Stephanie F.
SF
Stephanie F.
Accounting Manager
Small-Business (50 or fewer emp.)
"Smooth Acumatica Imports, but Installation Takes Some Getting Used To"
3.5/5
What do you like best about Velixo?

importing into accounting software, we use Acumatica Review collected by and hosted on G2.com.

What do you dislike about Velixo?

The installation can be confusing when you first start using Review collected by and hosted on G2.com.

Response from Gabriel Michaud of Velixo
Edit edit

The installation confusion is fair, and it's a bad first impression to make on someone who then goes on to use the product every month. We're actively working on simplifying installation and onboarding, and our support and customer success teams can walk anyone on your side through it properly in a few minutes.

Worth knowing about too: Velixo Academy at learning.velixo.com is free for every user, and the getting started material covers the setup steps in a way that's a lot less painful than working it out from the install prompts.

I read every review personally, so email me at gabriel@velixo.com and I'll get that sorted for you. We'd love to turn this into a 5-star experience.

— Gabriel Michaud, Founder & CEO, Velixo

Joshua L.
JL
Joshua L.
Lead Analyst – Business Development & Analytics
"Seamless ERP to Excel Integration"
4/5
What do you like best about Velixo?

I like using Velixo as our primary bridge between Acumatica ERP and Excel-based financial and operational reports, since it enables live, refreshable access to ERP data without manual exports or fragile workarounds. It primarily solves the challenge of getting reliable, real-time data out of Acumatica. The value compounds over time as we can structure reports and just refresh our important financial reports, saving time when it matters most. Velixo is very intuitive and snappy, and using NX is easier than classic for making connections and running it as an app in Excel. Review collected by and hosted on G2.com.

What do you dislike about Velixo?

It's not a Velixo problem per se, but its effectiveness heavily depends on the quality and structure of the underlying Acumatica data. We spend a lot of time improving our data pipeline. Review collected by and hosted on G2.com.

Response from Janet Keating of Velixo
Edit edit

Thank you for highlighting the benefits of using Velixo to bridge Acumatica ERP with Excel and for acknowledging its intuitive and snappy performance. :) We appreciate your feedback and hope the benefits continue to compound for you. Please reach out if there is anything we can do to help. You can reach us at customersuccess @ velixo.com (no spaces).

Joshua P.
JP
Joshua P.
"Effortlessly Streamlines Reporting with Excel Integration"
5/5
What do you like best about Velixo?

I really like the report building features of Velixo. It allows me to have reports already built in Excel format, which cuts down on precious time for a financial analyst. Velixo imports the information in the way we need it and eliminates extra steps like logging in, generating reports, exporting to Excel, and reformatting data. This automation is particularly useful for complex reports like the Top 10 Projects by PM report. The initial setup of Velixo was pretty easy as well; our IT department downloaded and installed it for us, and I just needed to sign in. Review collected by and hosted on G2.com.

What do you dislike about Velixo?

I believe Velixo could have a feature built in that allows you to download the extensions without having to navigate to their website. Like a link when you attempt to access an extension that isn't currently installed. Review collected by and hosted on G2.com.

Response from Janet Keating of Velixo
Edit edit

We're thrilled to hear that Velixo's report building features and Excel integration have streamlined your reporting process and saved you time as a financial analyst. We appreciate your feedback and are glad to hear that the initial setup was easy for you. We'd love to discuss with you further your challenge with extensions. Please reach out to us at customersuccess @ velixo.com (no spaces) and we will work with our team to see what options we have to help.

David A.
DA
David A.
Bookkeeper
"Flexible Reporting with a Learning Curve"
5/5
What do you like best about Velixo?

I find the flexibility of Velixo impressive. It's much easier to format reports the way I want compared to Acumatica's native report designer. I love using Velixo to seamlessly extract information to Excel and then integrate it with Acumatica using the generic writeback. The platform's flexibility allows me to create more featured dashboards for management in PowerBI, which are more robust than Acumatica and Excel's limited pivot tables. I also find the distribute feature incredibly useful; it lets me save the monthly financials both in live Velixo formula versions and non-formula versions for those without Velixo. Additionally, I appreciate how it helps in preparing email drafts of the monthly financials to the operations team. Review collected by and hosted on G2.com.

What do you dislike about Velixo?

I find the connection with Velixo not very consistent. I often have to click the add-in button to close Velixo, close all my Excel tabs, and hope that reopening will fix the error. I would also like more native formulas for dealing with different branches and companies within the same Acumatica account. Additionally, Velixo Classic and Velixo NX handle errors differently, which modifies formulas, and it would be better if this could be unified. The initial setup was easy, but I experienced a fairly steep learning curve. Review collected by and hosted on G2.com.

Response from Janet Keating of Velixo
Edit edit

Thank you for sharing your experience with Velixo. We're glad to hear that you find the platform flexible and useful for integrating with Acumatica and PowerBI. We appreciate your feedback about the connection consistency and native formulas and would love to discuss this further with you. Please reach out to us at customersuccess @ velixo.com (no spaces). We're here to support you through your journey with Velixo.

Cameron P.
CP
Cameron P.
"Real-Time Data Analysis Powerhouse"
4.5/5
What do you like best about Velixo?

I use Velixo for updating Excel documents with real-time data from Acumatica. I love how it instantly pulls data in seconds that would otherwise take hours of data mining or report writing. It instantly updates upon refresh, pulling the live data from Acumatica, which is incredibly time-saving. I also appreciate that Excel files can be linked to other files for real-time analysis, which is crucial for our project-based company to keep track of actual versus budget in real-time. This feature is invaluable as it helps keep our projects on track financially. The implementation was easy for my team to use even though the initial setup was done by the IT company. Review collected by and hosted on G2.com.

