--- title: Velixo Reviews meta_title: 'Velixo Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 277 reviews by the users' company size, role or industry to find out how Velixo works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 277 scale: '5' date_modified: '2026-08-05' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Velixo Reviews **Vendor:** Velixo **Category:** [Financial Analysis Software](https://www.g2.com/categories/financial-analysis) **Average Rating:** 4.7/5.0 **Total Reviews:** 277 ## About Velixo 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. ## Velixo Pros & Cons **What users like:** - Users appreciate the **ease of use** of Velixo, as it seamlessly integrates with familiar Excel for efficient reporting. (66 reviews) - Users value the **seamless Excel integration** of Velixo, enabling real-time data access and efficient report management. (57 reviews) - Users value the **reporting efficiency** of Velixo, enjoying streamlined data management and real-time insights in Excel. (35 reviews) - Users value the **Excel functionality** of Velixo, enjoying seamless integration and real-time data access for efficient reporting. (31 reviews) - Users value the **time-saving capabilities** of Velixo, dramatically reducing report generation and data updating tasks. (30 reviews) - Users value the **time-saving efficiency** of Velixo, significantly enhancing their reporting and data review processes. (30 reviews) - Users appreciate the **real-time data** of Velixo, enabling quick updates and efficient monitoring of financial information. (27 reviews) - Easy Setup (24 reviews) - Financial Reporting (23 reviews) - Integrations (17 reviews) **What users dislike:** - Users experience **Excel integration issues** , making it challenging to connect and utilize Velixo effectively. (15 reviews) - Users note a challenging **learning curve** , especially for those unfamiliar with Excel or ERP systems. (15 reviews) - Users find the **complexity of formulas** in Velixo challenging, making reporting more difficult than necessary. (12 reviews) - Users report **refresh issues** with Velixo, noting longer wait times and occasional technical errors impacting usability. (12 reviews) - Users experience **slow performance** with Velixo, especially when multiple users access data simultaneously, affecting efficiency. (12 reviews) - Users find the **learning difficulty** with advanced features challenging, especially for those unfamiliar with Excel or ERP systems. (11 reviews) - Users face **reporting issues** with Velixo, including error messages and challenges with accessing necessary data. (11 reviews) - Users face challenges with **Excel dependency** , including lagging and limitations on integration and customization. (10 reviews) - Users experience a **steep learning curve** with Velixo, making initial setup and reporting complex for newcomers. (9 reviews) - Complexity (8 reviews) ## Velixo Reviews ### 1. Automation for ERP **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2024 **What do you like best about Velixo?** Live data is amazing, especially when dealing with lots of data. The automation is great for forecasting and budgeting. **What do you dislike about Velixo?** It takes a long time to load in Excel. Sometimes, it takes up to 10 to 15 minutes just to load because of the data we are using. **What problems is Velixo solving and how is that benefiting you?** Helping us to budgeting and forcasting including analysis from monthly, quarterly, bi-annually, and annually. **Official Response from Janet Keating:** > It's great to hear that Velixo is helping you with budgeting, forecasting, and analysis across different timeframes. We appreciate your feedback and are committed to enhancing our product to better serve your needs. ### 2. Timesaving **Rating:** 5.0/5.0 stars **Reviewed by:** Catino S. | Finance Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2024 **What do you like best about Velixo?** Velixo makes my month end reporting a breeze. I no longer need to download and map trial balances. Velixo does this in a split second. **What do you dislike about Velixo?** That I hadn't put it in sooner!! It is a game changer. **What problems is Velixo solving and how is that benefiting you?** Velixo is producing quality financial reporting data that allows me to complete statutory reporting in next to no time. **Official Response from Janet Keating:** > We're thrilled to hear that Velixo has made your month end reporting so much easier! Thank you for sharing your positive experience. ### 3. Excellent Product!! **Rating:** 5.0/5.0 stars **Reviewed by:** Rob R. | Financial Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** July 11, 2024 **What do you like best about Velixo?** I have used a couple of other products but his by far is the best and is a bit more comprehensive. I really do like it alot. Very easy to use and impletmentation was complete in just a few minutes. Not 15 minutes later we were running not learning to walk. And this product works very well with Sage Intaact. **What do you dislike about Velixo?** I had one issue that is a Microsoft problem and they got me going very quickly. Great responsive team. **What problems is Velixo solving and how is that benefiting you?** We have removed the manual process of transferring out Trial Balance into Excel eliminating errors and uncertainty. **Official Response from Janet Keating:** > We're thrilled to hear that you find Velixo to be the best and most comprehensive product you've used. Thank you for sharing your positive experience with us! ### 4. Using Velixo for getting data into excel - and using Velixo GI's on Acumatica to pull data **Rating:** 5.0/5.0 stars **Reviewed by:** Sanskruti S. | Data Analytics Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** November 06, 2024 **What do you like best about Velixo?** using Velixo GI's on Acumatica to pull data - and Velixo's account turnover functions in excel **What do you dislike about Velixo?** Not being able to use it in power BI/tableu or other data tools like that **What problems is Velixo solving and how is that benefiting you?** Getiting profit sharing data for employees **Official Response from Janet Keating:** > We're glad to hear that you are enjoying using Velixo GI's on Acumatica to pull data and the account turnover functions in Excel. ### 5. Operations Manager **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2024 **What do you like best about Velixo?** Able to pull system data and organize it much faster and easier than our system itself **What do you dislike about Velixo?** On a mac it seems to have issues. had to reinstall once a month or so. now on PC and having much better results **What problems is Velixo solving and how is that benefiting you?** Ease of creating reports. Have template set up in excel and velixo pulls the real time system data quickly and organizes them in a way we can analyze the data **Official Response from Janet Keating:** > We're glad to hear that Velixo is helping you organize and pull system data quickly. We apologize for the issues you experienced on Mac and appreciate your feedback. We're continuously working to improve our compatibility across different platforms. Feel free to reach out to my team and I anytime if you need anything! cusomter success @ velixo .com (No spaces :)) ### 6. Velixo **Rating:** 4.5/5.0 stars **Reviewed by:** Katie B. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 01, 2024 **What do you like best about Velixo?** The endless opurtunities it has to pull the data we need to report accurate and timely financials. We can report on margins and any KPI's we want, by month, year, etc. **What do you dislike about Velixo?