acumatica has a link that will provide a blank and linked spreadsheet. Review collected by and hosted on G2.com.

Response from Gabriel Michaud of Velixo

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Thank you for taking the time to share such detailed feedback — I really appreciate it. I personally read every review and regularly discuss them with my team, as this kind of input is extremely valuable to us.

I’m glad to hear that Velixo’s seamless Excel-based formula structure helped you get productive so quickly and that you’re seeing immediate time savings and faster financial reporting during close. That’s exactly the type of impact we aim to deliver.

I do want to better understand your comment regarding the “File Name” reference in the formula. Are you referencing the ConnectionName argument? If that's what your question was about, please know that this is designed to allow you to connect to multiple Acumatica tenants, or event multiple ERPs if you do consolidation across multiple companies. If you’re open to it, please feel free to reach out to me directly at gabriel@velixo.com. I’d be happy to discuss this in more detail and make sure we fully understand your experience.

Thank you again for your thoughtful review and for using Velixo.

Warm regards,

Gabriel Michaud

CEO, Velixo

Louis M.

CFO

Mid-Market (51-1000 emp.)

12/18/2025

"Flexible Excel-Based Reporting That Empowers Customization"

4/5

What do you like best about Velixo?

That is excel based and offers more flexibility in report creation than the accounting system we are currently using. This process was easy to implement. The individuals I have dealt with have all been professional and courteous. You cannot beat a free trial of the product before committing to it. Review collected by and hosted on G2.com.

What do you dislike about Velixo?

There is a bit of a learning curve when it comes to creating queries for generating reports and customizing data. Review collected by and hosted on G2.com.

Response from Gabriel Michaud of Velixo

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I’m glad to hear that Velixo’s Excel-based approach gives you the flexibility you need for reporting, that implementation was smooth, and that your interactions with the team have been positive. I’m also pleased that the free trial helped make your decision easier.

I completely understand your point about the learning curve when creating queries and customizing data. Making Velixo easier and more intuitive to use is something we’re continuously focused on. We’ll soon be introducing a visual query builder for Acumatica users, and we’re also actively working on an AI-powered query design tool. Combined with the learning resources available through Velixo Academy at learning.velixo.com, our new Help Center at help.velixo.com, and our new report template repository, these enhancements are designed to make it much easier for new users to get up and running quickly.

Thank you again for your feedback — insights like yours directly help shape where we take the product next.

— Gabriel Michaud, Founder & CEO, Velixo

See how Velixo improved

Hannah S.

12/18/2025

"Efficient Reporting, Seamless Excel Integration"

5/5

What do you like best about Velixo?

I use Velixo for live data reporting with Acumatica, and it really allows us to create reports way more efficiently. I like how interactive it is and how quickly you can retrieve data, which lets me spend more time thinking of creative solutions. I also like how integrated it is with Excel. Setting up Velixo was very simple, and enrolling in the training programs was very helpful. Review collected by and hosted on G2.com.

What do you dislike about Velixo?

Sometimes there are data sets I want from Acumatica that could be straightforward to retrieve but they are not. I wish I could pull more historical data rather than current data. Review collected by and hosted on G2.com.

Response from Gabriel Michaud of Velixo

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Thank you very much for your thoughtful review — I really appreciate you taking the time to share your experience. I personally read every review and regularly discuss them with my team, as this feedback directly shapes our roadmap.

I’m glad to hear that Velixo is helping you report more efficiently with Acumatica, retrieve data quickly, and stay fully integrated within Excel. It’s also great to know that the setup and training programs helped you get value quickly and free up time for more creative, higher-value work.

Regarding your feedback on data availability and historical data, I wanted to share that we have meaningful improvements coming soon for Acumatica data retrieval. This includes a visual query builder and additional tools designed to make it much easier to access, shape, and work with both current and historical data. Several of these enhancements are planned for rollout next year, and they are specifically aimed at addressing exactly the type of scenarios you described.

To support users along the way, we continue to invest heavily in learning and enablement resources, including Velixo Academy at learning.velixo.com, our new report template repository with ready-to-use examples, and expanded documentation and best practices. All of these are designed to help users unlock more value from Velixo faster and with greater confidence.

Thank you again for your feedback and for choosing Velixo — we’re excited about what’s coming next. Feel free to reach out to us anytime if you run into an issue, have questions, or want to share suggestions—we’re always happy to help and continuously improve your experience.

