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

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

I love that Velixo has transformed our Acumatica from a static program into something dynamic, making every aspect of our jobs easier. It's great that I can refresh files to get accurate data without having to export multiple reports to Excel individually. I particularly appreciate that our templates auto-refresh so nothing needs to be exported from Acumatica. The writebacks are extremely valuable too, as they save us a lot of manual entry time. The setup was quite simple as well—I had a working model within a day and felt proficient within a few weeks. Review collected by and hosted on G2.com.

I wish there was a GL template that could be set up in Acumatica that would automatically make updates to the Excel files. For example, when we added the project number and quantity columns to Acumatica, they were not automatically added to every instance of a GL in Excel. We had to manually add the two columns to approximately 50 files. I wish it would connect to Microsoft Dynamics CRM too. Review collected by and hosted on G2.com.

Here are the standout strengths people usually highlight:

1. Native Excel experience

Velixo works inside Microsoft Excel, so you can build reports using familiar formulas, pivot tables, and formatting. There’s no steep learning curve.

2. Real-time data access

It connects directly to systems like Acumatica and pulls live data. That means no exports, no manual updates—your reports are always current.

3. High flexibility

You can design highly customized reports (financials, budgets, dashboards) exactly the way you want, instead of being limited by rigid templates. Review collected by and hosted on G2.com.

Steep learning curve at the start

Even though it runs inside Excel, getting started isn’t always easy.

Setup can be technical and confusing, especially if you’re not familiar with ERP structures.

Building your first few reports can take time to figure out.

👉 In simple terms: it looks easy, but mastering it takes effort. Review collected by and hosted on G2.com.

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.

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.

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

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

I think Velixo works awesome each time we use it to load time entry data from Acumatica. It eliminates the need for manually looking up time logged for each employee for margin analysis by updating the backlog weekly, which means no more human errors. I like that the tool loads each time we open our spreadsheet without needing to remember anything; it just works. The best part is that it doesn't only pull the time for the last week; it goes all the way back to inception and pulls all records, ensuring any changes to time recordings are captured as well. The initial setup was a piece of cake! Review collected by and hosted on G2.com.

It asks me to log in each time even when there is an option to remember my choices. Review collected by and hosted on G2.com.

Velixo is an excellent reporting tool overall, especially for organizations that rely heavily on Excel-based financial reporting and want direct connectivity to systems like Sage Intacct. When reports are well-structured, it can dramatically improve flexibility and reduce manual work. Review collected by and hosted on G2.com.

Performance can become inconsistent when reports pull large volumes of data across multiple periods, GL accounts, locations, and other dimension combinations. In those cases, reports can bog down significantly, and it’s often difficult to pinpoint the root cause. For example, is the issue related to the amount of data being requested, Sage’s ability to efficiently return the data, a server or connectivity issue, or simply a limitation within Velixo itself? Troubleshooting performance bottlenecks can sometimes feel more like trial and error than a clearly diagnosable process. Review collected by and hosted on G2.com.

Velixo is a giant time-saver for the work I do. It makes pulling data from our inventory management program, and manipulating it, so easy; within the first week of using it, I probably saved a couple hours that would usually be spent setting up reports I need in my day-to-day tasks. I'm excited to see what other time I can save. Review collected by and hosted on G2.com.

So far, I haven't found anything I don't like about it. I suppose it isn't the most intuitive to a non-tech-oriented person like myself, but Velixo provides a lot of helpful resources to get over this hump, and we've got someone on our team who is super helpful in bridging the gap for me as well. I also don't know a way to make it simpler while still keeping the great functionality it has. Review collected by and hosted on G2.com.

The latest feature of the built in query has really expanded the functionality of the product beyond its outstanding features. The ability to use excel as my base for Acumatica has been a time saver and made the learning curve much easier. Review collected by and hosted on G2.com.

My only complaint about Velixo used to be that I had to rely on GI’s in Acumatica to gather the data I needed. The recent query feature has really changed that for me. At this point, I don’t have any real dislikes. I do run into the occasional connection issue, but it’s more of a minor annoyance and it’s usually easy to resolve. Review collected by and hosted on G2.com.

I'm a business analyst where I work. As a result I am not as much of a daily user of Velixo as others in the company. I do however still use it and I am the only "admin" for it. Basically, if the team needs a new report or way to use Velixo, it's me they look to to create it. As a result, I feel uniquely equipped to speak to its value as both a user and someone who configures its use for others.

Our team is much more familiar with Excel than any ERP. As a result, Velixo gives them data in a format they are already familiar with and know how to use.

What I like best is how all of that connects to the true power of Velixo, which is a live connection to our Acumatica database. We don't have to struggle through dated reports because we can pull the data in as it updates through Velixo. That provides flexibility that is more difficult to create natively in Acumatica. Review collected by and hosted on G2.com.

The only thing I would like to see "improved" or even just added as a feature is a change the Drilldown function. Currently, the Drilldown pulls up another sheet, but rather than just pull in a list of the transactions or relevant data, it hyperlinks to Acumatica. This is fine. You get to the data. But you have to go into Acumatica to see the data you really want. And then you have to export back to Excel if you want to re-arrange it in any way. It just feels like extra steps that could be reduced. Review collected by and hosted on G2.com.