** Set up can be a bit confusing. Enabling macros. **What problems is Velixo solving and how is that benefiting you?** Percentage of Completion. It can calculate this for us in seconds vs pulling multiple reports and trying to tie them to eachoter, human error, etc. We also are able to report on profit margins by any attribute we plug into Acumatica. Last- we are using it to pull in expenses and revenue by project which generates the commission we owe to our reps. This all happens in seconds vs manual entry or downloads. **Official Response from Janet Keating:** > We appreciate your feedback about the set up process and enabling macros. We're constantly working to improve the user experience and make the setup process more intuitive. ### 7. Velixo Rocks and Our Customers Love It! **Rating:** 5.0/5.0 stars **Reviewed by:** Tanya K. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2024 **What do you like best about Velixo?** The customers that we have recommended Velixo to report time savings and the ability to perform deeper data analysis, especially when using the Project/Job Cost suite. They love that they are up and running in no time, and see an almost immediate ROI. For our consultants, it's great being able to assist our customers with creating complex reports in a fraction of the time. And with Velixo aligned with Acumatica's philosophy of "No Named Users", our customers can extend robust reporting throughout the organization to any number of team members. Generic Writeback? What a fabulous add on to the Velixo package! I strongly encourage a tour of the Velixo product. You are bound to find the same value as our customers. **What do you dislike about Velixo?** We have not been able to find anything about Velixo that is either negative, or that we would change. **What problems is Velixo solving and how is that benefiting you?** Complex project accounting/job cost reporting and distribution to department heads. In depth financial analysis at the GL & department, cost center, location, lines of business. Abilty to create board reports/professional presentations. Not having to create complex one off reports in Acumatica means greater report flexibility, reducing the cost to create and maintain reports. Unlimited possiblities for any customer in any industry. Velixo's Support Team stellar and they have helped us through unique and challenging report scenarios. **Official Response from Janet Keating:** > We're thrilled to hear that Velixo has been such a valuable tool for your customers, providing time savings and deeper data analysis. We appreciate your recommendation and are glad to hear that our support team has been helpful to you. ### 8. Best customer support and communication **Rating:** 5.0/5.0 stars **Reviewed by:** Salina P. | Director of Brand and Partnerships, Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2024 **What do you like best about Velixo?** Our customers who use Velixo have nothing but positive things to say about Velixo's functionality and support. Our team has easy and strong communication with theirs which has allowed us to provide the best service for our customers. The product allows you to get your data quick and easily out of your ERP system in a very approachable way. Our customers of all sizes have appreciated this tool and the ease of use it provides for the end users to transition from one system to another. Everyone loves to work in excel, but Velixo allows you to still leverage the full strength of your system. **What do you dislike about Velixo?** Not all of our clients use it! I wish every single one of our customers was on Velixo. **What problems is Velixo solving and how is that benefiting you?** We internally use Velixo as well as providing the tool to our clients. Velixo has allowed us to easily report on financial data internally and helped our customers use their ERP smarter. Transitioning from Quickbooks to a full ERP system can be difficult, but Velixo brings back the ease of Excel to the table. **Official Response from Janet Keating:** > We're thrilled to hear that you are enjoying Velixo's functionality and support! Our team is dedicated to providing the best service for our customers, and we're glad to hear that our communication has been strong and easy for you. Thank you for your positive feedback! ### 9. Velixo streamlines and simplifies report building **Rating:** 5.0/5.0 stars **Reviewed by:** Peter K. | Business Solutions Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2024 **What do you like best about Velixo?** The most helpful thing about Velixo is the ease of use. Most reporting users already have a strong foundation of excel. By combining these skills with highly accesible ERP data Velixo empowers users to meet their reporting needs. Users can build reports in Velixo after an hour of training that would take days of training to be built in their ERP. While Velixo is simple, it can still be used to make highly complex reports. Velixo has created reports that would take a developer level skill set to build in the ERP. Implementing Velixo only takes 30 minutes. **What do you dislike about Velixo?** The project functionality can be built out more. When the Velixo GIs are initially installed no user security is assigned to them. **What problems is Velixo solving and how is that benefiting you?** Creates more flexible reporting, ease of user for report writers. **Official Response from Janet Keating:** > We're thrilled to hear that you find Velixo easy to use and that it empowers users to meet their reporting needs. We appreciate your feedback on the project functionality and user security. It may be worth taking a look at our Construction templates if you would like to leverge those. ### 10. Custom reporting made easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2024 **What do you like best about Velixo?** The support team provide great service and were able to answer my questions and help customize a report over one meeting. They provided options to ensure that the report would provide the data needed by our company without having to continually update the report. I am very happy with the service I received and look forward to all that Velixo can do for our business. Velixo is very easy to use and is a great Excel add on. **What do you dislike about Velixo?** I am very new to using Velixo and haven't had many issues so far. My biggest hurdle is learning how to write the formula to pull the data I need. **What problems is Velixo solving and how is that benefiting you?** Creating a report that automatically updates reports for our project team that will eliminate duplicate and triplicate data entry and eliminate the time consuming manual process. **Official Response from Janet Keating:** > We are thrilled to hear that our support team was able to provide you with great service and help customize a report to meet your company's needs. We appreciate your feedback and look forward to continuing to support your business with Velixo. ### 11. Using Velixo since 2019 for our complex Financial reporting needs from Acumatica. **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly B. | ERP Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** October 26, 2023 **What do you like best about Velixo?** It just works! The product is built so clean and solid, you don't have to worry about it giving you troubles. Most importantly, the Users do not have to be Excel experts in order to build their own reports. The resources from the Velixo site are loaded with easy-to-follow instructions for nearly everything you might need to get up and running. **What do you dislike about Velixo?