Warm regards,

Gabriel Michaud

CEO, Velixo

Johanna K.

Director of Finance

Small-Business (50 or fewer emp.)

10/31/2024

"This product has increased productivity"

5/5

What do you like best about Velixo?

Velixo has reduced the time it takes to carry out several tasks. We purchased it because of the ability to create financial statements and stats with the click of a button but we found that it does much more with the ability to writeback journal entries, bills, invoices, and more directly to Acumatica ERP. We also use it to create budget files for managers to complete including YTD actual data, forecast data, budget data and then we write back the budgets and modified forecasts to ERP. This process has saved a minimum of 80 hours in the budgeting process.

Velixo's customer support team is top notch and always goes out of their way to find a solution. Review collected by and hosted on G2.com.

What do you dislike about Velixo?

We found it challenging initially when a password was memorized and then the Acumatica password expired which caused the Acumatica account to be locked if a user went into a Velixo-enabled file. We have overcome that challenge. Review collected by and hosted on G2.com.

What problems is Velixo solving and how is that benefiting you?

We used to paste our month-end closing information into an Excel file to produce charts, stats, and analysis. This process is now complete but we continue to add to it.

Our budget process used to be a nightmare but with the help of Velixo it is smooth sailing. We are able to bring YTD figures, current/prior year actual, and prior year budget data on a period-by-period basis into Excel, produce the new budgets and forecast, and then push the data into Acumatica. It has produced significant time savings and cut out manual errors. Review collected by and hosted on G2.com.

Response from Janet Keating of Velixo

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Thank you for sharing your experience with Velixo. We're glad to hear that it has saved you significant time in your budgeting process and has provided valuable features for creating financial statements and stats. We apologize for the initial challenge with the password expiration and have taken note of this for future improvements.

Kelly M.

Vice President

Mid-Market (51-1000 emp.)

8/14/2025

"Great add-on to our ERP System - makes my life so much easier!!!"

5/5

What do you like best about Velixo?

Ability to quickly pull information into an excel format for additional analysis and better reporting. We have built customized templates for financial reporting and other summary reports that previously took ours to develop each month. Now, it is a matter up opening an excel file and the information is there. Review collected by and hosted on G2.com.

What do you dislike about Velixo?

We have not found a single downside yet. It is a matter of knowing your ERP system and where to get the information. Velixo is very easy to use. You don't need to know how to program or code. Review collected by and hosted on G2.com.

What problems is Velixo solving and how is that benefiting you?

Besides financial reporting, Velixo is key in our forecasting responsibilities. We have built the template, it pulls in actual and budgeted information and because it is in excel, we can make adjustments on the fly. It is the back bone for our budget process as well. Sometime's it is as easy as applying a percentage increase over last years number and other times it requires a little more thought but Velixo makes the information right there at your fingertips. Review collected by and hosted on G2.com.

Response from Janet Keating of Velixo

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We're thrilled to hear that Velixo has made such a positive impact on your reporting and analysis processes. It's great to know that the ability to quickly pull information into Excel has been such a time-saver for you. Thank you for sharing your experience and being a part of the Velixo community!

Lisa B.

ERP and Business Intelligence Reporting Consultant

Small-Business (50 or fewer emp.)

8/25/2025

"I love Velixo"

4.5/5

What do you like best about Velixo?

It's completely integrated with Acumatica and I get to use my Excel skills. Reports are professional looking, easy to keep updated saves me HOURS every month so I don't have to export data, reformat it and then analyze. If I need some quick information Velixo is the first place I look to get it, I go to Velixo daily, maybe even more often than Acumatica. And the distribution feature is the best - saves so much time and automatically changes the parameters on my reports to distribute to the correct department.

It's super easy to implement and get up and going immediately. Whenever I've had an issue customer support responds timely. Review collected by and hosted on G2.com.

What do you dislike about Velixo?

The downside is that it is not a cloud-based product like Acumatica so employees that need my reports have to wait until I distribute them. Review collected by and hosted on G2.com.

Response from Janet Keating of Velixo

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Thank you so much for taking the time to provide us feedback. We're thrilled Velixo is working so well for you. Would you be willing to chat with me around your distribution challenges? I think we might have a few potential ideas for you. Please reach out to my team and I at customer success @ velixo.com and we'll be happy to help!