It gives us Sage-style reporting, but in a more user-friendly way, and it’s easy to share and distribute across our team. It makes it much easier for team members view Sage data. Review collected by and hosted on G2.com.

It was a bit complicated to learn at first and really requires some advanced Excel knowledge. Some Sage permissions do not allow all users to access the data we wanted to report on but we were able to create work arounds. Review collected by and hosted on G2.com.

I like Velixo for its ease of installation straight from the Microsoft approved apps section and the ease of administration. The connection is very easy to set up and maintain, which is great because my accounting team rarely complain and it works flawlessly with manual refreshes. Having something that allows us to present Sage's information in a meeting by simply connecting and refreshing the workbook is amazing. Review collected by and hosted on G2.com.

I don't like how often it updates and requires an admin to update the software. It should run on legacy updates till a few versions to push back the admins interventions when possible. Just update on a 3 month basis and that would be perfect. Instead of these random small updates that make it not run till the update finishes. Review collected by and hosted on G2.com.

I really like Velixo's native Excel format, which lets me write formulas in a familiar environment. It also connects directly to live data, making it very friendly and easy to use. The setup was very easy, and it provides a lot of functionality that isn't readily available in other products. I'm really comfortable with its usage, and it effectively solves a niche problem for Acumatica users. Review collected by and hosted on G2.com.

I think the understanding of the Acumatica dataset in Velixo could be improved. If there's a way to enhance the visibility of what's available in Acumatica within Velixo, I think it would make the product a whole lot easier and better to use. Review collected by and hosted on G2.com.

I use Velixo for Easy Reporting where I can simply open my spreadsheet and change the date to get the current activity. I like how I can visualize and customize my reports to be standard without having to edit system-generated ones. I appreciate the efficiency it creates with my reports. It's really helpful that Velixo keeps formats consistent each month, eliminating the need to download from SAGE and format manually. Also, the initial setup of Velixo was very easy. Review collected by and hosted on G2.com.

Monthly workbook is big, and the calculations can often take a while to update. I'm not very familiar with all the formulas, so I need to learn all the capabilities. Review collected by and hosted on G2.com.

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.

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.

I use Velixo to pull information from Acumatica to bridge together reports, which makes it convenient for creating templates and populating reports quickly. I love how it speeds up the reporting process, as I no longer have to download reports and manually copy and paste data. This is especially valuable for the reports I use daily, saving me a lot of time. It's also great for assigning responsibilities to others while ensuring the accuracy of the data being used. One feature I really like is the quick refresh; it’s easy to connect to our system, and the refresh only takes a few minutes, even with larger data points. I find the setup for connecting my login to be very user-friendly and easy to train others on. Review collected by and hosted on G2.com.

I wish that it would give us the ability to populate data from our custom UDFs, we have many on our stock/non-stock items and having that information would be valuable in our reports. Right now I still have to populate those manually. In addition, in the Excel desktop app, the Velixo menu does not auto open anymore, so if you do not click the box and connect, it does not always refresh the reports. Review collected by and hosted on G2.com.

I use Velixo for reporting and automation. I appreciate how easy it is to pull data quickly from Acumatica ERP and the ability to write data back directly from Excel instead of doing a separate entry. I also like that it allows report distribution with attachments without having to download them individually. What I like most about Velixo is its ease of use, especially with the four training sessions that gave me everything I needed. It came with a ton of out-of-the-box templates that worked immediately for everything I required and were free. I also value the native integration with Acumatica that requires no setup or separate API maintenance. Review collected by and hosted on G2.com.

The handoff from sales to the implementation team was confusing and I had to spend a while with support. They were in the middle of releasing a large update to their templates and features, but hadn't updated their documentation yet. Review collected by and hosted on G2.com.

I like Velixo because it imports all of our data into Excel with just a click to refresh. It helps us significantly reduce close time once the initial setup is complete. The feature I like most is the ability to create generic inquiries, import them into Velixo, and view them in Excel where I can filter the data to focus on specific information. This feature makes it much easier and faster for handling data, especially since I can set up reconciliations and simply refresh to spot outliers. The initial setup was very easy, so much so that my coworker and I did it ourselves without much involvement from our technology team. A consultant only spent a brief time to help us, and then we were able to start using it right away. Review collected by and hosted on G2.com.

My only complaint, I think, about Velixo would be that the Excel add-in can be temperamental sometimes. I have to go back in and re-add it, then close out of Excel and open it back up, but that usually solves the problem. Review collected by and hosted on G2.com.

What I like best about Velixo is how seamlessly it integrates with Excel. It makes pulling data from ERP systems like Acumatica super easy and fast, especially for financial reporting. I don’t have to export and clean up reports manually—everything updates in real time, which saves a ton of time and reduces errors. Review collected by and hosted on G2.com.

One thing I dislike about Velixo is that the initial setup can be a bit tricky, especially if you're not familiar with your ERP system’s structure. Also, if your data set is large, performance can slow down a bit in Excel. It’s a powerful tool, but there’s a bit of a learning curve for new users Review collected by and hosted on G2.com.

I use Velixo to run reports from Acumatica, and it makes it easier to use only one report instead of having to go into Acumatica to look up each item every time. It's easy to use and very efficient. The initial setup was pretty easy once I had all the credentials I needed to log in. Review collected by and hosted on G2.com.

Sometimes I need to refresh the entire worksheet to update to the most recent data, which can be a bit inconvenient. It would be better if it automatically refreshed on its own without having to hit the refresh page button. Review collected by and hosted on G2.com.