** It would be nice to have the ability to integrate with Acumatica as an External Application like PowerBI. Even if just a single master worksheet with interactive slicers, visuals, and tables that could be assigned to a ScreenID and refreshed via an Automation Schedule (or other means). It would become a replacement for PowerBI for us. **What problems is Velixo solving and how is that benefiting you?** The ability to easily get an Executive/Manager to create their own reports just the way they want to see them. They can slice and dice the reports/worksheets however they wish and email specific worksheets to specific Users via the Distribution feature. Very easy to setup. **Official Response from Janet Keating:** > Thank you for sharing your positive experience with Velixo. We're glad to hear that Velixo has made it easy for non-Excel experts to create their own reports. ### 12. Extremely powerful tool utilising both excel and velixo add in formula. **Rating:** 5.0/5.0 stars **Reviewed by:** Stacey S. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2024 **What do you like best about Velixo?** Easy to pick up. Excel is by far the most flexible when it comes to reporting. The Velixo add in formulas enhance reporting by grabbing data direct from your financial system. The removes a lot of redundancy and improves accuracy. **What do you dislike about Velixo?** Can be slow to recalculate when multiple files with Velixo formulas are open at the same time in excel. Some issues with distribution when there is only on row in a # filled range. **What problems is Velixo solving and how is that benefiting you?** Not aware of problems in the pipeline that are being resolved **Official Response from Janet Keating:** > We're glad to hear that you find Velixo easy to pick up and that it enhances reporting by grabbing data directly from your financial system. We understand that performance is important, and we are continuously working on improving recalculation speed when multiple files with Velixo formulas are open. ### 13. Velixo makes reporting a breeze **Rating:** 4.5/5.0 stars **Reviewed by:** Geoff Y. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2024 **What do you like best about Velixo?** Velixo makes reporting out of MYOB Advanced into Excel very quick and easy. I found the set up of GL queries very intuiative and logical. Within a few days I was able to create a number of Velixo queries on my own. My Velixo queries save so much time with end of month reporting, **What do you dislike about Velixo?** I am still struggling with some of the more advanced Generic Inquiries but this is more due to a lack of time on my part. **What problems is Velixo solving and how is that benefiting you?** Accurate timely reporting. **Official Response from Janet Keating:** > Thank you for sharing your positive experience with Velixo! We're glad to hear that our tool has been helpful in saving time with your end of month reporting. If you have any specific questions or need help with the advanced Generic Inquiries, feel free to contact our support team for assistance. ### 14. Reliable, easy to use and essential to our business **Rating:** 5.0/5.0 stars **Reviewed by:** Yefferson W. | Sr. Director, FP&A, Banking, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about Velixo?** Velixo is extremely flexible and easy to use to organize accounts for financial reporting and easily pulls information from our accounting software in real time and performs the consolidation. **What do you dislike about Velixo?** At this stage no part of the tool I dislike, it's awesome and very helpful. **What problems is Velixo solving and how is that benefiting you?** It displays financial results in easy to understand visualization to help fast and easily compare the reality to what we budget and forecast. **Official Response from Janet Keating:** > Thank you for your feedback! We're glad to hear that Velixo is flexible and easy to use for organizing accounts and financial reporting. We appreciate your support! ### 15. Awesomeferrical and robust financial reporting software **Rating:** 5.0/5.0 stars **Reviewed by:** Larissa C. | Accounting Analyst, Machinery, Mid-Market (51-1000 emp.) **Reviewed Date:** June 10, 2024 **What do you like best about Velixo?** It's very easy to use, seamlessly integrates with ADP Workforce Now and the reporting is intuitive and I appreciate the flexibility it offers in creating custom financial reports. **What do you dislike about Velixo?** Nothing to dislike, reporting and dashboards are well built and the experience is pleasant. **What problems is Velixo solving and how is that benefiting you?** It faciltates real time financial reporting providing a clear view of the company's performance thus helping us budget and forecast at a very detailed level. **Official Response from Janet Keating:** > Thank you for your positive feedback! We're glad to hear that you find the reporting and dashboards well-built and the overall experience pleasant. ### 16. Velixo power **Rating:** 5.0/5.0 stars **Reviewed by:** Peter C. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 29, 2024 **What do you like best about Velixo?** By using Excel GUI, formulas and functionality the Velixo implementation is simple and quick. The learning curve for an Excel user is very low. Our users were up and running Velixo formulas and calculations in hours. **What do you dislike about Velixo?** There are no downsides, I love it, it is a core componet for our finacial management processes. **What problems is Velixo solving and how is that benefiting you?** The ability to writeback monthly allocation journals and bugdget allocations directly from Excel calculations to the GL saves hours of processing and data entry. **Official Response from Janet Keating:** > We're thrilled to hear that you find Velixo's implementation simple and quick, with a low learning curve for Excel users. It's great to know that it has become a core component for your financial management processes. ### 17. Velixo is a game changing solution for business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2024 **What do you like best about Velixo?** Velixo is a game-changer, seamlessly integrating powerful reporting features with Excel's versatility. This combination enables the creation of stunning dashboards and professional management reports using everyday Excel knowledge. With the added blueprint functionality, Velixo turns time-consuming report distribution into a dream. Furthermore, Velixo's writeback functionality has revolutionised data imports for many small businesses, eliminating the need for costly integrations. This feature simplifies the process of importing data either from external systems into MYOB Advanced (Acumatica), or for uploading journals, budgets etc, saving valuable time and resources. Velixo also doesn't require any fancy footwork to be installed as it is a simple Excel add-in. If you don't have Velixo and have a supported solution, do yourselves a favour and sign up today!!! **What do you dislike about Velixo?** The only thing I don't like about Velixo is that not every single person who can use it is not doing so! **What problems is Velixo solving and how is that benefiting you?** Management and Board Reporting External System Integrations Complete AP automation requirements with approval Business and Cost Centre Dashboards Tax Reporting Cash Management and Forecasting **Official Response from Janet Keating:** > We're thrilled to hear that you are enjoying Velixo's powerful reporting features and seamless integration with Excel. Thank you for sharing your positive experience! ### 18. Very powerful tool **Rating:** 5.0/5.0 stars **Reviewed by:** Nat P. | Director of FP&A and Corporate Development, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2024 **What do you like best about Velixo?