What do you dislike about Velixo?

Creating reports from scratch would be easier with user guides for employees not familiar with code. Review collected by and hosted on G2.com.

Response from Janet Keating of Velixo
Edit edit

We're grateful for your feedback and are pleased to hear that Velixo has helped your company save time and stay on track financially. For employees who may need a little help, we offer live session training as a part of your subscription. Feel free to reach out to us at customersuccess @ velixo.com (no spaces) and we can help your team get set up.

Mark H.
MH
Mark H.
Process Controls
"Efficient Data Transfer and Sync with Velixo"
5/5
What do you like best about Velixo?

I use Velixo to transfer data from spreadsheets in Excel to Acumatica. It saves me time by automatically linking data to/from spreadsheets and Acumatica, so I do not have to bounce back and forth between the two software applications, which would normally be time-consuming. The initial setup of Velixo was very easy, and I rated my likelihood of recommending it a 10. Review collected by and hosted on G2.com.

What do you dislike about Velixo?

I do not have any complaints at this time. Review collected by and hosted on G2.com.

Jonathan M.
JM
Jonathan M.
Purchasing Admin
Mid-Market (51-1000 emp.)
"Velixo Solves Real Problems and Boosts Efficiency"
4.5/5
What do you like best about Velixo?

What I've liked the most about Velixo is that it solves real problems and allows efficiency. Review collected by and hosted on G2.com.

What do you dislike about Velixo?

The only thing I could think about is maybe making a distinction between your versions because I downloaded Velixo NX when I needed the classic. Review collected by and hosted on G2.com.

Response from Gabriel Michaud of Velixo
Edit edit

Hi Jonathan, thank you so much for taking the time to leave this review — I read every single one, and the kind words genuinely mean a lot to us.

Great point on the version confusion, and I completely understand how that could be frustrating. To clarify: Velixo NX is our current recommended version, and it's where all of our new development is focused — so if you haven't already, I'd actually encourage you to give it a try! That said, we absolutely still support Velixo Classic, and you can find it right at the top of our download page at https://velixo.com/download.

It's also great feedback that the distinction between versions isn't as clear as it should be — noted, and we'll work on making that easier to navigate.

If you have any questions or there's anything we can do to improve your experience, feel free to reach out to me directly at gabriel@velixo.com. We'd love to earn that 5th star!

— Gabriel Michaud, Founder & CEO, Velixo

Matthew J.
MJ
Matthew J.
Small-Business (50 or fewer emp.)
"Complex Interface, Steep Learning Curve"
0.5/5
What do you like best about Velixo?

I like that Velixo uses Excel as a base. Review collected by and hosted on G2.com.

What do you dislike about Velixo?

I find Velixo very complex to use and it requires a significant time investment to set up. It's not intuitive. Review collected by and hosted on G2.com.

Response from Damien Zwillinger of Velixo
Edit edit

Hi Matthew,

Thank you for sharing your feedback. We’re glad you appreciate our native Excel integration, but we are sorry to hear that the setup and interface feel complex and non-intuitive to you. We know Velixo has changed the game for your colleagues who gave Velixo an amazing case study and claimed "50-75% increase in productivity", "the learning wasn't very steep".

So there appears to be a disconnect that I would really like to understand. We want to ensure you get maximum value out of Velixo and feel comfortable with its concepts and features.

Specifically on our features being complex and unintuitive, I'd like to point out two things that should imminently help: 1) Velixo Academy is free for all users at learning.velixo.com (it includes lots of recorded content and self-pace training assets), and 2) we're rolling out Velixo Intelligence to everyone this week, which adds AI-assisted help as well as report and formula building within Excel (see: https://velixo.com/product/ai-velixo-intelligence).

Additionally, I will be personally in touch with you by email to ensure you get proper 1:1 assistance right away, and once things are stable on your end, we'd love to turn this into a 5-star experience.

Best regards

Damien Zwillinger - Chief Product Officer @Velixo

Leon N.
LN
Leon N.
Accounting Assistant
Small-Business (50 or fewer emp.)
"Efficient Acumatica Integration with Customizable Reporting"
4/5
What do you like best about Velixo?

I like Velixo's direct and easy link to Acumatica and find the GI function powerful. Pulling reports into Excel that keep up to date helps us see the project's status as well as our financial position. Review collected by and hosted on G2.com.

What do you dislike about Velixo?

Velixo Classic lacks the ease and features that Velixo NX has Review collected by and hosted on G2.com.

Response from Damien Zwillinger of Velixo
Edit edit

Thank you for your feedback! Could you please reach out to me directly at damien @ velixo.com? I would love to discuss the details and how we can improve our Construction templates solution for your business. Thank you.

SH
Stan H.
Controller
Small-Business (50 or fewer emp.)
"Streamlined Reporting with Real-Time Acumatica Insights"
5/5
What do you like best about Velixo?

Ease of instantly accessing up to the minute information from Acumatica our ERP of choice. It has streamlined so many reports and increased our ability to stay on top of our Business. Review collected by and hosted on G2.com.

What do you dislike about Velixo?

I haven't really found anything yet, but if I had to pick something it's the need to learn the Velixo Formula syntax. But once you work with it, that becomes as easy as using the Excel Formulas. Review collected by and hosted on G2.com.