** Velixo is the only way to efficiently extract data from our ERP, Acumatica. I don't have great things to say about Acumatica. If we didn't have Velixo, we'd be dead in the water. Velixo makes it easy to create dynamic reports that update in real-time. **What do you dislike about Velixo?** There is a bit of a learning curve but once you get up to speed, it's very powerful. **What problems is Velixo solving and how is that benefiting you?** Analyzing transactional data. Presenting actuals vs budget to department managers -- summarized, and with supporting detail. **Official Response from Janet Keating:** > Thank you for your feedback. We understand that there may be a learning curve, but we're committed to providing resources to help you get up to speed with the powerful features of Velixo. Visit help . velixo . com (no space) for a plethora of options to help you. ### 19. Super simple tool for a great visual representation of my business performance **Rating:** 5.0/5.0 stars **Reviewed by:** Jaspeet P. | Senior Payroll Executive, Consumer Goods, Mid-Market (51-1000 emp.) **Reviewed Date:** June 06, 2024 **What do you like best about Velixo?** I liked the ability to connect to various data sources and the visualization aspects provides easy ways to compare other periods. **What do you dislike about Velixo?** I haven't found anything I dislike with Velixo for my purposes. **What problems is Velixo solving and how is that benefiting you?** Highly effective in creating a reporting package for the company at one time and I'm also able to run departmental specific budget reports. **Official Response from Janet Keating:** > Thank you for sharing that you haven't found anything to dislike about Velixo for your purposes. We aim to provide a seamless and effective experience for our users. ### 20. Best product out there! **Rating:** 5.0/5.0 stars **Reviewed by:** Erica D. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 27, 2023 **What do you like best about Velixo?** Velixo uses excel native interface and formulas which allows me to build my own reports that pull from the ERP system rather than learn the ERP reporting functionality. This makes reporting quick, easy, and seamless. The function of removing the Velixo formulas make it easy to lock-down reports and send to non-ERP users. I have been a lead finance person for over 15 years working with multiple ERP systems and have never had a reporting tool that is as powerful or easy to use as Velixo. **What do you dislike about Velixo?** There are less resources and support from partners if you are a mac user. Also, adding functionality to query the non-financial modules (for instance stock items in inventory) would be very helpful for myself as well as other users in our organization. **What problems is Velixo solving and how is that benefiting you?** Financial reporting, visability of financial results and operations. **Official Response from Janet Keating:** > We're delighted to hear that Velixo has been a powerful and easy-to-use reporting tool for you! We appreciate your feedback about the need for more support for Mac users and the functionality to query non-financial modules. We're committed to improving our product and support, and your input will help us prioritize future developments. ### 21. VELIXO - ERP reporting made easy **Rating:** 5.0/5.0 stars **Reviewed by:** Bryan J. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2024 **What do you like best about Velixo?** Ease of use. Anyone who can drive MS Excel can drive VELIXO **What do you dislike about Velixo?** Nothing to dislike. VELIXO is intuitive for all users **What problems is Velixo solving and how is that benefiting you?** Ability to access pertinent data within Acumatica / MYOB Advanced and present the data in a lay man's terms. **Official Response from Janet Keating:** > Thank you for the positive feedback! We're committed to providing an intuitive and user-friendly experience for all our users. ### 22. Get Data from ERP Easily **Rating:** 4.5/5.0 stars **Reviewed by:** Jon V. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 17, 2023 **What do you like best about Velixo?** Accounting systems are great, but the hardest part sometimes is getting the data out. Velixo is flexible and more user friendly than many programs data reporting programs out there. If you know Excel, Velixo is an easy tool to learn. I've created great WIP schedules, import templates, and full financial packages. Best thing is, I'm not a professional report writer and I was able to do it! Velixo is robust and the sky is the limit when you know how to get the data out of your ERP and into Excel. Learning more and more each day! **What do you dislike about Velixo?** With any program, you need to learn how it works. The 4 part live training was a big help to get started. If you don't Excel, then you may want a different program as it utilizes much of the Excel logic. **What problems is Velixo solving and how is that benefiting you?** Getting data out of our EPR and into digestible data that can be analzed within Excel. All this to make informed decisions. The report refreshes are super fast! It's cutting down our financial close process for sure! **Official Response from Janet Keating:** > We're thrilled to hear that Velixo has been a valuable tool for you in getting data out of your ERP and into Excel. It's great to know that the flexibility and user-friendly interface have made it easier for you to create WIP schedules, import templates, and financial packages. Thank you for being a part of the Velixo community. ### 23. If you have Acumatica and your Company is Complex Enough, Velixo is the way to go. **Rating:** 5.0/5.0 stars **Reviewed by:** Wilfred F. | Director, IT, Mid-Market (51-1000 emp.) **Reviewed Date:** February 07, 2024 **What do you like best about Velixo?** Velixo's GI connections to Acumatica and integration makes it effortless to stay on top of your numbers. We were able to install and implement Velixo for our reporting in two weeks, and have since moved all nine branches in it. Install with their team was frictionless from start to finish. **What do you dislike about Velixo?** Velixo does require an initial curve to learn, but considering what you get back, the effort is marginal. **What problems is Velixo solving and how is that benefiting you?** We have nine branches that have differing reporting levels, and Velixo allows us to accomodate the nuances. **Official Response from Janet Keating:** > We're thrilled to hear that Velixo has been a valuable addition to your reporting process and has seamlessly integrated with Acumatica. Thank you for sharing your positive experience with us! ### 24. "Proven to be an indispensable tool for anyone working extensively with Excel." **Rating:** 5.0/5.0 stars **Reviewed by:** Mandy K. | Marketing Manager, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** March 21, 2024 **What do you like best about Velixo?** Velixo has been a game-changer for our Acumatica users, combining the most accepted reporting tool, Excel, with the data of Acumatica takes reporting and budgeting up a notch. It's not if you buy Velixo, it is when. **What do you dislike about Velixo?** We have not found anything negative about Velixo. **What problems is Velixo solving and how is that benefiting you?** A versatile reporting tool that significantly enhances the reporting and budgeting experience of the ERP system. **Official Response from Janet Keating:** > Thank you for sharing your positive experience with Velixo! We're glad to hear that it has been a game-changer for your Acumatica users and has taken reporting and budgeting to the next level. ### 25. Automating Analysis **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff K. | Director of Financial Planning and Analysis, Enterprise (> 1000 emp.) **Reviewed Date:** June 30, 2023 **What do you like best about Velixo?** Velixo is an outstanding tool for reporting with data in Acumatica. It's easy to understand how it works and easy to make changes to get the data as you want it to match your reporting. Results are near-instant, which means you don't need to run and rerun reports. And Gabriel recently worked on a new report for us that allows us to instantly get store by store results (subaccounts) by clicking on a link within a consolidated income statement, and further, to instantly get the underlying GL detail. It uses hiearchical and other supplemental information that doesn't exist in Acumatica but that we use for reporting. This makes for very, very fast analysis on operational results. **What do you dislike about Velixo?** I'm not coming up with any downsides. This tool is phenomenal. **What problems is Velixo solving and how is that benefiting you?** Velixo solves the problem of custom reporting in Excel with ERP data (in our case, Acumatica). It gives you instant access to your financials as you want to see them. **Official Response from Janet Keating:** > We're thrilled to hear that Velixo has been such a valuable tool for your reporting needs in Acumatica! It's great to know that the tool is easy to use and provides near-instant results for your analysis. We're also glad to hear that Gabriel was able to assist with creating a new report that meets your specific needs. Thank you for being a part of our community! ### 26. Very positive experience both in terms of the software and our service provider Alchemex **Rating:** 5.0/5.0 stars **Reviewed by:** Troy K. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 12, 2024 **What do you like best about Velixo?** - broad functionality - very simple to use to create your own reports - works very effectively with MYOB Advanced - strong service support through Alchemex, very responsive and knowl;edgeable. **What do you dislike about Velixo?** - have had some issues with Microsoft upgrades impacting the existing license (automatic Add-Ins) **What problems is Velixo solving and how is that benefiting you?** Filling the gap in terms of MYOB Advanced reporting capacity, allowing direct writeback to upload journals **Official Response from Janet Keating:** > Thank you for your positive feedback regarding the broad functionality, ease of use, and strong service support provided by Alchemex. We apologize for any inconvenience caused by Microsoft upgrades impacting the existing license and will work to address this issue. We're glad to hear that Velixo is filling the gap in MYOB Advanced reporting capacity and allowing direct writeback to upload journals. ### 27. Very useful once you get the hang of it **Rating:** 5.0/5.0 stars **Reviewed by:** Matt J. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 19, 2023 **What do you like best about Velixo?** Velixo, like other tools, can be very useful when you play around with it and get used to it. Luckily, there are training resources on YouTube to give essential tips and tricks on connecting and using the Velixo-specific functions. **What do you dislike about Velixo?** Velixo is definitely helpful for giving quick information directly from Acumatica. The only thing I dislike about it is that it dumps into Excel without creating a data table that can be referenced. This means if the information in the source table increases, the cell range increases and past functions referencing those cells aren't automatically updated. **What problems is Velixo solving and how is that benefiting you?** Quickly pulling information out of Acumatica so the data is available in Excel for quick analysis. Some features in Acumatica are not available out-of-the-box, and sometimes business-specific analyses need to be created with a quick turnaround. Velixo provides an excellent platform to do this without additional development within Acumatica. **Official Response from Janet Keating:** > We're happy to hear that Velixo is helping you quickly pull information out of Acumatica for quick analysis. Our aim is to provide efficient solutions for business-specific analyses, and we value your input on how Velixo benefits you. ### 28. Velixo team never disappoints! **Rating:** 5.0/5.0 stars **Reviewed by:** Tiffany B. | Senior Acumatica Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 04, 2023 **What do you like best about Velixo?** Velixo is one of the best add-ons for Acumatica. My customer uses multiple tenants, and without it, we cannot easily do multi-tenant reporting. It also enables us to create reports with the most user-friendly interface. If you know Excel, you can learn Velixo in a snap. Their support and team is what makes it stand out above other vendors. Their team is so knowledgable, so experienced, and so very helpful. **What do you dislike about Velixo?** Wish all my customers had it! It's the best. **What problems is Velixo solving and how is that benefiting you?** Wonderful reporting tool that helps us get Acumatica reports created easily. **Official Response from Janet Keating:** > We're thrilled to hear that Velixo has been such a valuable tool for multi-tenant reporting and creating user-friendly reports. Our team is dedicated to providing knowledgeable and helpful support, and we're glad to hear that it has made a positive impact for you. ### 29. Velixo - Excellent Customer Service, Software & Reports **Rating:** 5.0/5.0 stars **Reviewed by:** Jason S. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2023 **What do you like best about Velixo?** Software works great with excellent Customer Support that goes the extra mile to ensure all your Velixo projects are a success. Could not be more please with the software or the entire Velixo team. **What do you dislike about Velixo?** So far Velixo has worked as advertise with easey integration. No complaints. **What problems is Velixo solving and how is that benefiting you?** Velixo has helped automate a number of our internal accounting reports which saves us a tremendous amount of time & engery. Thank you Velixo!! **Official Response from Janet Keating:** > We're thrilled to hear that you are pleased with our software and the level of customer support you received. Thank you for your kind words! ### 30. Easy and cost effective means for data analysis **Rating:** 5.0/5.0 stars **Reviewed by:** Peter P. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2023 **What do you like best about Velixo?** Flexibility to obtain real time data from my ERP using Excel. **What do you dislike about Velixo?** Having to use Excel formulas instead of a click and drag type of report creation makes it a bit more cumbersome, but the clearly defined, easy to access help screens minimize any inconveniences. Not a major detriment at all and not sure if an easier means is feasible, especially at this price point. **What problems is Velixo solving and how is that benefiting you?** -Real time updates on reports that are easily designed. -Distribution lists to get these reports to those needing them. **Official Response from Janet Keating:** > We're glad to hear that you find Velixo flexible and easy to use for obtaining real-time data from your ERP using Excel. We understand that using Excel formulas for report creation can be cumbersome, but we appreciate your understanding and feedback. We are constantly working to improve our product and will take your comments into consideration. ### 31. Velixo, Excel reporting & budgeting **Rating:** 5.0/5.0 stars **Reviewed by:** Leticia C. | Senior Specialist ERP/Cloud Solutions, Small-Business (50 or fewer emp.) **Reviewed Date:** September 11, 2023 **What do you like best about Velixo?** Velixo is an excellent reporting tool with data from Acumatica. The setup is easy and you can also use the Excel futures within the Velixo formulas. The report updates in real time and you can drill down into transactions. You have the option to email from within the Excel sheet. I will highly recommend Velixo for Acumatica financial reporting. No more extracting raw data, with Velixo you can build your report once and then refresh it to update your report. **What do you dislike about Velixo?** The date filters can be tricky when you link a Generic Inquiry and want to filter in a date range. **What problems is Velixo solving and how is that benefiting you?** Velixo resolved the issue by consolidating reports with a Tenant with multiple companies using the company calendar where you can now run the report using the master calendar from Acumatica. **Official Response from Janet Keating:** > Thank you for your feedback! We appreciate your recommendation and are glad to hear that Velixo has helped you eliminate the need to extract raw data for reporting. ### 32. Fantastic Product & Company **Rating:** 5.0/5.0 stars **Reviewed by:** Reid B. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2024 **What do you like best about Velixo?** Easy to use, straightforward link between your accounting data and excel. **What do you dislike about Velixo?** That more of our colleagues would utilize it and more companies in our industry would consider purchasing Velixo. **What problems is Velixo solving and how is that benefiting you?** It allows to accumulate and report on any data point within our accounting system from GL to projects. **Official Response from Janet Keating:** > We're thrilled to hear that you find Velixo easy to use and appreciate the seamless integration with your accounting data and Excel. We understand the desire for wider adoption and will continue to work on increasing awareness in your industry. ### 33. Reporting made simple **Rating:** 5.0/5.0 stars **Reviewed by:** Emily H. | Enterprise (> 1000 emp.) **Reviewed Date:** September 20, 2023 **What do you like best about Velixo?** Velixo has been a great tool for us to use when it comes to creating out financial reports. Being able to get updated data from our Acumatica IN REAL TIME has been a life saver! I would hight reccomand using Velixo!! **What do you dislike about Velixo?** There can be some self teaching aspect if you are not used to Excel and its fomulas but there a many resources on thier webiste and customer support help if needed. **What problems is Velixo solving and how is that benefiting you?** Helped me see profits accross all our projects from different tenants. As we are a big company and have many tenants, but Velixo is able to pull access from all the tenents in your company. Also quickly being able to look through the finanacials from previous years has been very helpful. **Official Response from Janet Keating:** > Thank you for your feedback! We understand that there can be a learning curve with Excel formulas, but we're glad to hear that our website resources and customer support have been helpful for you. ### 34. Powerful and Effortless to use **Rating:** 5.0/5.0 stars **Reviewed by:** Audrey I. | Vice President of Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** July 24, 2023 **What do you like best about Velixo?** Quickly access your data visually using excel. The possibilities with Velixo are endless and not limited to financial data. Live connection from Acumatica to excel; use excel to analyze your data and quickly create charts and data tables for easy review of your business. I love the part you can email these reports out to co-workers from within excel. Another fun feature is the ability to create import scenarios in Velixo and upload that data back to Acumatica with the click of a button!! **What do you dislike about Velixo?** You can create super complex reports with loads of formulas and conditions, sometimes could make the report too big to update the data quickly...however, the Velixo team is always there to support you and help you quickly optimize your report when needed. **What problems is Velixo solving and how is that benefiting you?** Helped me to see our labor costs vs. profit across customer projects. Also, quickly pulled down prior year financials and allowed our team to collaboratively build multiple budgets! **Official Response from Janet Keating:** > Thank you for sharing your positive experience with Velixo! It's great to hear that you appreciate the ability to quickly access and analyze your data in Excel, as well as the feature for emailing reports directly from Excel. We understand the challenges with creating complex reports, and our team is dedicated to providing support and optimization to ensure a smooth experience for you. ### 35. Velxio Is Great! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2024 **What do you like best about Velixo?** I'd say it's ability to provide a clear picture by compiling a mass amount of information. **What do you dislike about Velixo?** I am a new user, so I am still learning how to use it. **What problems is Velixo solving and how is that benefiting you?** Compiles key information about our trade contractors into one report. Thereby saving us time by not having to review multiple reports. **Official Response from Janet Keating:** > We're glad to hear that you find Velixo's ability to compile information helpful. If you have any questions or need assistance with learning how to use it, please don't hesitate to reach out to our support team. ### 36. Data the way you want **Rating:** 5.0/5.0 stars **Reviewed by:** Janelle F. | Practice Consultant – Cloud ERP and Reporting , Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2024 **What do you like best about Velixo?** Velixo provides the pltform to present and manipulate data to be exactly the way you want **What do you dislike about Velixo?** Nothing - Velixo is the complete package for reporting and data analysis **What problems is Velixo solving and how is that benefiting you?** Financial reporting that is understandable by the entire management team **Official Response from Janet Keating:** > Thank you for the positive feedback! We're thrilled to hear that Velixo is meeting your reporting and data analysis needs. ### 37. I love using Velixo! **Rating:** 5.0/5.0 stars **Reviewed by:** Robin G. | Retail, Enterprise (> 1000 emp.) **Reviewed Date:** July 07, 2023 **What do you like best about Velixo?** Velixo is a great product! My team has been using it and it has very helpful for us when creating out financial reports. They also have many help resources on their website which helped me when I first started learning the product. **What do you dislike about Velixo?** Nothing, there is some self study involved but as long as you know how to use Excel formulas, you can use Velixo. It was a bit difficult to pick up at first but there were elpful indivisuals on their ready! **What problems is Velixo solving and how is that benefiting you?** Velixo is solving all my reporting needs. If you need a tool that can help you with your financials, Velixo is it. **Official Response from Janet Keating:** > Thank you for your positive feedback! We're glad to hear that Velixo has been helpful for your financial reporting. We understand that there may be a learning curve, but we're here to support you every step of the way. If you have any suggestions for improvement, we'd love to hear them! ### 38. VELIXO HAS BEEN THE MOST USEFUL TOOL SINCE WE STARTED **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2023 **What do you like best about Velixo?** Velixo has have made it very easy for us to get our financials in order! Since we started, implementation of the product was seamless and worked right away with our Excel. We were abe to get all our data over from Acumatica and start building our reports right away. Their support and customer success team has also been very helpful when we get stuck with the fuctions and they have lots of resources avaliable for new users. **What do you dislike about Velixo?** Absolutely nothing!! It has been wonderful! **What problems is Velixo solving and how is that benefiting you?** Velixo has solved all our financial reporting issues from Acumatica. Since we have gotten Velixo, it has been so easy for us to gather all our data and genrate all our reports we need. It makes it easy for us to see all the data we need for all our branches in one place. **Official Response from Janet Keating:** > Thank you for sharing your positive experience with Velixo! We're glad to hear that our product has made it easy for you to gather data and generate reports, and that our support team has been helpful. We appreciate your feedback! ### 39. We love Velixo - it has changed the way we report on all of our numbers. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2023 **What do you like best about Velixo?** We love that we can set up a report in excel with velixo to pull the financial information directly from our ERP system. When we want to update the report it takes 5 seconds to change one of the paramaters and click on refresh and then we have a fully updated report in less than a minute. The Distribution list has saved us so much time in sending out the reports via email for us. **What do you dislike about Velixo?** We have not found anything yet - the integration went very smoothy **What problems is Velixo solving and how is that benefiting you?** Time saving - quick updates to reports Allowing us to find variances much quicker **Official Response from Janet Keating:** > We're thrilled to hear that Velixo has had such a positive impact on your reporting process. The ability to easily pull financial information and quickly update reports is a key feature of Velixo that many of our customers appreciate. ### 40. Great Experience!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Long L. | Director of Financial Planning and Analysis, Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2024 **What do you like best about Velixo?** Easy to use and Customer support was excellent. **What do you dislike about Velixo?** It takes a long time to refresh but that is mostly the ERP system. **What problems is Velixo solving and how is that benefiting you?** Detail pull **Official Response from Janet Keating:** > Thank you for the positive feedback! We're glad to hear that you found Velixo easy to use and that our customer support met your expectations. We understand the frustration with the refresh time, and we're constantly working to optimize performance within the ERP system. It's great to hear that Velixo is helping you with detailed data pull. ### 41. Velixo was the answer for all our reporting needs. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Relations | Mid-Market (51-1000 emp.) **Reviewed Date:** December 21, 2023 **What do you like best about Velixo?** Working with Velixo has been an easy and seamless process. We are able to get all the data that we need in real-time and report on our financials. Implementation of the product was also very easy and only took a few minutes. Very happy with the product and very happy with their support team. **What do you dislike about Velixo?** No complaints yet, they have been great as a product and as a company. **What problems is Velixo solving and how is that benefiting you?** We were not able to build the financials needed until we had Velixo. Velixo does save you from having to learn different ERP's reporting and lets you use Excel to create them. **Official Response from Janet Keating:** > Thank you for sharing your positive experience with Velixo. We're glad to hear that you are able to get real-time data and report on your financials easily. We strive to make the implementation process as smooth as possible, and we're pleased to hear that it only took a few minutes for you. ### 42. Having Your Cake and Eating it Too! **Rating:** 5.0/5.0 stars **Reviewed by:** Shary D. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2023 **What do you like best about Velixo?** Velixo is a game changer. It preserves the power and security of data contained in Acumatica, with the tool that financial professionals and other construction stakeholders already know - Excel! This is not your 'average' Excel connector; it goes way beyond that. Velixo not only makes recurring and as hoc reporting incredibly simple, it helps automate and distribute reports, maintaining tight security rules limiting access to those with proper permissions. Additionally, the reports can have drill downs, if desired. And imagine a world where you can easily create your own templates/recurring processes for uploading data into your ERP - saving countless hours. **What do you dislike about Velixo?** Nothing that I know of. It is powerful and easy to use and does more than expected. **What problems is Velixo solving and how is that benefiting you?** It brings customized reporting capabilities to users that would otherwise rely on IT or third-party consultants to write. **Official Response from Janet Keating:** > Thank you for your kind words! We're glad to hear that Velixo has exceeded your expectations and is providing valuable benefits. We appreciate your feedback and support. ### 43. Velixo is the Excel-base reporting solution for your ERP **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 04, 2024 **What do you like best about Velixo?** Our clients like that Velixo capitalizes a clients experience with Excel, backed by the robust information and security in their ERP solution (Acumatica). **What do you dislike about Velixo?** If you enjoy using Excel, you will love Velixo. **What problems is Velixo solving and how is that benefiting you?** Our clients want a familiar and robust reporting tool within Excel. **Official Response from Janet Keating:** > Thank you for sharing your positive experience with Velixo. We're pleased to hear that it meets your clients' reporting needs within Excel. ### 44. Sage Intacct **Rating:** 5.0/5.0 stars **Reviewed by:** Kreg P. | CFO, Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2023 **What do you like best about Velixo?** Velixo has been great to work with as a company. Reports in our software has been a difficulty since I started using Sage Intacct. Velixo has helped us create reports that have significantly improved our business. **What do you dislike about Velixo?** Haven't found any yet. They have been great to work with as a company. **What problems is Velixo solving and how is that benefiting you?** We haven't had any decent reports until be started utilizign Velixo **Official Response from Janet Keating:** > We're glad to hear that you haven't encountered any issues with Velixo and that we have been great to work with. Thank you for your feedback! ### 45. Automated and simple **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron F. | Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** September 14, 2023 **What do you like best about Velixo?** In 1 day with Velixo we were able to recreate all of our financial reports that were extremely manual and required extensive power query to do in our previous financial software. **What do you dislike about Velixo?** Wish it offered a pivot table slicer like function to make filtering reports a bit easier for non-technical users. **What problems is Velixo solving and how is that benefiting you?** Financial reporting in previous system was extremely slow and manual. Velixo allows us to have live results without constantly exporting and refreshing files which could take hours at a time. **Official Response from Janet Keating:** > Thank you for sharing your positive experience with Velixo. We understand the importance of user-friendly features and will pass along your suggestion for a pivot table slicer function to our development team. ### 46. Fantastic customer service, detailed work, and great customer handoff **Rating:** 5.0/5.0 stars **Reviewed by:** Madison C. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2023 **What do you like best about Velixo?** As a consultant with 5 years experience implementing Acumatica I have seen quite a few third party Acumatica vendors, both good and bad. Velixo consistently knocks it out of the park and I love sending clients to work with them because I know they care and have the technical capacity to deliver what they promise (which believe me - not all vendors have). **What do you dislike about Velixo?** Not applicable, Not applicable, Not applicable :) **What problems is Velixo solving and how is that benefiting you?** Projects financial reporting **Official Response from Janet Keating:** > We're glad to hear that we have been able to solve your financial reporting needs. Thank you for choosing Velixo and for your continued support! ### 47. Training was great but not what I needed **Rating:** 5.0/5.0 stars **Reviewed by:** Jeremy D. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2023 **What do you like best about Velixo?** I enjoyed being shown how the information that was pulled could be dynamic in its reporting of the information. **What do you dislike about Velixo?** the canned reports do not necessarily tie into the information that is present in ones system. In the Construction/Project Reports Revision is required, we do not have a revision code. After another meeting, we were able to tie out the reports. This was able to give me exactly what I needed and why I initially went with Velixo as a partner. **What problems is Velixo solving and how is that benefiting you?** I am able to give each department their budget for the GL accounts they are responsible for and just those accounts. **Official Response from Janet Keating:** > We appreciate your input and are pleased to hear that Velixo is helping you provide budgets efficiently and accurately. ### 48. Velixo ERP Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Stephen F. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2023 **What do you like best about Velixo?** Fully integrates with Acumatica ERP Business software. When transactions entered in Acumatica, they are instantaneously reflected in Velixo. **What do you dislike about Velixo?** I have not found anything to dislike about Velixo. **What problems is Velixo solving and how is that benefiting you?** I use Velixo for financial reporting and trial balance preparation. Because Velixo is fully integrated with Excel, financial statement options are almost limitless. **Official Response from Janet Keating:** > We're glad to hear that you have not encountered any issues with Velixo. If you have any feedback or suggestions in the future, please feel free to reach out to us. ### 49. Partnership and service/support like no other! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** August 30, 2023 **What do you like best about Velixo?** This is the heart of all financial reporting and project managment cost reporting for our operations team. Velixo is what makes Acumatica WORK for us **What do you dislike about Velixo?** At this point ... nothing, except, I think there could be more "next level" Excel instructional / tutorial content on how to take Velxio customer reporting to next level **What problems is Velixo solving and how is that benefiting you?** Financial reporting package automation Project cost reporting Operational procurement budget / committment / actual cost tracking **Official Response from Janet Keating:** > Thank you for your kind words! We're glad to hear that Velixo is making Acumatica work for you. We understand the importance of continuous improvement and will take your suggestion for more advanced Excel instructional content into consideration. ### 50. Velixo has filled our product reporting gaps! **Rating:** 5.0/5.0 stars **Reviewed by:** Colette B. | Practice Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 05, 2023 **What do you like best about Velixo?** Create a workbook with multiple worksheets and then seamlessly combine the data for a consolidated view with graphs and reporting. Great OOTB reports too! **What do you dislike about Velixo?** Requires a moderate level of Excel knowledge as well as Odata connectivity to get started! **What problems is Velixo solving and how is that benefiting you?** Simplified data writeback and Project Accounting reporting, such as WIP, Agings, and Retainge reporting for Construction. **Official Response from Janet Keating:** > We're thrilled to hear that Velixo has filled your product reporting gaps and that you enjoy the ability to create workbooks with multiple worksheets and seamlessly combine data for a consolidated view with graphs and reporting. We appreciate your feedback! ## Velixo Discussions - [Would love to have a cheat sheet with all of the formulas, is that posible?](https://www.g2.com/discussions/34278-would-love-to-have-a-cheat-sheet-with-all-of-the-formulas-is-that-posible) - 1 comment, 2 upvotes - [What is Velixo used for?](https://www.g2.com/discussions/what-is-velixo-used-for) - 1 comment, 1 upvote - [View Velixo pricing details and edition comparison](https://www.g2.com/products/velixo/reviews?page=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-05+08%3A55%3A53+-0500&secure%5Bsession_id%5D=81ee9140-fba5-4a24-aa04-53a9ce0a4790&secure%5Btoken%5D=d541b6cf3785eff6fdeb6087ed15b724bf64bb6445da8517a094f7f10d659868&format=llm_user) ## Velixo Integrations - [Acumatica](https://www.g2.com/products/acumatica/reviews) - [Cegid XRP Flex](https://www.g2.com/products/cegid-xrp-flex/reviews) - [JAMIS Prime ERP](https://www.g2.com/products/jamis-prime-erp/reviews) - [Microsoft Dynamics 365 Business Central](https://www.g2.com/products/microsoft-microsoft-dynamics-365-business-central/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [MYOB Acumatica](https://www.g2.com/products/myob-acumatica/reviews) - [MYOB Acumatica Integration](https://www.g2.com/products/myob-acumatica-integration/reviews) - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews) ## Velixo Features **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods **Data Management** - Data Import - Data Consolidation - Data Validation **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Budget Management** - Consolidation - Adjustments - Workflows **Reporting Structure** - Reporting Hierarchy - Report Templates - Report Types **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Standard Analytics** - Standard KPIs - Standard Reports - Financial Statements - Drill Down **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking **Custom Analytics** - Dashboards - Custom KPIs - Custom Reports - Self Service - Multiple Entities **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Financial Analysis** - Cross-system Integration - Decision Making ## Top Velixo Alternatives - [Datarails](https://www.g2.com/products/datarails/reviews) - 4.6/5.0 (369 reviews) - [Vena](https://www.g2.com/products/vena/reviews) - 4.5/5.0 (472 reviews) - [LiveFlow](https://www.g2.com/products/liveflow/reviews) - 4.9/5.0 (332 reviews)